03/11/2021
They continuously provide their clients with the highest level of expert financial advice with responsive, personal service. It’s truly gratifying to see them acknowledged for their long-standing dedication to their clients and recognized for their
03/11/2021
All financial amounts in Canadian dollars unless stated otherwise.
03/11/2021
With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX
03/11/2021
Asia’s traditional wealth managers lag digital adoption
Although they still form a small part of the market, challenger banks are using digital payments as a gateway to wealth management growth, according to a KPMG report.
03/11/2021
As a result, net flows at the group level are expected to be modestly positive for H2.
03/11/2021
The new CEO is Roman Limacher, who has been with the company for over 18 years.
03/11/2021
One of many hurdles in this race for CS: The Swiss bank's decision to unwind the funds has sent its Australian-British fund partner, Greensill Capital, into bankruptcy.
03/11/2021
Production per advisor averages around $2.3 million, surpassing the million-dollar-plus averages at industry whales such as UBS Wealth Management USA, Merrill Lynch and Morgan Stanle
03/11/2021
The UBAM - Bell Global SMID Cap Equity fund is managed by Australia-based Bell Asset Management.
03/11/2021
Abbot Downing was announced in 2011 to combine multiple existing units at the bank that served the rich.
03/11/2021
If the profession is to attract women clients and unlock their untapped pool of wealth, it first needs to do more to appeal to female advisers
03/11/2021
CI’s U.S. assets to reach $50 billion
03/11/2021
Consumer tech in the unlisted space is where the startups exist
03/11/2021
It predicts that there will be a major shift in the finance industry towards tokenized assets and it wants to be positioned to benefit from this shift.
03/10/2021
Independent Wealth Management in Asia - Growing the Business in 2021 and Beyond
Moreover, digitisation is helping the independents build scale, reduce costs, improve the client offering and reach out to the next generations, while the industry is better organised and more skilful at communication their added value.
03/10/2021
Savant Wealth Management reaches $10 billion milestone
The milestone can be attributed to Savant’s long-term growth strategy and its client-centric model offering comprehensive wealth management services
03/10/2021
Quilter preliminary results for the year ended 31 December 2020
2020 was a year that presented many challenges but our people have risen to them and have come through stronger with our business better positioned.
03/10/2021
Clientis Group continues to grow sustainably even in the crisis year
The total operating profit ( profit from ordinary banking business) was 0.8% higher than the previous year at CHF 171.7 million.
03/10/2021
The 55-year-old banker had a hand in a $10.1 billion debacle unfolding at Credit Suisse’s fund arm.
03/10/2021
Winners were selected by an international panel of highly respected private wealth practitioners from an array of leading legal and financial firms.