06/04/2021
Three UBS advisors named to Forbes/SHOOK Top Women Wealth Advisors list
This year's list recognizes 1,000 women advisors across the US, who have been selected by SHOOK Research after undergoing extensive interviews covering areas such as client service, compliance and investing process.
06/04/2021
Funding for wealth management technology heats up
Interest in financial technological solutions driven by the ongoing Covid-19 pandemic and demand for better customer experiences
06/04/2021
Global wealth firm unveils private client arm in Australia
It previously only served the institutional market in the region
06/04/2021
Asian family biz wins digital bank license in Labuan
Portcullis, a family office run by David Chong, is set to disrupt private banking with digital-bank Baxian.
06/04/2021
The asset management business of Switzerland's largest bank, now overseen by Suni Harford, has been the subject of merger rumors for some time.
06/04/2021
The recruitment win was just the latest of several for UBS in recent months.
06/04/2021
The team at Stratos is excited to welcome Truvium," said Jeff Concepcion, CEO and Founder, Stratos Wealth Network.
06/04/2021
Proper wealth management is the key to creating generational wealth and securing a legacy for your family.
06/03/2021
While JPMorgan has looked at a number of possible deals, the bar for an acquisition is high.
06/03/2021
With its open access to global markets, the expertise of its institutions, and a stable and progressive legal and regulatory framework, Singapore is well-positioned to capitalise on the rapid growth of Asian wealth.
06/03/2021
The region is home to the largest slice of the world’s population, with the wealth of individuals in the region growing faster than anywhere else.
06/03/2021
As ambassador and partner of Julius Baer, he will stand for the Bank’s commitments and initiatives in the areas of sustainability, sustainable investing and future trends.
06/03/2021
In addition, Suggestus, ARC’s research portal, also won the Technology Vendor of the Year for the fourth time in seven years.
06/03/2021
Zurich wealth manager enters mortgages business
Descartes Vorsorge will broker mortgages for its clients on UBS’s key4 platform.
06/03/2021
There are also 13,757,512 conditional placing shares and 108,355 primary bid offer shares to be admitted to trading.
06/03/2021
Rapidly-Growing RIA Backed by Private Equity Firm TA Associates Accelerates Acquisition-Focused Component of its Growth Strategy, Further Strengthens Footprint in Northeast US
06/03/2021
Fiduciary Trust International remains focused on leveraging innovative technology to strengthen relationships, and the overall wealth management experience for clients.
06/03/2021
She discusses her father's influence on her career, her concerns around greenwashing, and her love of Cyprus!
06/03/2021
The Forbes ranking, developed by SHOOK Research, is based on both qualitative and quantitative data from nominations and in-person interviews.
06/02/2021
It has also changed the way non-financial assets are now stewarded, with the need to consider alternative ways to communicate instructions to asset administrators and family strategy to international Trustees.