08/30/2020
SS&C Advisor Insights survey, conducted in association with Horsesmouth, expressed that fundamental changes are happening and will continue once they reopen their offices to asset managers.
08/28/2020
Reported net income for CIBC as a whole was $1,172m in Q3 2020
08/28/2020
The brand refresh comes following a period of exponential growth for the company, which has seen it win awards including The Sunday Times’ Best Small Companies to Work For.
08/28/2020
The letter confirmed that the merger had received "overwhelming support of Smith & Williamson shareholders and achieved all the necessary regulatory approvals" earlier in August.
08/28/2020
Swiss bank says clients affected by unathorized actions
08/28/2020
This performance was driven by successes in the trading business of CHF 272m, up 96.6% (CHF 134m) from CHF 138m the previous year.
08/28/2020
“We are delighted that Wendy will now be working with NAPFA at the national level,” says Buckingham CEO Adam Birenbaum.
08/28/2020
However, the economic decline was less bad than many other countries.
08/27/2020
As a result of higher brokerage income due to the volatile market developments and a larger asset base compared with the prior-year period, income from services rose 7% to CHF 572.3 million in the first half of 2020.
08/27/2020
Assets sourced from family offices and trusts grew nearly 90% during the year.
08/27/2020
US attacks freezing of pro-democracy accounts
08/27/2020
The ability to attract fresh inflows of money from around the world and to help clients grow their wealth are highlighted as key metrics in determining the health of private banks.
08/27/2020
Client assets resilient at CHF 290 billion with strong net new money
08/27/2020
The discretionary investment manager’s assets under management fell by 16% to £8.1bn in the first quarter of 2020.
08/27/2020
One year in to his role at the top of the Swiss asset manager, EdRAM's CEO Christophe Caspar reveals what has led to increased inflows.
08/26/2020
Wealth managers need to look through the cycle to manage what the uncertain future will look like.
08/26/2020
The shortlisting comes less than five years since our inception, which shows our progression to being recognised as an excellent provider in the trust sector in just a short space of time.
08/26/2020
Company went into administration on 7 August
08/26/2020
The first half saw a net result of €9.5 million
08/26/2020
Advisors say Ameriprise’s “technology has already proven its worth” amid the pandemic