06/19/2018
Bravura updates wealth management platform
Sonata enables the efficient rollout of new functionality in a consistent and predictable manner that ensures our customers stay ahead of changes in the industry.
06/18/2018
UBS's Main Unit Is Upgraded at Moody's on Wealth Business
For comparison, Credit Suisse’s long-term issuer rating stands at Baa2 with a stable outlook.
06/18/2018
The predictive aspect of AI is expected to be a driver of transformative personalisation in wealth management
06/18/2018
Hawksford acquires Asian corporate service provider
This is the sixth acquisition that Hawksford has made since it was backed by private equity house Dunedin.
06/18/2018
The discussion took place at the Hubbis Asian Wealth Management Forum in Singapore on May 10.
06/18/2018
Swiss private bank woos local billionaires
Boasts of a 222-year history as a pillar in the global asset management industry, has looked to the Philippine market in search of opportunities to broaden its wealth base.
06/18/2018
"They recognize Nashville now as competition," Nashville wealth manager Stephen Frohsin said of Charlotte.
06/18/2018
“We are looking forward to attending the Money Marketing Awards and we would like to wish all our fellow nominees the best of luck.”
06/18/2018
Global economic growth is good news for investors, but it brings inflation with it which can have consequences for savers.
06/15/2018
French lender targeting expansion with hires over three years
06/15/2018
Investors are expecting the banks and wealth managers to do better and are demanding a more personalised and innovative investment offering, a more transparent and more systematic approach to the investment process.
06/15/2018
inancial Times Group Award Recognizes Transformative Impact of Goals Driven Wealth Management Platform
06/15/2018
The old model of pushing IPOs or junk bonds to clients who spend more time golfing than behind a desk doesn't cut it anymore
06/15/2018
Firm ‘ahead of target’ on goals a year after PrivateBank deal
06/15/2018
His activism has been a throughline in his financial services career and in his philanthropy
06/15/2018
Private bankers at JPMorgan receive salaries and bonuses, meanwhile, according to AdvisorHub.
06/14/2018
The bank is now aiming to grow its top line over the coming years by focusing its efforts on high-growth areas while keeping costs low and reallocating capital more efficiently.
06/14/2018
The firm’s recruiting and training programs make J.P. Morgan advisors “among the top in the industry” by productivity, Erdoes wrote.
06/14/2018
It will also be investing in an area that it refers to as “ESG engagement equities”
06/14/2018
Currently, the company’s asset portfolio is at a 10-year high point, with over $192.99bn in holdings worldwide.