05/02/2018
The proof of concept shows how Riskifier’s solution can streamline investor risk profiling, as well as enable financial institutions to improve their investment decision-making on behalf of their clients by using additional behavioral and social ins
05/01/2018
There have been a number of recent legal and regulatory changes in Thailand that have impact from a wealth management perspective.
05/01/2018
DIFC offers a highly successful wealth management platform.
05/01/2018
The Seattle market is also experiencing a sizable increase in the number of wealthy individuals and families from Asia.
05/01/2018
Brokerage revenue climbed nearly 10 percent year-over-year to $264 million, while investment banking revenue grew 39 percent to $176.4 million.
05/01/2018
Advisory services are available to private clients who prefer to maintain control of their own investment portfolio.
05/01/2018
No bank willing to take Fide as client while Kirsan Ilyumzhinov remains president
05/01/2018
The Group is looking to put over a hundred private wealth advisors in place in the next three years.
05/01/2018
As a result, over the past decade or so private banks have developed suites of so-called next-generation programmes with the aim of deepening their involvement with such customers.
05/01/2018
The last year has been positive for the business, recently, the company reported first quarter net inflows of £2.6 billion versus £1.9 billion in the same period of 2017.
05/01/2018
The amount of outsourced business that IFAs have passed onto discretionary managers has spiked noticeably in recent years
05/01/2018
Follows split from single-strategy business
05/01/2018
Over the years, while Denley always had a plan to rebrand the business, this finally came to fruition last year when the firm announced that it would be renamed Oakham Wealth Management.
05/01/2018
Quilter plc’s Multi-Asset business (Quilter Investors) today announces WealthSelect has surpassed £5 billion1 in client assets under management.
04/30/2018
The jury studies the nominees with independence and integrity, ensuring that the awards reflect excellence in the private banking industry.
04/30/2018
First quarter net client cash flow was £1.6bn, 14 per cent up on the comparable period in 2017.
04/30/2018
WealthBriefing European Awards 2018
04/30/2018
The private bank has also recorded a net new money inflow of CHF 4 million and growth of CHF 165 million in 2017, which it attributes to favourable market conditions.
04/30/2018
The SNB also recorded a loss of CHF 3.9 billion on interest-bearing securities and interest rate instruments.
04/29/2018
Winners were announced at a gala awards dinner, which was held in London on 26 April at The Guildhall.