11/12/2024
Traditionally, wealth management in the region was primarily reserved for high-net-worth individuals (HNIs), with most services being offered by large banks or financial institutions.
11/12/2024
BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.
11/11/2024
Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Ultra High Net Worth Clients
11/11/2024
By integrating AI into its advisory services, the firm aims to craft more precise and tailored investment strategies capable of delivering favorable outcomes for clients.
11/11/2024
More bonuses will go to those who move client assets into investments, and less to those who sell new loans
11/11/2024
Once completed, the transaction will solidify its position as a trusted partner for sophisticated private wealth clients.
11/11/2024
This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists
11/11/2024
As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.
11/11/2024
LTAF to be offered with a flat fee launching 29 November
11/11/2024
The launch of the margin financing arm will bolster HSBC Qianhai and its wealth management services.
11/11/2024
The partnership will harness BlackRock’s advanced technology and global investment expertise, marking a step forward for both firms in addressing the evolving needs of investors across Europe.
11/11/2024
The recognition was part of the 2024 Global Private Banking Awards.
11/11/2024
The award recognises a bank that has delivered outstanding service and performance for HNW individuals in the UK.
11/11/2024
Discover the third batch of 25 industry stars to make it onto our 2024 list of the UK’s top fund selectors.
11/11/2024
A communications contact from UBS also told Guardian Business that “jobs will not be affected with the transfer of operations.
11/08/2024
In partnership with Schroders affiliate BlueOrchard
11/08/2024
CI GAM earns an industry-leading number of awards for a second consecutive year
11/08/2024
The Group achieved a strong quarter with record net profit
11/08/2024
Private wealth structures, many of which previously relied on an exemption, will be impacted.
11/08/2024
LGT also received accolades at Private Banker International's 2024 Global Wealth Awards after impressing the judges with its philanthropy offering.