07/01/2024
The merger of the Swiss entities facilitates the migration of clients and operations from Credit Suisse (Schweiz) AG to the UBS platform, following business, client- and product-specific requirements.
07/01/2024
In response, it has launched ‘Invesco Intelligence Plus’, a comprehensive platform for the modern adviser focusing on soft skills, practice management and investment skills
07/01/2024
The annual WealthBriefing Wealth for Good Awards program recognises the most innovative and exceptional firms, teams and individuals.
07/01/2024
Gustaf Rentzhog, Söderberg & Partners co-founder and chief executive, said: “We see that our venture in the UK is working, and we now want to scale it up even faster.
06/28/2024
As environmental and social challenges intensify and sustainability regulations are on the rise, the transition to a new economic model is gaining momentum.
06/28/2024
There is a growing need among investors to combine financial returns with investing for a societal good, the global wealth management brand of French banking giant Crédit Agricole Group said.
06/28/2024
During his inspirational talk at UBP, he outlined some valuable wisdom he has gained from his experience.
06/28/2024
The result shows that sustainable offerings continue to rise in importance in the advisory space despite the headwinds and political backlash that sustainable investing has been experiencing over the last two years.
06/28/2024
The bank was the recipient of the global ESG Investing and Philanthropy Service Offering awards.
06/28/2024
This can be a very painful process, particularly in the case of intra-family transfers.
06/28/2024
Despite these gains, the company experienced a statutory Loss before Tax of £13.3m, which was attributed to finance costs, non-recurring costs, and non-cash impacting items.
06/28/2024
The chairman of Kermitted Asset Management offers a last, last word on why ESG is a matter of perspective
06/28/2024
LUKB cites the bank's generally improved earnings situation - including in the investment and trading business - as well as active interest rate risk management in an environment of falling interest rates.
06/28/2024
Buoyed by financial optimism, HNWs are spending more on luxury, Julius Baer reports
06/28/2024
The team also was named last year to the Forbes America’s Top Wealth Management Teams - Private Wealth list for 2023.
06/28/2024
This inaugural event shone a spotlight on wealth management ecosystems both in Malaysia and Labuan IBFC
06/28/2024
This award-winning proposition has attracted 238 new adviser firms since launch, bringing the total number of firms that have signed terms of business for SIS model portfolios to 349.
06/28/2024
Citywire reported yesterday that private equity-backed Saltus has made a bid for Tavistock’s national advice business.
06/28/2024
RF Group joins a growing list of Caribbean financial institutions to adopt ERI’s Olympic Banking System
06/28/2024
In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.