12/23/2024
Canaccord Wealth expands Birmingham office and team
Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.
Wealth and Asset Management
12/23/2024
75% of private banks lack digitalisation skills needed for transformation
They’re also more likely to lack in-house skills to support digital transformation projects.
12/23/2024
CI Financial’s Bold Move. A Game Changer in Wealth Management?
This move seeks to enhance its competitive edge in an increasingly digital consumer landscape.
12/23/2024
Questions raised over business model of Goldman’s ETF Accelerator
The platform secured its first client last year but the bank is now assessing long-term options
12/23/2024
Hsiao Ching Tang, Managing Director at Azalea Investment Management, on democratization of private assets in Asia Pacific
The discussion, hosted by Giovanni Amodeo, covered various aspects of private equity, wealth management, and innovative financial solutions.
12/23/2024
Elevating your investment strategy: How a discretionary fund manager adds value Case studies
Financial advisers who wish to concentrate on building and nurturing their client relationships are increasingly choosing to partner with a discretionary fund manager (DFM) for portfolio investment management.
12/23/2024
How Fintech is Redefining Wealth Management and Personal Finance
With mobile applications, robo advisory, and artificial intelligence, fintech makes investment solutions and monitoring and planning of personal finances possible.
12/23/2024
Focus partner firms Brownlie & Braden and Prairie Capital merge
The merger will provide Brownlie & Braden's team with access to Prairie's planning and investment resources.
12/20/2024
HSBC Chairman Seeks to Improve UK-China Ties
HSBC chairman Mark Tucker will lead a British business delegation to China in January 2025
12/20/2024
Building Bridges 2024: integrating nature into financial decision-making
2023 has been the most expensive year in modern human history due to extreme weather events – droughts, floods, heatwaves, storms, and fires – costing over USD 200 billion globally.”
12/20/2024
Orion Lands Deal to Acquire Summit Wealth
As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.
12/20/2024
InvestCloud Introduces Private Markets Account™: A Wealth Management First
Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management
12/20/2024
Wealth managers seek to break down philanthropy barriers
Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts
12/20/2024
Citigroup’s co-head of Iberia Revuelta to depart the US bank
The Wall Street bank has continued to shake up its senior dealmaking ranks
12/20/2024
Five top tax-saving tips for 2025
These are our five top tax-saving tips for 2025 to help you make the most of your money.
12/20/2024
Zurich-Based Financial Boutique Records Significant Growth in RFPs
Zwei Wealth has recorded a substantial surge in demand in the Request-for-Proposal business.
12/20/2024
Close Brothers Group investors are sitting on a loss of 82% if they invested five years ago
The recent bounce might mean the long decline is over, but we are not confident.
12/20/2024
Where Is Wealth Management Heading?
This approach, inspired by Jeff Bezos’ framework for building resilient businesses, helps us understand how certain elements of the industry will remain stable despite whatever the future brings.
12/20/2024
Intesa Sanpaolo aids Italian Exhibition Group development
Italian Exhibition Group is an Italian company in the organisation of international trade fair events.
12/20/2024
Frontier Asset Management Selects SEI to Launch Active ETFs
Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers