11/18/2024
With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts.
11/18/2024
First, the impact of AI on potential climate solutions is now more concrete than ever.
11/18/2024
Over the past three years, the region has proven to be a solid base for the development of financial activities of all kinds, not least under the committed patronage of the city of Lugano.
11/18/2024
The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024
11/18/2024
Regulatory risks are considered far more worrying than the ongoing interest rate policy of central banks.
11/18/2024
This service will be available to all private banking clients, including Independent Advisory and Wealth clients, who asked for it.
11/18/2024
The move could see retrenchment of up to 20 investment roles and several support positions.
11/18/2024
The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.
11/18/2024
Metzler Bank was established in 1674 in Frankfurt, a city in the west of Germany now home to several large banks.
11/18/2024
Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.
11/18/2024
Fintech firms will see strong gains but traditional wealth firms continue to lead
11/15/2024
Switzerland ranks highly as a preferred destination for HSBC's wealthy clients when considering moving their assets partly or entirely abroad or even relocating permanently.
11/15/2024
Global Finance announced the winners across various regional categories, drawing on comprehensive evaluations by the magazine’s editorial team.
11/15/2024
Phoenix’s investment will be made through its new private markets joint venture with Schroders, Future Growth Capital.
11/15/2024
The asset management giant has purchased Aixigo to enhance its digital solutions for wealth management clients.
11/15/2024
The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.
11/15/2024
Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.
11/15/2024
Suva won the award in the category «Digital Excellence Government & NPO» with the largest project in its 100-year history: «smartCare.»
11/15/2024
The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.
11/14/2024
During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.