11/21/2024
By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.
11/21/2024
This merger represents a significant leap in scale, addressing a common growth challenge faced by many independent advisors.
11/21/2024
Acquisition comes amid continuing consolidation in the sector
11/21/2024
Alternative asset manager launches Blackstone University programme along with Private Wealth Management Association
11/21/2024
The launch of Global Private Banking in Kuwait is a significant milestone for HSBC and reinforces its commitment to Kuwait.
11/21/2024
Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.
11/21/2024
The aim is to go for 20% growth over the next twelve months
11/21/2024
Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.
11/21/2024
Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.
11/21/2024
Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team
11/21/2024
The merger is set to establish Minnesota's first Carson Wealth location, with $350m in assets.
11/20/2024
The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.
11/20/2024
The deal to take over One Swiss Bank will take the assets under management of the Arab Bank Switzerland Group to nearly CHF 20bn.
11/20/2024
Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23
11/20/2024
The deal gives Robinhood a toehold in one of the fastest-growing segments of the multi-trillion dollar wealth management industry—and advances Robinhood’s goal of diversifying its business.
11/20/2024
The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.
11/20/2024
The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients.
11/20/2024
It will take over management of its £17bn in assets under management
11/20/2024
Europe and Germany, however, may not be in for a good time.
11/20/2024
UBS will become the founding and lead partner of ART SG, an international art fair for Singapore and Southeast Asia, for the third consecutive year in 2025