10/18/2023
Morgan Stanley slips as wealth management revenue disappoints
In terms of revenue, the quarter generated $13.3 billion, slightly exceeding the consensus estimate of $13.25 billion.
Wealth and Asset Management
10/18/2023
LGT obtains global Great Place to Work certification
LGT has been certified by the international consulting and research institute Great Place to Work as an excellent employer.
10/18/2023
Brooks Macdonald unveils international gilt portfolio service
Wealth manager Brooks Macdonald has announced the launch of its gilt portfolio service.
10/18/2023
Four Geneva CIOs reveal biggest contrarian calls
In Citywire’s new series Strategists with a View, investment chiefs discuss the investments the market is overlooking.
10/17/2023
Wilmington Wealth Management Firm Joins New York Conglomerate
Rockefeller touted the expertise Decision Point Wealth Partners will bring to Rockefeller in its release, stating the Wimington team has 120 years of combined experience in private wealth management.
10/17/2023
Introduction: UK WealthTech Landscape Report 2023
In the UK, there is plenty to go at. Nowhere is this more pertinent for the UK wealth management community than within the mass affluent sector, either self-made or those that are short to inherit.
10/17/2023
A unique online private wealth platform for Singapore
The clients of Swissquote in Asia appreciate that most transactions can be done online without complicated manual processes.
10/17/2023
Abbove Selected as a Banking Tech Awards 2023 Finalist
The Banking Tech Awards program produced by Fintech Futures celebrates excellence and outstanding achievements in the banking and fintech industry.
10/17/2023
Raymond James Selects J.P. Morgan Asset Management's 55ip
55ip delivers custom, tax-smart investing at scale.
10/17/2023
RMB Private Bank wins for best customer experience
Emotional connection drives the experience in private banking, reveals the Ask Afrika Orange Index
10/17/2023
Jupiter records £1bn outflow and announces new charging structure
Shares in the fund firm were down 10% this morning as its institutional push failed to stem £1bn of Q3 outflows.
10/17/2023
SJP scraps exit fees in charges overhaul
UK’s largest advice company will no longer charge an exit fee on new investment bonds and pensions and has slashed its initial advice charge.
10/17/2023
Wealth manager Aktia choose Temenos to boost modernisation
Finland-based wealth manager Aktia has picked Temenos to help modernise its payments capabilities.
10/17/2023
Beyond FS grows its wealth and asset management unit
Beyond FS, a growing transformation expert for banks, wealth, and asset managers, and fintech’s, has recruited another ex-Capco consultant, Ilai Schechter.
10/17/2023
Blockchain in wealth management: what are we waiting for?
Blockchain has been heavily touted as the solution to all of finance's problems, but how will it affect wealth management?
10/17/2023
Wealth flight: should we care when the rich threaten to go into tax exile?
High earners often warn they will up and move when taxes are raised, but in the long term they are better off staying put
10/16/2023
How Wealth Managers Should Weigh Up the Value Proposition of the Investment Platform and Wealth Service Providers
The degree of importance of each component may differ for each client, so finding the right provider that matches the client’s expectations will ultimately result in trust gained.
10/16/2023
Financial center defies crises – Geneva banks get away with a black eye despite the banking earthquake – News
As an umbrella organization, the foundation represents banks, asset managers and other financial institutions in Geneva.
10/16/2023
Barclays' Ambitious Expansion Strategy under CEO Rahim Daya
Daya's vision for Barclays Switzerland involves bold expansion plans, a departure from the bank's traditionally conservative and low-risk approach.
10/16/2023
Charles Russell Speechlys formally launches its Private Office
This new pioneering initiative will cater for the changing demands of global private capital clients, entrepreneurs, families, and their businesses.