08/23/2023
Radicant clears important hurdle
Customers are also offered account management and the processing of payment transactions as well as a physical and virtual debit card and payment services such as Apple Pay, Google Pay and Twint.
Wealth and Asset Management
08/23/2023
Gam says loan linked to rival bidder is ‘insufficient’
It comes after last week Rock Investments wrote to the Gam board proposing short-term bridge financing should the Liontrust offer be unsuccessful.
08/23/2023
SJP defends loan levels by stating adviser defaults are 'low'
It takes a number of measures to keep defaults low, with its latest set of accounts showing that over the past decade only 0.05 per cent of loans were not repaid.
08/23/2023
Clearview to divest from wealth management within FY24
Claims and lapse underwriting experienced profits and life underlying NPAT margin was 12.4 per cent.
08/23/2023
Markus Wintsch: «The disappearance of Credit Suisse offers opportunities»
With this step, they hoped to have greater entrepreneurial freedom and more time for their main goal of having direct contact with clients.
08/23/2023
Raiffeisen Boosts Profits as All Units Contribute
It benefitted greatly from increased interest rates.
08/23/2023
Unravelling the Market Mystique: A Deep Dive with GAM’s Head of Asia
From the aftermath of the pandemic-induced economic shutdown to the evolving nature of investment avenues, here's a detailed dissection of the year's market landscape.
08/23/2023
How Lombard Odier navigates a shifting financial landscape
227 year-old Swiss wealth and asset manager reveals insights into private markets appeal and sustainable investment, while forging strategic alliances with local financial institutions
08/23/2023
HSBC bullish on opportunities in Asia as region’s wealth creation outpaces peers
The bank’s investments and wealth solutions team are focused on helping their clients make the most of the wealth opportunity in Asia
08/23/2023
Tenet to cut staff amid network closure
While the business anticipates there will be a small number of redundancies, it is looking minimise this and will be communicating with its staff.
08/23/2023
Liontrust to lose FTSE 250 spot in reshuffle as abrdn drops out of FTSE 100
FTSE UK Index series quarterly review
08/23/2023
Liontrust has ‘messed up’ Gam takeover, experts warn
Under the leadership of John Ions, the firm’s assets under management have grown from £1bn to more than £31bn over the past 13 years.
08/22/2023
Swiss Banks Are Once Again Investing More
It indicates a desire to invest to keep pace with competitors or improve their position.
08/22/2023
Evelyn Partners agrees terms for new prestigious Bristol office at landmark EQ building
The office will provide flexibility for colleagues to work both at desks and in collaborative areas.
08/22/2023
StanChart’s Asia CEO Ready for Bumpy Road, Bets on China Wealth
Asia CEO sees ‘fundamental’ need for China wealth to diversify
08/22/2023
Supporting many of the world’s leading families and wealth creators across generations and geographies
Wealth Planning UK – seeing you through the uncertainty of divorce
08/22/2023
Brooks Macdonald partners with family business group
The firm joins forces with Family Business United to provide family business members with financial planning and investment management support.
08/22/2023
Data Management, Analytics, AI and ML: Helping Elevate the Wealth Management Proposition
He believes AI- and ML- enhanced data is central to the future of the industry but warns that the pace of adoption will also be reined in by the compliance and governance difficulties in assessing and then controlling the solutions.
08/22/2023
Wealth management firm makes EQ move
The EQ building is Bristol's first new office development to target Net Zero carbon in operation in accordance with the UKGBC framework.
08/22/2023
The banks have plenty of money for investments
On the other hand, an increased level of costs could prove to be a burden if things don't go so smoothly again in the coming years.