08/29/2024
Clients also praise Yann for being ‘acutely aware of international market trends and the way UAE platforms provide useful solutions for clients.’
08/29/2024
As the total addressable market size for fee revenue in the affluent segment is estimated to be up to USD 40 billion annually, this presents a significant opportunity to wealth managers.
08/29/2024
Now in their fourteenth year, these awards were established to highlight the excellence of the advisors and managers in the private wealth sector
08/29/2024
Lombard Odier’s balance sheet remains strong, liquid and conservatively invested, and totalled CHF 13 billion at end-June 2024.
08/29/2024
Against this backdrop, managers must reconcile inbound calls and staff rotas to ensure key call centre metrics, such as customer satisfaction targets, Average Handling Times (AHT) and abandonment rates are met.
08/29/2024
The balance sheet total stood at 2.5 billion francs at the end of June.
08/29/2024
Glasgow base helps Tweed Wealth Management cover the nation
08/29/2024
The team also added to its positions in the FTGF ClearBridge US Equity Sustainability Leaders and Brown US Sustainable Growth funds.
08/29/2024
The stark warning from wealth managers follows UK Chancellor Rachel Reeves refusing to rule out tax rises and after Sir Keir Starmer warned the autumn budget will be ‘painful.’
08/29/2024
The portfolio typically has a short to medium-term maturity such as three or five years, depending on the investment horizon.
08/29/2024
Three Steward advisors earn place on prestigious list honoring advisors under 40
08/29/2024
Nearly 399,000 Americans also have a least $1 million in an individual retirement account.
08/28/2024
Since Hoxton’s inception in 2018 it has committed to being a more wealth tech-focused and less ‘pen, paper and pinstripes’ advisory model
08/28/2024
The division that generates a quarter of revenue at Japan’s biggest brokerage is past an era of reducing staff and is now keen to recruit mid-career talent
08/28/2024
The BCGE Group’s front-office divisions are being restructured to strengthen their positioning vis-à-vis the Bank’s various client segments.
08/28/2024
Earlier this month, the EFG Harris Allday team relocated to a new, state-of-the-art location in the heart of the business district at 103 Colmore Row, Birmingham.
08/28/2024
A comparison is relatively difficult because we had special effects last year due to the takeover of Bank Pâris Bertrand.
08/28/2024
Both the discontinued fund and the absorbing fund are managed by Wolfgang Matejka.
08/28/2024
The bank has reported a year-on-year drop of 20% in gross profit while assets under management rose to CHF 33.9bn.
08/27/2024
Barclays announced plans in April to restructure its wealth business