06/14/2023
Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.
06/13/2023
"At Hightower, we talk a lot about "well-th"—the concept that wealth encompasses more than money,"
06/13/2023
Financial Times Group Publication PWM Announces Wealth Tech Awards
06/13/2023
Profit Hike: significant increase in profit expected for the first half of 2023
06/13/2023
HIGHVERN has previously collected awards for ‘Fund Administration’ as well as ‘Technology & Innovation’
06/13/2023
During today’s event, Schroders plc will share the growth prospects for each of its three Wealth Management businesses:
06/13/2023
The move will reflect the rapid growth of the firm, which currently has more than £130m in gross revenues with 1,200 colleagues across 56 locations.
06/13/2023
Companies such as Goldman Sachs and Morgan Stanley cut ties with the firm in the wake of the allegations, and the Financial Conduct Authority is widening an existing investigation into the firm.
06/13/2023
The GAM Board continues to strongly recommend that shareholders accept the Liontrust offer.
06/13/2023
For investors, economic crises and dislocated markets historically deliver outperformance, on condition that they can access a broad range of top managers and maintain a consistent, long-term horizon.
06/13/2023
Organic net inflows were £1.794bn (2022: £1.277bn), an increase of 15.8% of opening AUM with an average run rate of £150m per month.
06/13/2023
The group will divide the business into a financial consultant model and regional advice model in a restructure of its financial planning arm.
06/13/2023
The bank has stopped accepting new retail customers in New Zealand and the wind-down is expected to occur over several years in phases.
06/13/2023
What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.
06/12/2023
The Asset also named Citi Digital Bank of the Year in Hong Kong, India, Indonesia, Thailand, and Sri Lanka.
06/12/2023
BNP Paribas and Agriculture Bank of China launch wealth-management joint-venture as regulator vows consistent and continued financial opening
06/12/2023
The transaction, which is subject to regulatory approval, is expected to complete later this year.
06/12/2023
Credit Suisse Group AG has been merged into UBS Group AG and the combined entity will operate as a consolidated banking group.
06/12/2023
This prestigious accolade recognises Goldman Lampe's exceptional commitment to offering comprehensive and innovative wealth management solutions to its ultra-high-net-worth clientele.
06/12/2023
The Frankly digital pension solution has around CHF 1.9bn in pillar 3a customer assets.