09/11/2023
To enable end-to-end digitization, we are investing in a single wealth platform to drive technology convergence across segments and markets, harness scale and cost efficiency, automate operations, and increase the speed of deployment.
09/11/2023
However, there is no doubt with a proper ETF strategy, GSAM’s distribution power could enable them to have an impact on the market and gather significant assets.
09/11/2023
According to some, proposals have been circulating among potential interested parties and a few of them have even signalled interest.
09/11/2023
The UK private banking division of EFG International, EFG Private Bank announced the hiring of Francesca Speroni as team leader and deputy head of private banking, effective 4 September 2023.
09/11/2023
Morgan Stanley’s CEO, InvestmentNews' 2023 Icon, has upset advisors at times with his policies but is revered for leading spectacular growth and his Smith Barney ‘master stroke.’
09/11/2023
BNP Paribas ABC Wealth aims to develop innovative investment solutions to meet growing demand for wealth management in China
09/08/2023
That body also defines the training and work experience required to earn the CFP designation.
09/08/2023
Clients with $25 million-plus require the most hand-holding from financial advisors.
09/08/2023
The aim is to support the creation of long-term value for clients, leading to sustainable benefits for the economy, the environment and society.
09/08/2023
JTC won one of these accolades, ‘Trust Company of the Year – Caribbean’, at the 2023 IFC awards.
09/08/2023
Markus Habbel, a consultant at Bain, explains why 250m people might soon be in need of a wealth manager.
09/08/2023
Cheltenham office opened in August
09/08/2023
The unemployment rate remained stable at 1.7 percent in August.
09/08/2023
In an ever-evolving world where women’s wealth is growing faster than men, there is an increasing urgency to shatter the glass ceilings between women and wealth.
09/08/2023
In future they will appear on the market under the name Fase Wealth Zurich.
09/08/2023
The Board of Directors of EFG International has decided to buy back up to a maximum of 6 million own registered shares with a nominal value of CHF 0.50 each.
09/08/2023
University degrees were not a requirement for the programme to support Quilter Cheviot’s ambitions to increase diversity within the industry.
09/08/2023
However, how they plan to allocate to impact investing and their reasons for doing so differ.
09/08/2023
ARC’s latest estimates suggest that all four of its private client indices were in the red in August as investment managers tried to second-guess the direction of inflation.
09/07/2023
Investec and Rathbones back in April entered into a definitive agreement to merge Rathbones with Investec Wealth & Investment.