08/18/2023
additiv: Pioneering the Next Frontier in Wealth Management
By utilising additiv’s platform, financial or non-financial brands can access wealth, insurance and credit solution creating unique value propositions.
Wealth and Asset Management
08/18/2023
The Big Interview: Impax CEO on avoiding 'lazy' ESG acronym and doubling assets by 2030
Push into social markets and bonds
08/18/2023
HNW individuals to benefit from Quilter's latest partnership
Quilter will provide education, materials, and webinars as part of deal
08/18/2023
GAM shareholders offer new loan facility to replace Liontrust offer
Increased holding in GAM
08/17/2023
Quilter launches client communications toolkit for advisers
Quilter itself is in the process of adopting the CLEAR principles for all the client-facing materials it produces
08/17/2023
Beware of wealth managers quoting data
Ninety-four per cent of providers claim to deliver ‘top’ performance
08/17/2023
Restructuring at UBS Headquarters has Begun
The reorganization now underway in Switzerland
08/17/2023
Aargauische Kantonalbank Half-year result 2023
With a business success of CHF 156.3 million and a half-year profit of CHF 133.0 million, it achieved new records.
08/17/2023
How the Coutts Foundation and Winner are helping tackle poverty and support vulnerable women
As an independent fund the Coutts Foundation works with over 20 charities and support groups across the UK with nearly £1 million in grants given annually, here we look at their work supporting vulnerable women in Hull with Winner.
08/17/2023
Quilter Cheviot announces new non-executive director affinity partnership
This relationship comes as Quilter Cheviot look to further develop growth partnerships to provide bespoke wealth management services to high-net-worth clients.
08/17/2023
VP Bank once again increases corporate earnings and remains on track in terms of strategy implementation
The Group increased its operating income by 17 per cent to CHF 188.3 million
08/17/2023
Change in the TKB Bankrat 2024
The Thurgau government is responsible for evaluating a suitable new member for the bank's strategic management body.
08/17/2023
BCV Group in the first half of 2023: net profit up 22%
The Group's other ordinary results amounted to CHF 19 million
08/17/2023
Exciting times for Canada's wealth technology space
New president of Broadridge Canada speaks out on growing AI opportunity, risk of 'spaghettification' in wealth tech, and more
08/17/2023
HSBC launches ETF servicing platform
As part of the roll-out of ETF Platform Solutions, HSBC has also partnered with Calastone to provide a next-generation ETF Order Management system.
08/17/2023
Citigroup adds thousands of Asia wealth clients in global push
The customers were taken on during the first half of the year, according to a spokeswoman for the New York-based firm.
08/16/2023
Growth of Millionaires is in the Fast Lane
High returns beckon if it manages to play to its traditional strengths even during the ongoing integration of its former rival.
08/16/2023
Three Strategies to Keep the Next Generation of Clients
The financial advisor job is more than just crunching numbers.
08/16/2023
LGT reports very strong net asset inflows and higher net income in the first half of 2023, continuing its profitable growth path
The Group’s total operating income increased 17% to CHF 1234.5 million in the first half of 2023.
08/16/2023
VZ Group impresses with profit growth of 12.1 percent
VZ Group’s business continued to develop well in the past six months.