07/18/2023
AdvisorHub recognizes elite financial advisors who manage more than $1 billion in client assets based on their innovation, professionalism, and success in the business.
07/18/2023
Citi includes in that tally not only brokers but also private bankers, so-called financial client advisors, relationship managers, and investment counselors.
07/18/2023
In the latest edition of the Top 30 Super Allocators, Europe’s biggest private banks are getting more upbeat about equities, especially with Japan and Asia still going strong.
07/18/2023
Coutts said there was no need to fund monthly mortgage payments via this account and customers would need to undergo full onboarding checks.
07/18/2023
The group is exploring a potential sale of its wealth business, Close Brothers Asset Management, according to a recent report by Bloomberg.
07/18/2023
Prioritize investment in digital tools for greater profitability and client engagement.
07/18/2023
Arbuthnot Banking Group PLC is the holding company for Arbuthnot Latham & Co., Limited.
07/18/2023
The asset manager benefits from a ‘larger team’
07/18/2023
The tender offer is around 30% higher than Liontrust’s but covers only 17.5% of all GAM shares.
07/18/2023
Meanwhile, UBS has to ask itself how big it actually wants to get in the prestigious business, which is considered one of the "prime pieces" of the old CS.
07/18/2023
Quilter has also launched a new customer facing ‘additional needs’ online support to help customers explore the support on offer for people with additional needs.
07/18/2023
Revenue of $13.46 billion vs. expected $13.08 billion.
07/17/2023
Leclercq highlighted that in recent years the UAE economy has attracted long-term investments from Europe and elsewhere, with the golden visa system making the country significantly more attractive to overseas investors.
07/17/2023
The review was prompted by the presence of inactive wealth management clients with assets under $1 million, which led to a reassessment of the business.
07/17/2023
In addition, Daniel Hunziker has been President of the Zurich Banking Association since 2019.
07/17/2023
This compares to the IFRS net loss after tax of CHF 275.2 million for the first half of 2022.
07/17/2023
Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring services are available on the Blueleaf platform.
07/17/2023
Gresham House shareholders will receive 11.05 pounds cash for each share held, Searchlight said, representing a 62.5% premium to the stock's last closing price.
07/17/2023
Swiss group echoes sentiment expressed by UK group’s chief executive last week.
07/17/2023
Wealth assets generally shrink in the final month of a quarter from the previous month because of factors such as end-of-quarter assessments and maturity dates, he said.