09/16/2022
The Founder and Executive Chairman of the UK’s most active growth capital investor told Coutts’ clients there were plenty of reasons to support British business despite the challenging economy.
09/15/2022
Three founding partners are top ranked advisors by Forbes/Shook, including the #6 wealth advisor in California
09/15/2022
Rating given by the Office of the Comptroller of the Currency
09/15/2022
After its spate of acquisitions, Morgan Stanley now has relationships with 16.5 million clients, Andy Saperstein, its head of wealth management, points out.
09/15/2022
FUM down by 4.8%
09/15/2022
The Napier platform can be delivered via public cloud, private cloud, or on premise.
09/15/2022
Operating profit was £4.5m, £1.5m higher than H1 2021.
09/15/2022
UBS shares fell as much as 6 percent afterward, which is particularly hard to understand given that Switzerland's largest bank has been a beacon of stability for years now.
09/15/2022
Guillier is jointly responsible for the investment process of the Singularity Fund, while Ben-Menahem chairs the expert advisory board, among other things.
09/15/2022
The premises of the "atelier ämme" are also available to interested parties for workshops, meetings or smaller club meetings - free of charge and outside of opening hours.
09/14/2022
New fund uses alternative strategies to modernize the balanced fund
09/14/2022
It can be integrated with existing client processes such as investment onboarding journeys or home loan lending applications where leads can be passed directly to CRM software.
09/14/2022
Despite volatile market activity in 2022 leading to overall portfolio decline, the majority of respondents in the annual Family Office Survey remain optimistic and expect portfolio gains in the next twelve months
09/14/2022
With a focus on South Africa, Nigeria and Kenya
09/14/2022
Banks have been competing for wealthy individuals, bolstering their advisory and lending practices to capture more assets on their balance sheet.
09/14/2022
Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.
09/14/2022
The bank also announced that it will probably spend more than the promised $5 billion on share buybacks this year - and that it will gradually increase the payouts in the coming years.
09/14/2022
Private equity backing on rise
09/14/2022
With the introduction of these new strategies, the Swiss company says it complements its multi-boutique offering in North America and strengthens its presence in the region with additional solutions for Canadian and American investors.
09/14/2022
US wealth manager LPL Financial has enjoyed an $890m gross profit windfall this year as a result of rising interest rates.