05/12/2023
HSBC has attracted USD22 billion globally in net new money in the first quarter, with almost two-thirds of that coming from Asia, Nuno Matos, global head of wealth and personal banking, said in an interview.
05/12/2023
Credit Suisse shares will be included in the MSCI Small Cap Index until they disappear completely when they are exchanged for UBS shares with the completion of the takeover.
05/12/2023
That's about as long as it takes for the many employees at CS to know how things are going with them and their jobs.
05/12/2023
Company will maintain it Berks location
05/12/2023
His comments come amid a period of soul-searching in the Square Mile as regulators and officials scramble to revive London’s listing market after a number of firms seemed to ditch the capital in favour of New York.
05/12/2023
The situation at Credit Suisse has stabilized and outflows from the bank had been halted
05/12/2023
There’s currently an important difference of opinion among investors about where markets might go next. And we believe caution is key until it’s resolved.
05/12/2023
Perspective, which received backing from CBPE Capital in 2020, has established itself as one of the major consolidators in an ongoing wave of M&A activity in the UK’s wealth management sector.
05/11/2023
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients
05/11/2023
The bids, which closed on March 10, were followed by First Citizens BancShares purchasing all the loans and deposits of SVB later that month
05/11/2023
The lending relationships prompting concerns are ostensibly in higher-risk markets such as Indonesia, Vietnam, Malaysia, and India, and these assets could either be run off or disposed of.
05/11/2023
Inflation and the increase in the cost of goods and services (86%) remain the biggest financial concern in 2023
05/11/2023
The platform allows clients to keep up with the top interest rates and spread their money across several accounts
05/11/2023
This acquisition will further the Group’s ambition to become a truly national wealth management business
05/11/2023
Welcome to the Spear’s ranking of the best family law barristers for high-net-worth individuals in the UK
05/11/2023
The two firms comprise seven financial advisers between them and serve clients across Northern Ireland in the private client and corporate client markets.
05/11/2023
Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.
05/11/2023
It also comes with a number of surprising forecasts.
05/11/2023
This condition makes the offer unfair to GAM shareholders.
05/11/2023
Ashton Thomas launched its GSAS experience for advisors using the enterprise wealth management platform of spinoff fintech provider, Amplify Technology.