08/25/2021
Zurich independent asset manager awarded Finma licence
There are now nine firms licensed by Finma as portfolio managers and trustees, monitored by a supervisory organization under the FinIA legislation.
08/25/2021
Private markets as an asset class have gained greatly in importance in recent years.
08/25/2021
They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.
08/25/2021
“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”
08/25/2021
Finverity counts on “the enormous experience” that the new manager brings with him. This in turn does not mince words about Greensill Capital.
08/25/2021
The Financial Ombudsman Service has told St James’s Place to pay out over advice that led to two clients incurring an avoidable CGT bill on £600,000 of savings.
08/25/2021
LGT is confident that it will remain on its sustainable growth path in the second half of 2021.
08/25/2021
New Partnership to Reinforce WEG's Position as Platform of Choice for Successful Independent Wealth Management Businesses
08/25/2021
The Global Equity fund will be renamed the Liontrust Global Innovation fund in October.
08/25/2021
The advisors reported having served approximately $235 million in advisory, brokerage and retirement plan assets*.
08/24/2021
Once the transaction closes, GYL's institutional and private client services in West Hartford, Westport, and Parsippany will move forward together under one brand name, GYL Financial Synergies.
08/24/2021
It ‘bridges a gap in the market for premium health insurance, health management and wellness’
08/24/2021
UBS has had an established track record for hiring advisors from private banks, nabbing the vast majority of around a dozen large teams that have exited from J.P. Morgan Private Bank over the past year.
08/24/2021
Hubbis met with Steve recently by video call to learn of the firm’s recent progress since the pandemic struck.
08/24/2021
At ground level for investors are the companies we may choose to invest in.
08/24/2021
In the few years that he had been studying abroad, the economic structure had changed dramatically, and people in the emerging private sector were earning more than those with fixed incomes, irrespective of their contribution to society.
08/24/2021
They are frequently used by professional advisers to screen for the best performing funds in a sector and at a factsheet level are used as part of an adviser's paper trail to show thorough and rigorous research has been undertaken.
08/24/2021
Our consistent financial performance enables us to deliver on our vision for a sustainable future.
08/24/2021
Strategies Support Goals-Based Approach with Greater Investment Flexibility
08/23/2021
The strategy qualifies for Article 8 of the EU Sustainable Finance Disclosure Regulation.