08/31/2021
Introduction to Profile Software and the firm's offering to the wealth management market
Panagiotis provides us with a brief introduction to Profile Software
Wealth and Asset Management
08/31/2021
The key areas wealth managers are targeting
Wealth clients are increasingly expecting asset management services that are digitally sophisticated, ‘sustainable’ and ‘goal-led’, while also providing access to a broad range of asset classes for investment diversification and be
08/30/2021
FNB Wealth and Investment targeting ‘millions’ of clients
FNB division wants to cross-sell its products to the group’s 9-million retail banking clients
08/30/2021
SZKB reports 13.4% AUM growth
The bank's CEO said it is likely to be a challenging year.
08/30/2021
Mirabaud records 12% AUM increase
The Group’s consolidated net profit totalled CHF 20.9 million.
08/30/2021
Smart beta ETFs gaining traction with European private banks
Specific sector or country exposure considered most important consideration when evaluating ETFs
08/30/2021
Two UBS Advisors named to the Forbes/SHOOK Top 250 Wealth Advisors List
They’ve both achieved an incredible level of success as Financial Advisors through their dedication, focus, and commitment to their clients.
08/29/2021
Eealth manager for the Rothschild family applies to open Hong Kong office
Expansion of Cambridge Associates in Hong Kong, its fourth office in Asia-Pacific after Singapore and Beijing, will allow it to capture opportunities in Greater Bay Area, executive says
08/29/2021
Boutique fund managers fashion a tidy profit
There is evidence of a boutique asset management premium in terms of returns.
08/29/2021
EFG Bank integrates innovation into strategy for clients
The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.
08/27/2021
Mattioli Woods buys Buckinghamshire IFA for £1.8m
Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Mattioli Woods is pleased to announce th
08/27/2021
Luzerner Kantonalbank sees 9.2% AUM growth
Half-year report shows solid earnings growth and effective cost-income ratio.
08/27/2021
UOB enhances HNW capabilities as part of plans to accelerate business growth across Asia
UOB’s HNW segment currently accounts for half of the Bank’s wealth management fee income which it aims to double within five years.
08/26/2021
Van Lanschot Kempen: strong net profit of €58.3 million
There is every reason to believe that we are well positioned for further growth in all our businesses.
08/26/2021
Suntera Global announces acquisition in Luxembourg
The move supports its growth strategy and complements its office network in Jersey, Cayman, Bahamas, Isle of Man, Malta, Hong Kong and Switzerland.
08/26/2021
Lombard Odier Group reports results for first six months
This robust increase was supported by strong net new money flows over the six-month period, positive investment performance and market impacts.
08/26/2021
Raiffeisen Has to Get It Right This Time
Raiffeisen Switzerland can’t wait to put its experience of Guy Lachappelle as the bank’s chairman firmly behind it.
08/26/2021
TEAM is building for success in wealth management
As a new business, material growth is achievable through opportunistic and nimble investments in suitable businesses, while the medium and longer-term growth expectations from the wider wealth and asset management market could provide sustained revenue gr
08/26/2021
Wealth management firm acquires South-West based advice firm
In 2016 Courtiers bought Oxford-based IFA JRH Asset Management.
08/26/2021
Open Finance – A Wealth Management Silver Bullet?
But other demands could have an equally profound effect on wealth management.