08/21/2023
LPL Financial Welcomes Watermark Wealth Management
The team has grown over the years to now include 16 advisors and 12 support staff members, all with a passion for helping others improve and maintain their financial achievements.
Wealth and Asset Management
08/21/2023
Wealth and asset firms expect US recession, weakened industry growth
Dual-industry surveys reveal some big challenges ahead.
08/21/2023
Tatton IM rolls out money market portfolios in MPS
Following feedback from financial advisers
08/18/2023
Hang Seng Bank Expands Its Cross-Border Wealth Management Presence
These new additions join the bank's existing hubs in Sheung Shui, Central, Kowloon Tong in Hong Kong, and Guangzhou in mainland China.
08/18/2023
UBS Seeks to Hire Several Private Bankers to Serve India’s Rich
Firm returns to India private banking with Credit Suisse deal
08/18/2023
UBS Welcomes Clients to New Philadelphia Office
David Lojpersberger joins as Market Director, bringing decades of experience and extensive knowledge of the local market
08/18/2023
NewGAMe investor group offers bridge financing to GAM and increases investment with an equity swap
The total amount would match the Liontrust loans of approximately CHF 20m and lending terms for the NewGAMe funding would reflect a transaction entered into at arm's length.
08/18/2023
Sallie Krawcheck says women feel more shame about money than sex and death
The Ellevest CEO is over criticisms about how women make and spend their money.
08/18/2023
BNP Paribas Asset Management enjoys substantial asset growth in its ETF business and expands its UCITS offering
Sereyjol-Garros has a background in quantitative strategies and structured products.
08/18/2023
additiv: Pioneering the Next Frontier in Wealth Management
By utilising additiv’s platform, financial or non-financial brands can access wealth, insurance and credit solution creating unique value propositions.
08/18/2023
The Big Interview: Impax CEO on avoiding 'lazy' ESG acronym and doubling assets by 2030
Push into social markets and bonds
08/18/2023
HNW individuals to benefit from Quilter's latest partnership
Quilter will provide education, materials, and webinars as part of deal
08/18/2023
GAM shareholders offer new loan facility to replace Liontrust offer
Increased holding in GAM
08/17/2023
Quilter launches client communications toolkit for advisers
Quilter itself is in the process of adopting the CLEAR principles for all the client-facing materials it produces
08/17/2023
Beware of wealth managers quoting data
Ninety-four per cent of providers claim to deliver ‘top’ performance
08/17/2023
Restructuring at UBS Headquarters has Begun
The reorganization now underway in Switzerland
08/17/2023
Aargauische Kantonalbank Half-year result 2023
With a business success of CHF 156.3 million and a half-year profit of CHF 133.0 million, it achieved new records.
08/17/2023
How the Coutts Foundation and Winner are helping tackle poverty and support vulnerable women
As an independent fund the Coutts Foundation works with over 20 charities and support groups across the UK with nearly £1 million in grants given annually, here we look at their work supporting vulnerable women in Hull with Winner.
08/17/2023
Quilter Cheviot announces new non-executive director affinity partnership
This relationship comes as Quilter Cheviot look to further develop growth partnerships to provide bespoke wealth management services to high-net-worth clients.
08/17/2023
VP Bank once again increases corporate earnings and remains on track in terms of strategy implementation
The Group increased its operating income by 17 per cent to CHF 188.3 million