07/21/2023
Close Brothers said it was ‘focusing on disciplined growth, cost efficiency and capital optimisation’ but did not address speculation it was considering a sale of its wealth arm.
07/21/2023
Mainland officials support the strengthening of Hong Kong’s international financial centre status: chairman of industry body HKAB
07/21/2023
Investor sentiment is rising along with expectation of the Fed navigating a soft landing.
07/21/2023
Net profit was 110.8 million compared with 112.6 million a year before, a 1.6 percent decline.
07/21/2023
As the number of clients personally serviced by wealth managers and financial advisors continues to grow, advancements in technology are expected to play a major role in this trend.
07/20/2023
Speaking at its mid-year conference, the CEO said that in 14 years, reaching $20 trillion of client assets under management is achievable.
07/20/2023
Nomura has obtained a Category 4 licence from the Dubai Financial Services Authority (DFSA) to expand the scope of its International Wealth Management business
07/20/2023
Trading income fell 90 percent to 17.8 million in the first half, and net fee income increased 7 percent to 123.9 million, resulting in an operating income of 147.1 million, half of what it was a year ago.
07/20/2023
Unique will continue to operate independently, but with further support from Benchmark’s technology and training and development, alongside additional group resources across marketing, finance, people management and compliance services.
07/20/2023
The rankings are based on client feedback and in-depth analysis of the best law firms and lawyers in the UK and London.
07/20/2023
The deal will be paid for by issuing 7.5m new ordinary shares in Oberon and is expected to boost Oberon’s profit before tax.
07/20/2023
The combination of Charles River IMS and ADP empowers their business with faster insights, increased operational efficiency, and greater collaboration across investment teams.
07/19/2023
A new Client Lifecycle Team has been established by SG Kleinwort Hambros (SGKH) and Was Chaudry has been named as the team's head.
07/19/2023
Welcome to the Spear’s ranking of the best precious metals advisers for high-net-worth-individuals in the UK
07/19/2023
These hires reflect the firm's deep commitment to Philadelphia and the mid-Atlantic region, its private business owners, and local endowments, foundations, and non-profit institutions.
07/19/2023
The bank’s global head of wealth management sets out the case for a fully-converged digital platform across segments and geographies.
07/19/2023
Tech stock valuations leave little margin for error in the upcoming reporting season, whereas banks are only trading at book value despite an improving backdrop, says Citi Global Wealth chief investment officer David Bailin.
07/19/2023
The WealthBriefing WealthForGood Awards distinguish the top players in the global wealth management industry.
07/19/2023
Distressed debt and senior secured loans look attractive, but must not neglect potential issues within the asset class, such as limited transparency and liquidity.
07/19/2023
The private bank invests CHF200m in a new digitalisation strategy.