04/19/2023
Purchase of Grove Point Financial brings 400 independent financial professionals with approximately $15 billion of assets under administration to fast-growing Atria Wealth Solutions. Grove Point will maintain its existing clearing and custody relationship
04/19/2023
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS.
04/19/2023
The jurisdiction’s key focus areas of Islamic finance, captives and digital financial services record significant achievements
04/19/2023
It has processed over £12bn in payments for HMRC and has recently gone live with its unique offering for one of the UK’s largest investment platforms.
04/19/2023
Analysts estimate a loss of CHF 110bn, but in a worst-case scenario, this could rise to CHF 162bn or a third of assets.
04/19/2023
Quaestor Coach specialises in the acquisition and development of wealth and asset management firms.
04/19/2023
The Bank aims to equip its clients and their Next Generation with the necessary skills to navigate cross-generational transitions and preserve their family legacy
04/19/2023
In addition, partner and general manager François Reyl was also convicted in the case involving practices at the bank from 2009 to 2013 and fined half a million euros.
04/19/2023
Expansion signals commitment to Hong Kong as a core market and dedication to nurturing a diverse, talented workforce to serve clients in the region.
04/19/2023
According to FCA data, Citadel Advisors Europe had a 0.5% short position against the wealth management group on 12 April.
04/18/2023
Mildly positive returns across the risk spectrum tell the story of another risk storm having passed without sinking global capital markets.
04/18/2023
Those advisors that are considered for the ranking have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records and industry experience.
04/18/2023
HSBC's wealth and personal banking CEO, Nuno Matos, is encouraged that investment schemes will make mainland China a ‘significant wealth market’.
04/18/2023
The bank is now in the process of being taken over by arch-rival UBS.
04/18/2023
Private Banker Finance primarily specialises in sourcing mortgages for £1m and over.
04/18/2023
Net inflows in the second half of the year were £0.887bn, an average of £148m per month, maintaining the strong performance delivered in the first half of the year of £0.907bn.
04/18/2023
A combination of London-listed Liontrust Asset Management and GAM would create a fund manager overseeing roughly £100bn in assets, Sky News learns.
04/18/2023
Five years ago the US and China began imposing tit-for-tat customs duties, adding friction to global trade.
04/18/2023
The bank is targeting entrepreneurs with investible assets
04/18/2023
The Advisory Board and FinTech Global team set out to find the best and brightest companies that are solving the industry’s most significant problems, raising capital, generating revenue, and gaining customer traction.