02/22/2022
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion
02/21/2022
While as a matter of law Credit Suisse cannot comment on potential client relationships, we can confirm that actions have been taken in line with applicable policies and regulatory requirements at the relevant times, and that related issues have already b
02/21/2022
All wealth management clients tend to have multiple financial relationships, such as retail banking accounts, 401(k) accounts from previous jobs, robo-advisor or brokerage accounts, and more.
02/21/2022
The alternatives platform of Citic Securities has launched a China-market US dollar-denominated private equity fund.
02/21/2022
Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.
02/21/2022
In this interview with Help Net Security, Lee Garf, GM of Financial Markets Compliance at NICE Actimize, explains how behavioral intelligence technology can help the finance sector tackle client abuse and lower regulatory risk.
02/21/2022
A Belfast wealth management firm has recorded ‘significant growth’ throughout 2021, despite ongoing challenges posed by the Covid-19 pandemic.
02/18/2022
Man GLG launches global bond fund for AAA-rated Golan
The Man GLG Global Investment Grade Opportunities fund will invest at least 80% of its net asset value in investment grade bonds
02/18/2022
StanChart CEO Hopes to Stay With Bank Until 2024
And its CEO Bill Winters hopes that he will remain at the helm long enough to see the bank hit the target.
02/18/2022
The Swiss market leader confirmed the move to the agency.
02/18/2022
It remains to be seen whether the waves will reach Zurich, where TwentyFour's parent company is based.
02/18/2022
The institute also managed to reduce the cost-income ratio again.
02/18/2022
Flavel said 2021 proved to be “a stand-out year”, both in terms of Coutts' financial results
02/18/2022
EFG International understands that such actions will trigger the repayment and subsequent cancellation of all outstanding EFG Fiduciary Certificates by the Fiduciary.
02/18/2022
“In this context, a multi-asset strategy underpinned by a dynamic and consistent investment process is well suited to protect investors from these risks.”
02/18/2022
Instead the employees involved, should use their function, such as head of a trading team or investment specialist.
02/18/2022
This share is more than double the share of companies holding cash for imminent transactions.
02/17/2022
Recognition comes as family offices and wealth managers are increasingly being relied upon by their clients to help reduce the skyrocketing risks from modern cyber attacks, financial fraud, and personal privacy exploitation
02/17/2022
Goldman Sachs Private Wealth Management arm opens new office in Monaco
Last month, Goldman Sachs' shares fell after Wall Street's premier investment bank missed quarterly profit expectations
02/17/2022
A reconciliation of restructuring and other items excluded from underlying results is set out