07/13/2022
Under the latest amendment to MiFID II, wealth managers will need to proactively assess their clients’ sustainability preferences in the same way that risk tolerance and investment knowledge are measured currently.
07/13/2022
Investment to accelerate Sanctuary Wealth's growth and reshape the wealth management industry
07/13/2022
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
07/13/2022
The survey of 1,000 high-net-worth (HNW) Millennials found that 84% think frequently about their financial security, but many are unsure of what they need to do to attain it.
07/12/2022
Industry aims to attract rising tide of younger DIY customers coming into inheritances but who need assistance
07/12/2022
Asset allocators had to make some tough decisions in the first half as inflation, exacerbated by the Ukraine war, turned the market on its head.
07/12/2022
As such, choosing the right partner to help investors manage their assets and wealth has become increasingly important.
07/12/2022
The bank’s chief investment officer warns that the global economic outlook could deteriorate further before it improves.
07/12/2022
The insurance broker remains authorised and regulated by the FCA.
07/12/2022
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products
07/11/2022
In the same category, Credit Suisse ranked nine, up from fourteenth a year earlier.
07/11/2022
It additionally indicated that the step would also potentially set him up to succeed current UBS chief executive Ralph Hamers, although no final decision has been made yet.
07/11/2022
The deal is the largest in a wave of consolidation that has swept through the UK’s wealth management industry.
07/11/2022
Acquirer’s goal ‘is to make a positive impact on society’
07/11/2022
After surpassing the $3 trillion mark in assets under management, the Swiss lender under Hamers is counting on greater use of digital technology to boost cost savings and increase business with the world’s wealthy.
07/11/2022
Multi-service firms looking to consolidate their operations and technology usage need to solve for the unique needs of both businesses and strike the right balance
07/11/2022
Despite geopolitical tensions, inflationary pressure and volatile financial markets, Zuger Kantonalbank can look back on a successful first half of 2022.
07/08/2022
The transaction marks the first expansion for Dakota, which is based in Palm Beach Gardens, Fla., out of the eastern time zone.
07/08/2022
Catherine Glennon will join Evelyn Partner’s Cambridge office from Tees Financial, the Independent Financial Adviser arm of regional law firm Tees.
07/08/2022
Alquant said the fund has the potential to generate ‘crisis alpha’ during periods of decline and to minimise hedging costs during bull markets.