06/28/2021
Wealth Manager becomes first bank to automate ETF trading with Bloomberg Rule Builder
The strength of our solution is that it allows firms to deploy automation quickly and easily, by writing automation rules directly on the Bloomberg Terminal
06/28/2021
Independent wealth management firm launches venture capital-focused fund of funds
Independent wealth management firm launches new strategy designed to unlock opportunities providing greater returns than both public and private markets.
06/28/2021
How Raymond James is offering its radical employee plan
Extensive due diligence is carried out on every company that wishes to join Raymond James under any one of the four options available.
06/28/2021
Digital Mindset Moves into Mainstream
Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda
06/28/2021
Credit Suisse Takeover Fears Can Be a Good Thing
A deal would impose much-needed cultural change on the Swiss bank.
06/28/2021
Schroders Singapore partners with investment platform
To create digital wealth solutions in southeast Asia
06/28/2021
Citywire A-rated Thomas Smith's Liontrust European Opportunities fund has been merged into the Liontrust European Growth fund.
06/28/2021
This marks the third time Lombard Odier has won an award.
06/28/2021
CI continues U.S. wealth management expansion with 19th acquisition, deepening its Mid-Atlantic presence and boosting total assets to C$298 billion
06/28/2021
EY enjoyed a double scoop, also picking up the M&A Advisor award, while the Big Four giant received a highly commended score in the Wealth Management Thought Leadership category, behind winner BNP Paribas.
06/28/2021
Joining such a highly collaborative consortium is an exciting new phase for our firm.
06/27/2021
Global trends of investing with purpose have been reflected regionally as well
06/27/2021
The banking veteran believes that in the wealth management business, it is important to be risk aware but not risk averse.
06/27/2021
Management discussions are in the preliminary stages and no decisions have yet to be taken.
06/25/2021
Five J.P. Morgan Wealth Management Advisors Recognized on Barron’s Top Women Ranking
These advisors work tirelessly to serve their clients and help them achieve their financial goals.
06/25/2021
Wealth management player d1g1t raises C$16m
The announcement comes as the company continues to experience explosive growth.
06/25/2021
Value for money a priority for wealth managers’ clients
Lockdown has given customers the opportunity to scrutinise fees and charges
06/25/2021
Wealth managers create ‘hybrid’ services that combine low-cost digital advice with face-to-face options
06/25/2021
Venture capital has historically presented investors with returns substantially in excess of public equity markets and other private market strategies.
06/25/2021
The branch will open in August and host two client advisers, Stéphane Crevoisier and Jean-Philippe Moullet.