09/05/2024
At the same time, the Group has bought all outstanding minority shares in the subsidiary, which was acquired in October 2021, and has appointed Thomas Hodel as its new CEO.
09/05/2024
With this acquisition, Quilter aims to evolve NuWealth to work with advisers to help them support clients at the start of their investing journey.
09/05/2024
A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.
09/05/2024
Wealth managers must leverage tech’s speed, efficiency to meet client expectations
09/05/2024
Despite an uncertain start to the month, markets soon recovered and are now looking forward to the first US interest rate cut in four years.
09/05/2024
While three years have already passed, the firm still faces significant challenges.
09/04/2024
In contrast, the bank posted a profit of 10.5 million francs in the previous year, following a comprehensive reorganization by its parent company, Intesa Sanpaolo.
09/04/2024
The growth of Calastone’s presence aligns with regulatory efforts to bolster Taiwan’s standing as a preeminent asset management hub.
09/04/2024
Benchmark Wealth Management in Old Lyme, Conn., primarily serves high net worth retirees.
09/04/2024
By August 2, the private bank announced that the European Central Bank (ECB) had revoked its banking license in Luxembourg with immediate effect.
09/04/2024
JPMorgan’s international private bank is larger than any of its US rivals
09/04/2024
The overall result increased by CHF 5.9 billion or 78% compared with the previous year.
09/04/2024
Although the company, which also operates in Zurich and Ticino (Lugano, Locarno), does not provide detailed information, it describes the group's net inflows as "positive".
09/04/2024
As a universal bank, Zürcher Kantonalbank offers its customers all relevant financial services, including the trading and custody of cryptocurrencies.
09/03/2024
The seventh edition of this premier conference will bring together the global captive industry to tackle critical issues and drive forward key discussions
09/03/2024
The award recognises the value that GBST’s Composer SaaS platform brings to leading financial organisations globally following its multi-million-dollar transformation to cloud-native architecture.
09/03/2024
The research included wealth managers and financial advisers representing organisations managing approximately £1.207 trillion in assets.
09/03/2024
Two years after its launch, MEAC has lived up to its promise, raising €211m in commitments, from which 30% come from private clients attracted by the multi-thematic approach of this SFDR Article 9 fund1.
09/03/2024
Swiss Life further expanded its fee business in the first half of 2024 and increased fee income by 7% in local currency to CHF 1.26 billion.
09/03/2024
The wealthtech solutions market is expected to see rapid growth in the next few years.