09/01/2021
Wealth Advisory Firm joins Focus Financial Partners
Ancora will significantly expand Focus’ presence in the Midwest high net worth market.
Wealth and Asset Management
09/01/2021
Basler KB defines an ambitious strategy until 2025
The offer and processes should be noticeably simplified for customers.
08/31/2021
Fieldpoint Private Unveils Its New Look
Modern new identity and website signal the firm’s transformation and expansion
08/31/2021
Two independent Swiss wealth managers Merge
The move, in which no money changes hands but the current owners take ownership stakes in the merged entity
08/31/2021
Tavistock Wealth to be renamed Titan Asset Management as sale to Titan Wealth completes
John Leiper remains as CIO
08/31/2021
SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021
Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum
08/31/2021
Introduction to Profile Software and the firm's offering to the wealth management market
Panagiotis provides us with a brief introduction to Profile Software
08/31/2021
The key areas wealth managers are targeting
Wealth clients are increasingly expecting asset management services that are digitally sophisticated, ‘sustainable’ and ‘goal-led’, while also providing access to a broad range of asset classes for investment diversification and be
08/30/2021
FNB Wealth and Investment targeting ‘millions’ of clients
FNB division wants to cross-sell its products to the group’s 9-million retail banking clients
08/30/2021
SZKB reports 13.4% AUM growth
The bank's CEO said it is likely to be a challenging year.
08/30/2021
Mirabaud records 12% AUM increase
The Group’s consolidated net profit totalled CHF 20.9 million.
08/30/2021
Smart beta ETFs gaining traction with European private banks
Specific sector or country exposure considered most important consideration when evaluating ETFs
08/30/2021
Two UBS Advisors named to the Forbes/SHOOK Top 250 Wealth Advisors List
They’ve both achieved an incredible level of success as Financial Advisors through their dedication, focus, and commitment to their clients.
08/29/2021
Eealth manager for the Rothschild family applies to open Hong Kong office
Expansion of Cambridge Associates in Hong Kong, its fourth office in Asia-Pacific after Singapore and Beijing, will allow it to capture opportunities in Greater Bay Area, executive says
08/29/2021
Boutique fund managers fashion a tidy profit
There is evidence of a boutique asset management premium in terms of returns.
08/29/2021
EFG Bank integrates innovation into strategy for clients
The enhanced presence in Cyprus allows us to expand our reach and maintain greater proximity to our local clients.
08/27/2021
Mattioli Woods buys Buckinghamshire IFA for £1.8m
Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Richings Financial Management Ltd. Mattioli Woods is pleased to announce th
08/27/2021
Luzerner Kantonalbank sees 9.2% AUM growth
Half-year report shows solid earnings growth and effective cost-income ratio.
08/27/2021
UOB enhances HNW capabilities as part of plans to accelerate business growth across Asia
UOB’s HNW segment currently accounts for half of the Bank’s wealth management fee income which it aims to double within five years.
08/26/2021
Van Lanschot Kempen: strong net profit of €58.3 million
There is every reason to believe that we are well positioned for further growth in all our businesses.