01/31/2022
Arvest Wealth Management announces year-end results
King said Arvest Wealth Management will introduce a new digital platform later this year in an effort to engage with a new demographic of investors.
01/31/2022
The restricted advice giant is rebranding to ‘reflect the business we are and the people we represent’.
01/31/2022
The UBP Asia CEO is optimistic that the bank can make similar gains in terms of DPM penetration in 2022
01/31/2022
The opening of the branch in Spain fits in the ongoing strategy of the Group to develop its activities in core European markets.
01/31/2022
Known as the ‘Wimbledon of the Alps’ due to its unique backdrop, the EFG Swiss Open Gstaad’s ethos is to preserve the best Swiss traditions and the event has a reputation for hospitality that means it attracts more than 20,000 visitors e
01/31/2022
It is the firm’s 60th M&A deal since 2014
01/31/2022
It will allow the firm to expand its reach in the ‘key regional centre’
01/30/2022
Goldman Sachs lures Aussies for Kiwi Wealth review
Kiwi Wealth is a default KiwiSaver provider, with about $N9 billion in its scheme.
01/30/2022
Deltec Bank and Trust acquires Ansbacher (Bahamas)
“The decision to divest Ansbacher does not impact any other AF Holdings entities or investments.”
01/28/2022
New Wealth Manager Compound Comes Out of Stealth Mode With $37M in Funding
Bolstered by VC funding, Compound mixes human advice with a technology approach.
01/28/2022
Cazenove Capital launches new donor advised fund to meet growing client demand for charitable giving
As philanthropy and impact investing move higher up clients’ agendas in the wake of the global pandemic, this new DAF will build on this expertise to meet the growing need for products that offer strategic, yet flexible support for philanthropic giv
01/28/2022
2021 was a year of economic resurrection - Lombard Odier
Bond yields have risen sharply in reaction to the Fed’s withdrawal of monetary accommodation.
01/28/2022
UBS Waits for Ralph Hamers to Take a Big Step
It will simply disclose more specifics on its strategy when releasing fourth quarter 2021 earnings.
01/28/2022
Good Technology Speeds Growth for Wealth Management Firms
Almost simultaneously, wealth management firms finally recognized technology as the most effective growth accelerator in the industry.
01/28/2022
Strength of JTC Private Client Proposition Reflected in Five Citywealth IFC Award Wins
The firm also won Silver in the ‘Trust Company of the Year– Switzerland’ and ‘Family Office Adviser of the Year’ categories.
01/28/2022
In total, DBS, Singapore’s largest bank by market value, will inject about S$2.2 billion into DBS Taiwan.
01/28/2022
Dubai, Monaco sign agreement to attract ultra-wealth individuals
The agreement focuses on enabling Ultra High Net Worth Individuals and family offices, with DMCC being the primary destination for global business.
01/28/2022
Accuro CEO listed as 2022 eprivateclient 50 Most Influential
Xavier is a principal driver of Accuro’s vision and strategy.
01/28/2022
‘Gender diversity in fund management will achieve not just better outcomes for women, but also for investors and the industry at large’
01/28/2022
Gross inflows totalled GBP4.69 billion, a 17% increase on the same quarter the previous year, when gross inflows totalled GBP4.02 billion.