04/30/2021
Top Advisor Spotlight: Greg Onken, Managing Director, JPMorgan Wealth Management
He was named a Top Wealth Advisor and Best-In-State Wealth Advisor this year.
Wealth and Asset Management
04/30/2021
How UDB Financial Grew by More Than 30% Since Joining Ameriprise in 2019 to Manage $833 Million in Client Assets
The financial advisors credit Ameriprise’s goal-based advice, integrated technology, leader support, and culture for accelerating their growth
04/30/2021
Heather Tibbo shortlisted in Wealthbriefing European Awards 2021
In its ninth year, the awards aim to set organisations and individuals apart from their peers by showcasing top class performance and innovation.
04/30/2021
Relationship building: the significant role of Switzerland and the UK in the financial sector
The statement sets out the aim of liberalising and expanding mutual market access in banking, asset management, insurance and market infrastructure.
04/30/2021
The changing nature of wealth management
Vipul Kapur, head of Private Banking at Mashreq Bank, examines how the pandemic has affected the industry and adjusted client expectations
04/30/2021
LGT Bank Switzerland designated “Best Foreign Bank”
LGT impressed the jury in all six categories that were evaluated: interaction, holistic approach, transparency, costs, risk disclosure and portfolio structure
04/30/2021
Quadruple Shortlisting for JTC at Citywealth Brand Management & Reputation Awards 2021
Citywealth received over two hundred submissions for these awards that were reviewed by an independent judging panel,
04/30/2021
UK heading for biggest economic boom since 1948 – Barclays chief
Jes Staley says bank continues to take ‘cautious view’ of impact of Covid-19 pandemic
04/30/2021
UBS to Move Tokyo Rates Trading to Sydney in Asia Revamp
The move also strikes a blow to Japan’s ambitions to make Tokyo an international finance hub as turmoil in Hong Kong tests that city’s longer-term stance as a key center in global markets.
04/30/2021
Barclays shares fall despite profits surge and sunny outlook for UK economy
Quarterly earnings more than doubled but a patchy performance from its investment arm and caution on cost spooked investors.
04/30/2021
Raymond James Financial Reports Fiscal Second Quarter 2021 Results
Moreover, we are well positioned entering the second half of the fiscal year, with records for client assets under administration of $1.09 trillion, total number of Private Client Group financial advisors of 8,327, and net loans at Raymond James Bank of $
04/29/2021
Richardson Wealth Advisors Named as Finalists for 2021 Wealth Professional Awards
7th Annual WP Awards Recognizes Excellence in Wealth Management
04/29/2021
Standard Chartered bank considers slashing Singapore office space: Sources
Standard Chartered currently occupies 21 floors - an estimated 420,000 sq ft - in Marina Bay Financial Tower 1 in the business district.
04/29/2021
EQ Investors partners with Fintegrate to enhance model portfolio service
Sustainable portfolio ranges now live on Fintegrate
04/29/2021
Hampden & Co reports significant growth in 2020
Revenue, deposits and loans all increase following strong demand for access to banking expertise in the face of the Covid pandemic
04/29/2021
St. James's Place enjoys 'exceptional' start to the year
Record flows and positive investment returns take funds under management to £135 billion
04/29/2021
Amundi - Q1 2021 results
Amundi recorded very good performances in the first quarter of 2021
04/29/2021
Coutts starts 2021 strong with an increase in profits
This quarter also saw us agree the sale of our Adam & Company investment management business and AIM legal entity.
04/29/2021
Quilter Investors appoints RWC as manager of its Global Equity Value Fund
The fund will follow the same investment philosophy implemented by the RWC Global Income Fund
04/29/2021
Brunel Wealth expands with the acquisition
The addition of Academy Associates takes FUM at Brunel Wealth to £240m.