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.
06/25/2021
TISE’s membership of AFME puts us amongst the leading capital markets participants, and at the centre of policy discussions concerning the future of financial markets in Europe.
06/25/2021
The Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain’s HNW and UHNW segment of the Wealth Market.
06/25/2021
Ocorian, which has a presence in Bermuda, said the acquisition was part of its strategy to build its capital markets offering