12/28/2020
Analysts and executives expect the wave of consolidation to carry into next year as sheer scale has become a necessity for fee-pressured investment managers looking for an edge.
12/28/2020
The big investment advisors are not yet worried about losing their high-net-worth clients to Robinhood.
12/28/2020
CNBC Select spoke to TIGER 21 chairman Michael Sonnenfeldt about how members of his elite investor community are preparing their finances for the year ahead.
12/27/2020
The group reported revenues of €34m, up from €25m in 2018.
12/24/2020
SEBA Bank will tokenise its shares of the Series B fundraising soon after the blockchain law will come into force in Switzerland.
12/24/2020
But investors are not enthused about the EPS growth expected to result from a resumption of buybacks, which some investors see as artificial because it results from a smaller share base, not organic growth.
12/24/2020
Their Leicester office, as many locals will have seen, sits comfortably in place of the old Leicester city council building just off of New Walk.
12/24/2020
The government shouldn’t be subsidizing putting money aside where it might or might not be spent for the benefit of society
12/24/2020
Switzerland's second-largest bank said in a statement that it rejected the allegations against it, adding that it is convinced its former employee is innocent.
12/24/2020
Revised QFII-RQFII scheme enables Barings to launch private fund investing in public debt in onshore market, providing a template for other investors and asset managers
12/24/2020
The digital wealth platform caters to the affluent or emerging high net worth segment, which has between $50,000 and $5 million to invest, and aims to bring personalized investment advice to them at a mass scale using artificial intelligence.
12/24/2020
A lot of advisers in the sector are ‘screaming out for new products’, says CEO
12/23/2020
The key to Weber Global's success is in its forward-thinking approach of diversification in UHNW wealth management
12/23/2020
Award recognizes StepStone’s expanded adoption of Seismic as its comprehensive content hub
12/23/2020
The digital service is the elite bank’s latest push into the broader consumer market.
12/23/2020
While qualifying to be a wealth manager is not a walk in the park as it is the equivalent of the first year at degree level, the rewards for both brokers and their clients are worth it.
12/23/2020
The record date for the 2020 annual reinvested distributions is December 31, 2020, payable January 8, 2021.
12/23/2020
CEO plans expansion in lucrative niches of banking business
12/23/2020
The deal brings with it eight advisers and secures a gross fee income of £1.25m for Fairstone.
12/23/2020
There’s a mortgage you may not have heard about that could offer you significant financial benefits