09/17/2020
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
09/17/2020
Fidelity invests billions of dollars annually in its technology enterprise-wide, leveraging its scale to develop new capabilities that help meet the distinct needs of each of its customers.
09/17/2020
Credit Suisse Asset Management has partnered with Qatar Investment Authority to create a private credit platform.
09/17/2020
The inaugural Citywire Club Survey has revealed that multi-asset managers have little confidence in the UK’s economic recovery from the Covid-19 market crash.
09/17/2020
The Swiss bank said it is positioned to become the top provider of investment banking services in Colombia with the agreement.
09/16/2020
Sport has seen its fair share of problems when it comes to financial planning
09/16/2020
But while you might expect high-net-worth individuals in developing nations to be interested in a major move, there has also been a significant rise in considerations from developed nations including Canada and the United States.
09/16/2020
Robust results in the face of very challenging market conditions
09/16/2020
The Cayman Islands has a sophisticated judicial system presided over by a Chief Justice, and has a number of full and part-time judges and justices of the peace, some of whom serve as lay magistrates.
09/16/2020
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/16/2020
Guidance for spotting potential tech partners
09/16/2020
We explore the pursuit of happiness and its likely path in the decade ahead.
09/15/2020
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
The blog site added that Weber and Urs Rohner, Credit Suisse’s chairman, could agree on the details of a possible merger next year.
09/15/2020
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).
09/15/2020
Vaccines matter to investors because the world’s economic recovery depends on how quickly a COVID-19 cure can be developed.
09/15/2020
Lombard International Assurance is inviting wealth management professionals to contribute anonymously to this review.
09/15/2020
Private lender has implemented wide-ranging corporate restructuring