10/02/2020
The agreement will enable SAP's substantial Treasury Management customer base to directly access Morgan Money, delivering a real-time dashboard to invest, a single access point for operations, and enhanced risk management controls.
10/02/2020
Her work also features in the permanent collections of many major museums
10/02/2020
Wealthspire Advisors currently oversees approximately USD10.6 billion in AUM.
10/02/2020
The transaction involved advice on a number complex corporate and regulatory issues.
10/01/2020
‘Beyond Europe, Asia is a key’ region for the firm
10/01/2020
Schroder UK Public Private Trust plc has released its Half Year Report for the period ended 30 June 2020.
10/01/2020
Figures from Morningstar show that at the end 0f 2020 14% of fund managers were women, the same percentage as in 2000.
10/01/2020
The winners of the 2020 awards will be revealed at the virtual awards ceremony in October!
10/01/2020
Schroders Personal Wealth teams up with software firm
The partnership announcement follows a joint webinar held by Artesian and Schroders during which it was uncovered that whilst COVID-19 understandably remains top of mind for many business leaders, it’s not the biggest trend impacting wealth manageme
10/01/2020
The deal, which sees PWM retain its independence, was shelved in March following the impact of the Coronavirus.
10/01/2020
In early June, as many countries around the world were grappling with a potential second wave of coronavirus infections, Uruguay was adopting measures to attract wealthy foreigners to its shores. The country has warded off the coronavirus better than any
10/01/2020
The firm has 362 staff (March 2016: 234) and offices in London, Bristol and Jersey.
10/01/2020
UBS and Banco do Brasil Launch UBS BB Investment Bank and Unveil the Firm’s Leadership Team
UBS BB will provide investment banking services in Brazil, Argentina, Chile, Peru, Paraguay and Uruguay and institutional securities brokerage in Brazil.
10/01/2020
Alain Ducasse and Mirabaud Asset Management have signed a strategic agreement, making Mirabaud Patrimoine Vivant a reference shareholder of the Ducasse Group alongside Alain Ducasse, who remains the company’s controlling shareholder.
10/01/2020
Fairway will be the second Focus partner firm based in Ohio, further expanding the Focus partnership in the Midwest.
10/01/2020
Swiss wealth managers and private banks will find life difficult in a Hong Kong riveted by the tense U.S./China stand-off, a slumping economy, and the new national security law.
10/01/2020
In addition, the firm will use the investment to support launch its retail investor wallet by the end of 2020.
09/30/2020
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.
09/30/2020
Once the wealth balance sheet has established an investor’s level of liquid wealth and thus their assets available to invest, the cash flow projection provides a visualisation of the current trajectory of their financial position over time
09/30/2020
The Fund invests in high quality growth stocks, and is advised by UTI, a leading pioneer in India’s asset management industry.