03/26/2020
A source with knowledge of the deal said Tilney’s valuation had been hit hard by the fall in the dollar value of its assets under management, making a deal between the two hard to conclude.
03/26/2020
Continued diversification, whilst maintaining a strong capital position and financial discipline in these uncertain times.
03/26/2020
The extension aims to “help our advisors focus on the needs of their clients during these unprecedented times,” the company said.
03/26/2020
The banker explained that this was why at Standard Chartered before a client signs up for any investment package, it is mandatory to first check the customer’s risk appetite.
03/25/2020
Quilter is making the donation from its Foundation to the NET COVID-19 appeal.
03/25/2020
Some clients have to liquidate assets at distressed prices
03/25/2020
Through the online banking and mobile app, Standard Chartered also provides several other wealth management solutions.
03/25/2020
As digital engagement models continue to leverage lower product costs and commoditize advice, the industry is compelled to come up with more competitive fee structures to keep up with the latest changes in the marketplace.
03/24/2020
The wealth management industry will stand transformed in the coming years.
03/24/2020
He also expects the situation to improve in the following few months.
03/24/2020
The concept has evolved dramatically over the past year with the launch of a nationwide advertising campaign, developed in the splendour of their new state-of-the-art offices in Emquartier.”
03/24/2020
Fundamental Environmental, Social, Governance (“ESG”) Research will offer clients multi-dimensional analysis of ESG performance for companies under coverage, and assess how ESG attributes impact security pricing.
03/24/2020
The economic impact of coronavirus will depend on how the epidemic progresses in both scope and time frame and how government, business and households react and adapt. Could April be a turning point?
03/24/2020
Software meets family office needs for aggregated data and personalized client experience
03/24/2020
Africa has drawn high levels of interest from a diverse range of external partners in recent years
03/23/2020
Net profit achieved in 2019 amounted to CHF 465 million.
03/23/2020
UHNWIs were listed as the lead or one of the lead investors of 18 publicly disclosed high value buyouts last year
03/23/2020
The bank also made loans to the executive board totalling CHF 3.1m, CHF 1.8m of which went to COO Nic Dreckmann.
03/23/2020
Jakob Stott replaces him as chief executive of Quintet group of European private banks
03/23/2020
But wild swings in markets have triggered margin calls on money loaned to clients to buy stocks and other assets.