01/13/2021
“Investing can be nerve-wracking but just remember to make a plan and stick to it. If you need support, then a financial adviser is well placed to help you think clearly about whether you should be investing and in what.”
01/13/2021
At present, 54% of HNW donors expect the wealth management industry to better educate them on how different wealth solutions and structures can best support the overall wealth transfer process.
01/13/2021
In line with Vontobel’s strategy to become a client-centric investment firm
01/13/2021
The price changes apply to portfolios on both the 7IM platform and third party platforms.
01/12/2021
Acquisition of McGee Wealth Management, Inc. (Registered Investment Adviser), Expands Mercer Advisors' Presence in Oregon and Pacific Northwest
01/12/2021
The firm’s focus is on evolving bank and customer needs for digitalisation in a secure, personalised manner, at the same time providing a seamless user experience.
01/12/2021
Schroders is proud to confirm its support for the Terra Carta, the new global business proposition launched today by His Royal Highness The Prince of Wales and founder of the Sustainable Markets Initiative (SMI).
01/12/2021
The very high valuation of fixed interest securities globally is also helping to drive share prices higher, in particular the price of government bonds such as UK Gilts.
01/12/2021
The Canaccord Genuity Advisory Programme is open to any female entrepreneur who wants to develop the tools to take her business to the next level.
01/12/2021
Credit Suisse has had a presence in the Middle East since 1967
01/12/2021
The team has therefore added the BlackRock Gold & General fund across the portfolios in the MPS range
01/12/2021
As part of the strategy, Citibank UAE is targeting to quadruple the number of affluent clients in the country, the company said in an emailed statement.
01/12/2021
The closures will affect 44 of the bank’s 239 branches in the country, mainly smaller ones, UBS confirmed on Tuesday.
01/12/2021
The group said it was launched in response to growing demand from GCC investors.
01/12/2021
The head of the Copenhagen branch and client director for Northern Europe, Gianluca Cerami, will drive growth in the region.
01/12/2021
International financial advisory firm Guardian Wealth Management has unveiled its new name, Skybound Wealth Management, following the company's acquisition by the Skybound Capital Group.
01/12/2021
Investors globally are becoming increasingly convinced that ESG integrated portfolios will generate long-term sustainable alpha, if there is good quality ESG data and analytics.
01/12/2021
A family-wide understanding of their collective purpose, both of the business and of their wealth, supported by the Next Generation should be the starting point.
01/12/2021
For some advisers and firms that may mean continuing to hold virtual meetings with clients.
01/12/2021
It will build a Swiss team and wants to offer more wealth managers and private banks access to its services.