01/27/2020
'It's a trust that private investors, charities and wealth managers all like,' says Lyon. 'It's broadly diversified and they like the fact that we aim to protect wealth in real terms.'
01/27/2020
Johnson's insistence on completing a deal by the end of the year may stoke market risk if months tick by with little progress.
01/27/2020
Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers.
01/24/2020
A number of Netwealth's product solutions have been offered on an ad-hoc basis in the past, with different clients taking single aspects to suit their needs.
01/24/2020
Liechtensteinische Landesbank AG and Bank Linth LLB AG have been using Avaloq as their core banking system software for a number of years
01/24/2020
The Lisbon office will focus on ultra-high net worth, high net worth and mass affluent clients in Portugal while also acting as a gateway for European individuals looking to invest in Brazil.
01/24/2020
Avantax Wealth Management has begun rationalizing its model portfolio lineup following the merging of 1st Global's and HD Vest’s wealth management teams.
01/24/2020
The accounts are aimed as serving as an alternative to traditional banking products through features such as reduced transaction fees and enhanced personal financial protection.
01/24/2020
Raymond James’ Wealth Business Is on a Roll
“We’ve had an attractive platform, for a long time, and today, I think leading technology,” Mr. Reilly is quoted saying.
01/23/2020
The grandfather sends his grandchildren on a mission to identify Chinese proverbs that will help them preserve their family wealth.
01/23/2020
The firm has earned shortlist recognition in each of the last five years, and was honored as Best Private Wealth Manager, Under $5 Billion – Client Service in 2019.
01/23/2020
Today we advise high net worth families and try to apply the same analysis process to their investment portfolios to fulfill the needs of multiple generations.
01/23/2020
Dealing with large family offices, they are looking for safety and security, conservative, strong balance sheets.
01/23/2020
The topics of consolidation, regulation and innovation are front and center
01/23/2020
A joint venture between international family office services provider Crestbridge and Wyoming-based Willow Street will establish an enhanced proposition for clients.
01/23/2020
Powerwrap CEO Will Davidson reveals the restrictive nature of traditional wealth platforms and why people, systems and processes are far more important than technology.
01/23/2020
Wealth advisors on our 2020 list manage more than $4 trillion in client assets.
01/23/2020
Assets under management reached CHF 140.3 billion
01/23/2020
Lender has already decided on 30% investment bank bonus cuts
01/23/2020
Over the prior eight years, Avaloq has helped Banque Cramer to simplify and upgrade its IT systems, allowing the bank to focus on customer service and growing the business both organically and through acquisitions.