02/12/2021
While HSBC is the biggest international bank in China and the largest lender in Europe, it’s a relative minnow in the business of managing assets for the world’s wealthiest investors.
02/12/2021
Making better use of ISAs could help women move towards gender wealth equality
02/12/2021
This distinct award recognizes Key Family Wealth's ability to address the strategic and tactical dimensions of multi-generational wealth
02/12/2021
The Private Client Global Elite directory serves primarily as a list of the world’s elite lawyers advising ultra-high-net-worth clients.
02/12/2021
New CEO Stephen Bird is seeking to simplify the underperforming asset management giant’s multiple brands.
02/12/2021
Unique Wealth, the wealth management arm of Unique Financial Planning, will be based in Weybridge.
02/12/2021
The drive to reposition Greece as an investor-friendly destination follows a decade-long financial crisis that cut the country’s economy by a quarter and fueled regular street protests against its international creditors.
02/12/2021
Deal increases assets under influence to around £700m
02/12/2021
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria
02/12/2021
The Zurich-based bank said it took on 22.1 billion francs in net money, which along with its existing assets gaining in value due to financial market swings, underpinned a nine percent rise in its overall assets to 362 billion francs.
02/12/2021
By providing young people with training and support to get them started on their careers, we are making the sector more accessible and ensuring the industry is future-fit.
02/11/2021
There will be no change to the firms' investment processes or philosophies during the transition period as a result of the changes announced today.
02/11/2021
Credit Suisse was caught spying on Iqbal Khan and at least one other top executive.
02/11/2021
It was also a year in which the robustness of Leonteq’s service and technology platform as well as the solidity of our client franchise was proven throughout the period.
02/11/2021
Our primary operating jurisdictions in Bermuda, Cayman and the Channel Islands have managed COVID-19 relatively well.
02/11/2021
UBUM will now track the S&P Developed ESG Dividend Aristocrat index
02/11/2021
One board member is stepping down this year, with two new members replacing him.
02/11/2021
Deal brings around £270m assets under management to the group
02/11/2021
US companies account for more than half of the top 10 WealthTech deals globally in 2020
02/11/2021
With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.