09/16/2020
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/16/2020
Guidance for spotting potential tech partners
09/16/2020
We explore the pursuit of happiness and its likely path in the decade ahead.
09/15/2020
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
The blog site added that Weber and Urs Rohner, Credit Suisse’s chairman, could agree on the details of a possible merger next year.
09/15/2020
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).
09/15/2020
Vaccines matter to investors because the world’s economic recovery depends on how quickly a COVID-19 cure can be developed.
09/15/2020
Lombard International Assurance is inviting wealth management professionals to contribute anonymously to this review.
09/15/2020
Private lender has implemented wide-ranging corporate restructuring
09/14/2020
Bestinvest names and shames a record 150 funds in its latest Spot the Dog report
09/14/2020
Investec is to make up to 210 UK staff redundant across its private, corporate and investment banking divisions as part of an ongoing restructure of the company.
09/14/2020
A panel of independent, industry-leading wealth management experts, including trusted advisors and consultants, served as judges for the awards.
09/14/2020
Credit Suisse Plans New “CSX” Digital Banking Offering
09/14/2020
The wealth manager believes a 100% sustainable portfolio can deliver similar or potentially higher returns compared to traditional portfolios, and can also offer strong diversification for clients invested globally.
09/14/2020
With technology, Atwork is getting to exactly where the bank bosses 'influence ends: the employees' homes.
09/14/2020
ZEDRA announces milestone acquisition
This acquisition marks a step change for ZEDRA’s corporate services offering
09/14/2020
The new pricing structure means that Coutts will be one of the best value propositions on the HNW market, with the wealth manager and private bank’s own analysis positioning it as the lowest charge other than robo-only advisors.
09/14/2020
The bank expects that the changes will help grow its affluent and retail businesses.
09/14/2020
Trust Corporation of the Channel Islands, also headquartered in Guernsey, is a tier one independent trust company.