09/13/2019
This new partnership illustrates how CI Financial, the parent company of Assante and WealthBar, is leveraging technology to enhance its products and services throughout its operations.
09/13/2019
Judges recognize 61 companies for their outstanding support of financial advisor success from among 166 finalists
09/13/2019
This is great for the advisers who have ownership stakes in the acquired firms.
09/12/2019
EFG is now one of the largest Swiss private banks with a fast-growing global presence.
09/12/2019
In an open letter to Gabelli’s chairman Jonathan Davie, Chris Hills, Investec’s chief investment officer, attacked the board for its inaction over the trust’s ‘material underperformance’ that has seen its net asset value (NAV
09/12/2019
The survey showed that an annual fee was the dominant choice with respect to high net worth clients, with around 60% of respondents choosing this method
09/12/2019
The firm aims to participate in the Hong Kong-China Mutual Recognition of Funds scheme.
09/12/2019
Dublin-based KBIGI is one of just 15 managers in the world to make the final shortlist and one of just seven firms to be granted ‘Commended’ status.
09/12/2019
UK based wealth manager confirms up to £80 million permanent growth capital
Considered a number of fundraising options through institutional markets and investors
09/12/2019
The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude
09/12/2019
Private bank of the year: Credit Suisse
Asia Risk Awards 2019
09/12/2019
This award follows that issued in both 2018 and 2019 by Global Finance Magazine, which named Caye International bank the Best Private Bank in Belize.
09/11/2019
Mossavar-Rahmani says U.S. stock price, growth isn’t a concern
09/11/2019
Initiative aims to build a community of inter-generational leaders and enable them to share their experiences and knowledge
09/11/2019
Blucora rebranded its unified wealth management division as Avantax Wealth Management.
09/11/2019
She is also on the Citywealth Leaders List and features on the epc Top 35 Under 35 Channel Islands listing.
09/11/2019
Multi-asset domestic private fund is the fifth private fund to be launched by the firm in China
09/10/2019
Mirabaud Group has improved its PRI scoring ti A+, placing it well ahead of the industry average.
09/10/2019
The fund complements Wealthcap's existing demand-driven investment platform and helps bridge the supply gap between retail and institutional investors.
09/10/2019
Fintech and human expertise knit together as a hybrid model for wealth management.