05/02/2019
The challenge then, for Berman McAleer was to take on this data conversion task. “I personally reviewed over 350,000 lines of data during the year that it took to make the switch,” says Kim Silvestri, Director of Investment Operations.
05/02/2019
GPS, a Brazilian company of the Julius Baer Group, has signed a partnership agreement with the leading local digital financial advisor Magnetis, in which it will acquire a minority stake.
05/02/2019
They still have to pay the tax at the same rates (1.5% maximum) on their French properties or shares in the interposed company (i.e. a French or Monegasque SCI in most cases) holding such properties if their net value is €1.3 m or more.
05/02/2019
The RIA market is facing the same disruption and challenges being felt across the wealth management industry.
05/02/2019
But of the survey topics most relevant to practitioners, the 45% who said they wanted to see themselves better represented by client facing staff was likely to be the most significant.
05/01/2019
UBS said earlier this year that it would slow hiring and deepen cost cuts during one of the worst first quarters in recent history, which forced the bank to cut an additional $300 million in costs.
05/01/2019
Combines science of behavioural finance and investment education to improve choices for high net worths
05/01/2019
The firms will scan the Swiss small-cap universe
05/01/2019
“What started out as a pilot a year ago is now a global offering, providing our guests with the space and amenities of a home backed by a trusted travel company, and the very best in loyalty benefits.”
05/01/2019
Supreme Court Finds “Wholly Groundless” Exception Not Grounded in Federal Arbitration Act
05/01/2019
The strategy behind the buy out model is to offer network member firms a simpler exit process for retirement.
05/01/2019
Mr Polin said Sanlam is also looking to increase its exposure outside of London in core areas in which it currently lacks a presence, including Manchester, Leeds and Edinburgh.
04/30/2019
The changes give the law firm group a direct line to the global head of Citi Private Bank.
04/30/2019
The stronger results come on the back of a market rebound amid a dovish tone set by central banks.
04/30/2019
The financial decisions you make throughout the year
04/30/2019
Schwab rolled out its new pricing last month.
04/30/2019
Andrew Croft, St James's Place's chief executive, said: "This performance demonstrates the resilience of our business through the current political and macroeconomic uncertainty.
04/30/2019
Building on the partnership with Shaw and Partners, which is a successful domestic player with a well-regarded and recognised brand in the region, offers significant growth opportunities for both parties.
04/30/2019
If millennials care about convenience, inspiration and openness when it comes to their investments, then these values should be visually expressed through every touchpoint
04/30/2019
“Expanding our relationship with Eagle Investment Systems delivers a data solution that empowers their clients to adapt quickly to regulatory demands and sanctions activity, helping them to trade with confidence as a result.”