02/11/2019
Digitisation is at the heart of our client proposition and the end-to-end experience will remain a key priority to enable us to drive more tailored client engagements from advisory through to service.
02/11/2019
With the emergence of a new generation of high-net-worth individuals, wealth planners must ensure that they take a flexible approach to investing
02/11/2019
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
Lloyds Banking Group PLC plans to hire more than 700 financial advisers
02/11/2019
The acquisition of Castleton is our second this financial year
02/10/2019
The corporate center includes functions such as human resources and information technology.
02/08/2019
Swiss bank boosts senior executives’ pay after share price falls 30%
02/08/2019
Governments confiscate purchasing power from the private sector with taxes to offset the inflationary impact of public spending.
02/08/2019
The private banker joined UBP last March, after stepping down as CEO of Notenstein following that wealth manager's acquisition by Vontobel.
02/08/2019
Best Private Banking Services Overall – Affinity Private Wealth
02/08/2019
Three wealth managers reveal how they use quant analysis to boost returns.
02/08/2019
Winners of the awards were announced last night in Geneva.
02/08/2019
Search for new CEO continues after abrupt departure of Alfred Moeckli
02/08/2019
the Australian CEO of British private bank Coutts, Peter Flavel
02/07/2019
Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.
02/07/2019
Tan Su Shan has led DBS’s efforts to become the leading home-grown bank for wealth management in Asia, during a decade in which the number of billionaires in the region has soared.
02/07/2019
The wealth manager has a contract with XP to distribute the products on the broker's platform.
02/07/2019
he moves comes as the Dallas-Fort Worth moved into the 10 cities in the world
02/07/2019
The awards recognise the excellence of advisers and managers in the private wealth sector in the major international finance centres.
02/07/2019
Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.