03/27/2019
Hui opens the interview by focusing on what has become a priority for her and her company, and that is demanding so much of the time and energy of many high-net-worth (HNW) clients and advisers, namely the regulatory environment.
03/27/2019
Through this integration and collaboration, Northern Trust offers a seamless front, middle and back office technology experience for institutional investors.
03/27/2019
Excellence recognized across Responsible Investing/ESG/Impact Investing, Best Outsourced CIO and Individual of the Year Categories
03/27/2019
"Stealth easing" of Chinese property curbs has also raised hopes of a boost ahead, even as new home price growth abated for a fourth straight month.
03/27/2019
Currently, 16% of AUM from the HNWIs surveyed is allocated towards philanthropy.
03/27/2019
At 31 December 2018, assets under management totalled CHF 32.3 billion
03/27/2019
The Ocean platform has been developed to afford the maximum level of transparency
03/27/2019
Charles Stanley partners with Premiership rugby club
Harlequins has announced Charles Stanley as its Official Wealth Management Partner.
03/26/2019
Swiss wealth management firm FINAPORT is in an expansive mood in Asia, looking outwards across South-East Asia from its regional base in Singapore.
03/26/2019
Overall best state-owned private bank: China Construction Bank Private Banking
03/26/2019
It’s the first acquisition in three years for the Leeds-based firm
03/26/2019
Asia has become the main battleground for global wealth managers, including Credit Suisse, HSBC and Standard Chartered, looking to benefit from surging incomes in countries such as China and India.
03/26/2019
The wealth managers found joy in the reassurance that the more digitally advanced younger generations will still require human expertise.
03/26/2019
A cross-selling-related rationale was also given in connection to a mega-deal in the wealth-management sector last year: Bank of Nova Scotia’s $2.6B takeover of MD Financial Management
03/26/2019
Changes happening over coming months
03/26/2019
JTC announces acquisition of corporate service provider
Given the global consolidation in corporate and funds administration, we are very happy to become an integral part of the JTC family
03/26/2019
The report, which surveyed 200 wealth managers, highlighted the need for wealth managers to begin choosing technologies that will help them to provide more effective client services.
03/26/2019
We are making great progress on designing a leading financial planning offering backed by Lloyds Banking Group’s and Schroders’ expertise
03/26/2019
The combined entity, to be led by the Sontag and Bronfman Rothschild management teams, will expand the resources and expertise available to clients of both firms.
03/26/2019
A key area the wealth management sector can benefit from new financial technology is by improving its day-to day-reporting and analytics services.