Prosperity IFA Limited Selects SEI for Tailored Model Portfolios
Goals-Based Investment Approach and Consultative Services Core to Driving Growth
Wealth and Asset Management
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Brookfield Oaktree looks to add to wealth product line-up
The alternative asset manager is looking to round out its offering with the introduction of a private equity semi-liquid strategy later this year.
Citi almost triples wealth transactions after digital revamp
Four of five clients use the bank’s mobile app regularly.
Standard Bank’s Jael Crystal-Azah is Named a 2025 NextGen Leader
This prestigious annual list celebrates the leading young private client practitioners, including those specialising in trust and fiduciary services, private client tax
Joyce Woo on Compliance and Technology in Wealth Management
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
Wealth managers must transform to retain next gen windfall
Wealth managers must rapidly evolve digital and investment offerings or risk losing a significant portion of their future client base, warns Capgemini.
Lausanne firm launches private banking platform
Light Frame has partnered with Dutch firm Mambu to launch a core banking model for private banks and wealth managers.
Nomura IWM partners Allspring for global income fund
The Japanese private bank will distribute the Allspring Global Income Fund, addressing clients' growing appetite for income solutions.
Evelyn Partners launches new partnership with Women in Football to deliver financial education boost for females in the sport
Wealth manager’s new Financial Empowerment Programme for women working in the football industry feeds into firm’s wider goal to close the female wealth advice gap
A Swiss Private Bank Fights Its Way Back
That is his true passion – a fact that becomes apparent time and again when one encounters him in the art world.
BIL Suisse CEO Hans-Peter Borgh: «Nothing But Rumors»
Nevertheless, the bank is repeatedly seen as a potential takeover target.
BMO to Acquire Burgundy Asset Management
Expands BMO's wealth management and financial planning capabilities focused on high-net-worth and ultra-high-net-worth individuals, families and institutions