Wealth Management: Post pandemic client interaction: will digital remain the norm?
Business models rapidly evolved, and with them, client expectations.
Wealth and Asset Management
15492 articles found
Canada-based Fairfax may sell stake in IIFL Wealth Management: Report
Although talks are on for a stake sale, Fairfax investors may decide not to proceed with the sale, the sources said.
Brexit can’t topple London as the asset owners' champion
They tend to invest directly or participate in co-investments, rather than via a fund, meaning that they have different requirements when it comes to structuring their private investments and settling on a jurisdiction.
Verso Wealth Management acquires CDC, extending its presence to the North East
The addition of CDC to the Verso group adds scale to Verso’s network and creates hubs in the North East as Verso builds its national footprint.
Credit Suisse CEO Signals Bank to Review Russia Wealth Business
About 4% of the assets run by the Swiss bank’s wealth management arm were with Russian clients, either in the country or nationals living abroad, Gottstein said.
Kendal-based wealth manager and IFA in business tie-up
Part of growth strategy
Macquarie Asset Management acquires Central Park Group
Central Park Group will form the cornerstone of Macquarie’s efforts to serve US high-net-worth investor demand for alternative investments.
Celent Names Bank of America a Leader in Wealth Management Innovation
Erica receives Model Bank Award for Customer Engagement; Client Engagement Workstation from Merrill Lynch Wealth Management receives Model Wealth Manager Award for Emerging Technology
First American Partners with Integrity to Enhance Experiences for High-Net-Worth Clients
National wealth management firm with 50-year history integrates its advisory expertise with Integrity's insurtech platform to help advisors protect clients' legacies
LGT achieves significant rise in profit
LGT is well positioned to continue to achieve profitable growth in 2022.
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range
Quilter launches two unique tools to transform client profiling alongside extended WealthSelect range
‘It’s better if none of the participants have big egos’: WMs talk mergers
Four Top 50 wealth managers discuss mergers and acquisitions.