Digitization will change Wealth Management: How will you keep pace?
Wealth Management firms must consider the possibility of providing advisory as a subscription service.
Wealth and Asset Management
15471 articles found
Kingswood buys Kent-based advice firm
Smythe and Water is run by chief executive Lee Smythe who leads a team of three looking after approximately 100 client households with around £40m in assets under management.
HSBC's Cynthia Lee builds regional Wealth Planning & Advisory team
The Family Governance and Family Office team will continue to report to Cynthia Lee, Regional Head of Wealth Planning & Advisory, Asia Pacific.
German Bank Reducing Swiss Presence
The move comes after the bank announced it was cutting 10,000 jobs on Friday as part of a radical overhaul.
SG Wealth Management wins prestigious award
Each year, respected financial publisher Citywire considers a variety of facts and information gleaned from financial advice firms across the UK, before creating their ultimate list of who they deem the best advice businesses in the country.
Sequoia Financial Group makes acquisition
When the deal closes, which is expected to occur by Dec. 31, the combined firm will have $10 billion in client assets.
State Street Global Advisors Introduces I&D Focused Share Class within Cash Management Suite
As one of the world’s largest fiduciary managers who is deeply committed to ESG-focused asset stewardship
Private Banker International London Awards 2021 winners announced!
Outstanding Private Bank for Diversity and Inclusion, new for this year, showing the strength of the French market at the moment.
Fieldpoint Private Earns Global Honor as Best Boutique Private Bank
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast
Six Swiss Exchange opens to Spacs
A Spac is a shell company founded only for the purpose of acquiring a non-listed target company, therefore taking the company public.
Swiss «Spy» Banker Has Few Regrets
A Swiss banker has few regrets about racking up a criminal record for shipping data on recalcitrant Americans to U.S. tax officials.
New Award Recognising Indosuez's Commitment To Diversity
This recognition takes on its full meaning in November 2021 during the Crédit Agricole group Diversity Month.