Netwealth sees 70% managed accounts FUM increase
Total FUM grew by 61.4% to $11.7 billion, while funds under administration (FUA) grew 49.6% to $47.1 billion.
Wealth and Asset Management
15437 articles found
Axel Lehmann Faces Huge Task at Credit Suisse
One of Axel Lehmann's first tasks as chairman of the Credit Suisse board’s Risk Committee will be to revise the Risk Committee Charter.
Half-year results: St.Galler Kantonalbank significantly increases profit
It thus demonstrates its excellent positioning in the investment business.
Financial planning business acquired for £4m
We remain absolutely committed to our stated growth strategy within the UK and internationally.
Swiss private bank More Than Doubles Profit
The family-owned bank’s client assets grew 23.7 percent year on year to 9.6 billion francs.
Cantonal bank sells 49% stake in insurance broker
It has held the stake since 2014 and has had a seat on the broker's board.
Dodds Wealth Management Group has left Raymond James
Both Dodds are certified financial planners, and the elder Dodds holds three other financial services industry designations.
VP Bank Eyes Fresh Revenue Streams
VP Bank was responding to this with new products and was aiming to exploit new sources of income.
Evoke Wealth Management Goes Independent With Kestra Private Wealth Services
The addition of Evoke Wealth Management marks the second office Kestra PWS has opened in New Jersey.
Alpadis Group acquire trust and corporate services business
The acquisition will significantly boost Alpadis Group’s private client services in Switzerland and expand the range of services they are able to offer in this jurisdiction.
SJP's Black Interns Matter success highlights need for D&I
Following the initiative's soft launch a year ago, Black Interns Matter now has Black Interns Matter Access, the Black Vacation Scheme and Black Lawyers Matter Mentoring.
JPMorgan, Lloyds moves may spur more wealth management fintech deals at UK banks
Big banks, which have gathered huge levels of deposits during the coronavirus pandemic, are seeking ways to bring down costs associated with their large, complex distribution networks