UK digital wealth firm shuts services for US citizens
This includes people who were born in the United States but have never lived there or people with parents who are US citizens.
Wealth and Asset Management
15435 articles found
Credit Suisse Taps Risk Veterans of UBS, Lloyds
Both proposed new board members are risk veteran
Apex Group awarded “Best Evolutionized Financial Services Brand
Apex Group was awarded this honour for its exceptional commitment to Innovation, Quality, Branding Activities, Customer Service & Performance and providing a Robust Financial System globally.”
The best Hommes d’Affaires for high-net-worth individuals
Welcome to the Spear’s ranking of the best Hommes d’Affaires for high-net-worth-individuals in the UK. The list features our Top Recommended advisers
Meet the emerging affluent – Your Gen Y, largely wealthy digital native client
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Andrew Braun, General Manager, Marketing at Netwealth
Pictet merges away mixed assets fund
The fund was co-managed by its head of Swiss multi-asset.
How Brexit will affect cross-border wealth management advice
Taking advantage of technological innovation will be key for the facilitation of cross-border wealth management advice."
AMP announces 1H 21 results
Australian wealth management increased its assets under management (AUM) in 1H 21, though earnings were impacted by pricing and legislative changes.
Morgan Stanley Wealth Management to Buy Consultant Hyas Group
Hyas Group provide services to 80 California plans with nearly US$ 15 billion of the firm’s US$ 28 billion in total client assets under advisement that was calculated in 2018.
Swisscanto launches corporate hybrid bond fund
The strategy aims to invest in borrowers with high credit quality and a good ESG profile and to select the most attractive maturities, segments and currencies.
BEKB results show solid half-year with AUM growth of 3.1%
BEKB posts a successful half-year and remains on the path of strategic realignment. It expects Swiss economy to continue its recovery.
Seba Bank enters decentralised finance
The expanded array of tokens will now be available across SEBA Bank’s investment solutions, including tailor-made and actively managed client portfolios in the framework of individualized discretionary mandates.