Wealth and Asset Management Archives - Page 1226 of 1540

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

April 15, 2021

As part of a strategic approach to building its proprietary banking technology and fostering innovation, Lombard Odier constantly seeks to strengthen its services.

Wealth and Asset Management

Canaccord Genuity Group Inc., Through Its Wealth Management Business in the UK, Announces the Acquisition of the Investment Management Business of Adam & Company

April 15, 2021

Acquisition expands UK wealth management footprint into Scotland with a leading and well-established franchise and increases client assets by approximately £1.7 billion (C$2.9 billion)

Wealth and Asset Management

Citigroup profit triples on reserve release, to exit some consumer unit

April 15, 2021

Net interest revenue, the difference between interest the bank earns and what it pays on deposits and borrowings, was US10.17 billion, down 12 per cent from a year earlier.

Wealth and Asset Management

Canaccord Genuity Group enters Scottish wealth management industry

April 15, 2021

Canaccord has done several acquisitions within Britain, but Thursday’s deal is the first time the wealth manager has moved into Scotland.

Wealth and Asset Management

Mitsubishi UFJ Morgan Stanley Securities (MUMSS) Deploys InvestCloud Wealth Platform to Target Fast-Growing High-Net-Worth Individuals

April 14, 2021

InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors

Wealth and Asset Management

Credit Suisse Reaches for Bankers' Bonuses

April 14, 2021

The bank is expected to generate just over $3.7 billion in pre-tax income for the first quarter of 2021 which includes $600 million achieved through reductions to bond pool accruals and other one-off booked items.

Wealth and Asset Management

Bricknode and additiv form Wealth Management-as-a-Service partnership

April 14, 2021

Together, the partnership offers a complete and ready package, from a trusted source, to leverage the digital age.

Wealth and Asset Management

UBP launches a global fintech strategy

April 14, 2021

The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.

Wealth and Asset Management