WealthTech Views Report: Looking into 2021 – the view from SIX
With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX
Wealth and Asset Management
15393 articles found
UBS Advisors Gerry Bandini and David Chodosch Named to Forbes/SHOOK Best-in-State Wealth Advisors List
They continuously provide their clients with the highest level of expert financial advice with responsive, personal service. It’s truly gratifying to see them acknowledged for their long-standing dedication to their clients and recognized for their
Asia’s traditional wealth managers lag digital adoption
Although they still form a small part of the market, challenger banks are using digital payments as a gateway to wealth management growth, according to a KPMG report.
Brooks Macdonald assets break through £15bn mark
As a result, net flows at the group level are expected to be modestly positive for H2.
Hauck & Aufhäuser Switzerland rebrands after management buyout
The new CEO is Roman Limacher, who has been with the company for over 18 years.
Credit Suisse and Greensill: UBS Is Getting Involved
One of many hurdles in this race for CS: The Swiss bank's decision to unwind the funds has sent its Australian-British fund partner, Greensill Capital, into bankruptcy.
Jefferies Committed to Wealth Management, Executive Says
Production per advisor averages around $2.3 million, surpassing the million-dollar-plus averages at industry whales such as UBS Wealth Management USA, Merrill Lynch and Morgan Stanle
UBP launches small and mid-cap equity fund
The UBAM - Bell Global SMID Cap Equity fund is managed by Australia-based Bell Asset Management.
Wells Fargo to end its Abbot Downing wealth management brand for the ultra-rich
Abbot Downing was announced in 2011 to combine multiple existing units at the bank that served the rich.
The future of wealth is female
If the profession is to attract women clients and unlock their untapped pool of wealth, it first needs to do more to appeal to female advisers
CI Financial to Acquire New York-Based RIA
CI’s U.S. assets to reach $50 billion
Edelweiss Wealth Management’s Two Bets For The Next Five Years
Consumer tech in the unlisted space is where the startups exist