HSBC AM downgrades seven Article 9 Paris-aligned ETFs
Downgraded to Article 8
Wealth and Asset Management
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GBST’s wealth management administration platform launches in UAE
The Middle East region has recently introduced BOD-49 regulatory changes, where all fees must be explicitly shown to the customer, and employee workplace saving schemes that both closely align with existing UK regulations.
Wealth Solutions Report Launches Annual Wealth Exemplar Awards To Honor Exceptional Firms and Individuals Across Wealth Management Industry
Inaugural Awards To Recognize Firms Across A Broad Range Of Industry Sectors Plus Person Of The Year Award
Credit Suisse considers selling stake in Lugano wealth manager
Credit Suisse currently owns 4.9% stake in Copernicus.
First Wealth boss eyes private backing for hybrid advice service
Self-funded until now, Villis wants to secure private investment in the first quarter of next year.
Ex-Citibank duo set up wealth management firm
It will offer services to clients in Asia and Middle East region
Enormous price differences in wealth management
For some mandate constellations, the fees of the most expensive providers can be three times as expensive as those of the cheapest, according to a market survey by the Moneyland comparison service .
Zurich is setting itself higher targets for 2025
The group has now set itself the goal of achieving a return on equity of 20 percent and more.
Crédit Agricole du Nord Est announces the creation of 2 vehicles to support business development and transition
The bond debt thus supplements the bank financing without impacting the distribution of the company's capital.
Outsourcing: Investing in quality to ensure efficiency
In fact, almost three out of four managers expect to increase the number of non-core operations they intend to outsource to external partners (so-called outsourcers) by 2023.
Apex Group wins Participant Capital mandate
This mandate is expected to be expanded in due course to provide additional depositary and digital banking services via Apex Group subsidiary EDB.
Do Not Respect their Authority
The key fact is that central banks had no basis for declaring it transitory, nor any real understanding of why inflation was quiescent and then erupted violently.