Brown Brothers Harriman’s Kleiser predicts more European asset managers will enter ETF market
‘The ETF wrapper is attractive for all types of reasons’
Wealth and Asset Management
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Mattioli Woods Issues Final Results for the Year Ended 31 May 2022
I sincerely thank and remain humbled by the continued professionalism, commitment, endeavour and agility that our people have shown in managing our clients’ affairs throughout another challenging year.
Credit Suisse-Tycoon Clash Has Wealth Industry Holding Its Breath
Billionaire suing CS Trust for damages tied to banker’s fraud
CEO & Founder of Legacy Wealth Advisors Explains her Innovative Holistic Approach to Wealth Management & Legacy Planning
In particular, she was keen to emphasise her passion for a truly empathetic and holistic approach to helping private clients and their families curate robust legacy and succession planning with a multi-generational perspective.
Four UBS Advisors in the Northeast Private Wealth Management Market Named Top Wealth Advisors in America by Forbes/SHOOK
This acknowledgement speaks to their commitment and ability to help clients achieve their goals while navigating a very challenging environment.
How can wealth firms address the liquid-alts challenge?
Global wealth and asset management leader walks through different questions firms should be asking themselves
Boris Collardi to Get a Raise Upon Joining EFG Board
Classen was nominated to be chairman after Peter Fanconi unexpectedly announced in July he would step down and depart at the end of October
EFG International publishes agenda for its Extraordinary General Meeting
EFG International today published the invitation to its Extraordinary General Meeting (EGM), which is scheduled to take place on 06 October 2022 with no public attendance.
Mattioli Woods made £46m from acquisitions last year
Mattoli Woods’ strategic goals are to grow group’s operations towards £300m of revenues, £30bn of total client assets and £100m of EBITDA.
RBC’s £1.6bn Brewin deal jumps final regulatory hurdle
Royal Bank of Canada's mega deal for Brewin Dolphin has received approval from the Canadian regulator, with the takeover set to complete later this month.
German wealth manager to launch Swiss equity fund
The fund will be available to financial intermediaries in Switzerland.
Why isn't gold working?
Gold was the best performing asset class during the 1970s, with the price appreciating more than ten times higher in dollar terms.