07/28/2023
With this transaction, Allfunds will build upon its position in the Banca Corrispondente or local paying agent business in Italy to better serve customers, while strengthening the partnership with an important financial institution in the country.
07/27/2023
London's Canary Wharf is a place steeped in history.
07/27/2023
Clients rush to cash instead of funds, hitting SJP as regulation changes fee model.
07/27/2023
As a result, institutional investors remained on the sidelines, while private investors sought a professional partner to advise them on how to manage their wealth.
07/27/2023
The outlook for the year as a whole is therefore more positive than expected.
07/27/2023
This includes a decision to reward clients with long-term investments through an annual product management cap on bond and pension investments after they have been invested for 10 years.
07/27/2023
Collaboration will start in the second half of 2023.
07/27/2023
The collaboration ushers in a new era of digital asset management, providing financial advisors with a hybrid approach to digital asset custody, management, and advisory for the first time.
07/27/2023
Mutual Funds and Institutional felt the impact of the “risk-off” market sentiment and saw net outflows of £0.8 billion and £5.3 billion, respectively.
07/27/2023
The ousting of Flavel is one of the first actions taken by NatWest's new interim CEO Paul Thwaite
07/26/2023
Co-heads of wealth management Emea – Stefan Bollinger and Christopher French – explain the rationale behind hiring advisers despite job cuts in other parts of the business.
07/26/2023
Net new assets totalled CHF 3.0 billion, corresponding to an annualised growth rate of 4.2%, within EFG’s target range of 4-6%.
07/26/2023
As a public company GAM has an obligation to ensure that information it discloses is accurate and transparent
07/26/2023
We enjoy a great working chemistry with the Nugenis team and look forward to building the relationship.
07/26/2023
‘We have chosen not to charge investment advisory fees to clients’
07/26/2023
Advice firms can now use the questionnaire as a go-to reference for supporting their conversations with clients.
07/26/2023
There are currently 26 different account options up from the three that were previously available, providing greater flexibility and enabling more customers to take advantage of the higher interest rates on offer.
07/26/2023
The wealth manager said it will drop all Russia-domiciled clients by the end of the year as a result of the widening spate of sanctions.
07/26/2023
The global investment company Vontobel is scaling up its collaboration with Microsoft in order to employ Azure Open AI Service.
07/25/2023
This doesn't prevent him from attracting more outside talent because the bank offers attractive conditions.