06/30/2022
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/30/2022
The end-to-end Morningstar Wealth Platform adds to the data, research, portfolio analytics, and investment management
06/30/2022
In its annual report, the company stated that this surge was 10% driven by organic growth and 5% through acquisitions.
06/29/2022
Established in 1999 by co-founders, Mark Eaton and Spencer Watt, Absolute Financial Management now sits under the umbrella of AFM Wealth with assets under management exceeding £500mn and more than 4,500 clients.
06/29/2022
While terms like ‘sustainability’ and ‘net zero’ seem to make up most conversations about responsible investing
06/28/2022
The awards, this year in their fifth edition, recognise private banking entities that demonstrate excellence in their technology, innovation and digital transformation.
06/28/2022
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/28/2022
With over 4,500 clients and AUM exceeding £500M, the firm provides expert financial advice for both businesses and individuals
06/28/2022
Competition stimulates business.
06/28/2022
In principle, our plan continues to be to grow our lending book in wealth management and directionally go towards the 3 billion.
06/27/2022
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
06/27/2022
These Awards are viewed as a hallmark of excellence and innovation amongst private client professionals worldwide.
06/27/2022
In January this year, the group acquired independent financial advisory group Morgans Limited for £3.7mn.
06/27/2022
The agreement is subject to fulfilment of certain conditions precedent and requisite regulatory approvals.
06/27/2022
This forecast follows a successful previous year for the range where income delivered came in ahead of estimates.
06/24/2022
German lender has come under criticism from regulators
06/23/2022
The two sides have agreed not to disclose the price of the deal for client assets totaling 1 billion Swiss francs ($1.04 billion) to be transferred.
06/23/2022
In the meantime, equity and bond markets are adapting to the tougher conditions, including a rise in interest rates that has spelt the end of free money.
06/23/2022
The award ceremony took place in London on 21 June 2022, where representatives of IQ-EQ were in attendance.
06/23/2022
The number of Alpha Financial's clients increased to 718 from 439 the year before, fostering revenue growth alongside the integration of Lionpoint.