04/08/2024
SJP expands VR adviser training with CII course
The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.
04/08/2024
The Vulnerability VR empathy training programme is aimed to build vulnerable client support and soft skills for advisers in line with Consumer Duty.
04/05/2024
The idea seems simple: the asset manager advises entrepreneurs who have already found success, suggesting that they “give back” the support they once needed and got.
04/05/2024
Positively, we have continued to see investor-friendly announcements being made towards the asset class.
04/05/2024
Chosen by a distinguished panel of analysts and industry experts
04/05/2024
Three-year maturity aligns with current market conditions, says the fund’s manager.
04/05/2024
In this context, Leonteq also announced in February 2024, that it intends to become a market maker on this exchange.
04/05/2024
The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.
04/05/2024
Financial advisers prove to be best in class after national award wins
04/04/2024
The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.
04/04/2024
Credit Suisse (CS) and UBS long held sway in Switzerland’s corporate banking world.
04/04/2024
The company has grown to 300 staff, with offices in the UAE, UK, USA, Europe, Australia and South Africa
04/04/2024
From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves
04/04/2024
Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.
04/04/2024
ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.
04/04/2024
Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.
04/03/2024
There will be three options on offer: core, sustainable core and active core.
04/03/2024
Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.
04/03/2024
Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels
04/03/2024
For those aged 55 and over the ‘shortfall’ is even larger, at more than £115,000.
04/02/2024
Former Julius Baer boss Boris Collardi has been on board since 2022.