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.
07/25/2023
The strategy, which aims at achieving “equity-like returns with fixed income volatility”, was made available to ultra-rich clients just seven years ago, after the UHNW share class was tested for two years.
07/25/2023
During the period, the business delivered record growth in both gross and net new assets, increased operating income including excellent momentum in Professional Services fee growth
07/25/2023
With success: Migros Bank received several awards in 2023 for the digitization of its customer offering.
07/25/2023
A statement from the firm reports that the industry veteran passed away unexpectedly.
07/24/2023
What do wealth managers do and how can they help HNW individuals maximise the efficiency of their investments?
07/24/2023
In the first half of 2023, assets under management grew by CHF 17 billion (4%) to CHF 441 billion.
07/24/2023
In addition, with GAM having entered into definitive agreements to sell the third-party FMS businesses in Luxembourg and Switzerland to Carne Group, Liontrust has waived the FMS Exit Condition.