04/13/2023
The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled
04/13/2023
The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities covering back-end operations, investor administration and contact centre solutions.
04/12/2023
On 31 March 2023, the Company’s AUM totalled £40.1 billion, an increase of 5.7% for the quarter, which included net inflows of £326 million.
04/12/2023
They represent key executive roles as well as specialised functions from CEO and COO to CTO and CMO as well as other prominent roles.
04/11/2023
A panel of analysts and experts voted upon a list of over 1,200 businesses.
04/11/2023
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.
04/11/2023
Drew and Michael are founding members of Mainsail Wealth Partners, one of the largest advisor teams at UBS, which includes Private Wealth Advisors Steven Westerman and Brendan Carroll, and Financial Advisors Melanie Desma McFedries and Kate Freeman.
04/11/2023
Effective immediately, authorized external asset managers can also place and manage stock market orders via the technical interface.
04/11/2023
After that, owners and partners started worrying about concentration risk in the Swiss banking sector.
04/11/2023
Global stocks rose after government intervention helped calm market jitters.
04/06/2023
In this second article in our series, we look at some of the other key issues to consider when structuring an M&A transaction.
04/06/2023
Apollo Private Wealth snaps-up fellow SJP partner Debra Wait Wealth Management
04/06/2023
For BNP Paribas Personal Finance, this partnership is a major milestone on its strategic objective to have 50% of its outstanding loans related to mobility by 2025.
04/06/2023
Only Asset Risk Consultant’s Cautious index posted a positive return in March as the the SVB and Credit Suisse crises sparked volatility across markets.
04/06/2023
The WealthTech100 list for 2023 highlights the leading solutions helping investment firms, banks and financial advisors in their digital transformation efforts.
04/06/2023
Vontobel will provide an update on its performance in the first three months of the current financial year on April 21, 2023.
04/06/2023
Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
04/06/2023
With the transaction, Valartis is streamlining the structure of its shareholders.
04/06/2023
Clawbacks are also under discussion, with Credit Suisse instructed «to examine whether variable remuneration already paid out can be recovered, and report to the FDF and Finma on the matter.
04/06/2023
The CEO of the “new” Vontobel SFA is Peter Romanzina, with Jürgen Wegner serving as Deputy CEO.