01/02/2024
Allen Tomas & Co partners with Fairstone Wealth Management
But co-owner Michael Crisp said the new partnership would allow them to focus more on the customer service side of the business.
Wealth and Asset Management
01/02/2024
How Gen Z is navigating the world of wealth
How does the asset management industry persuade Gen Z to save?
12/29/2023
Top 100 wealth management and other financial services firm visitors to TWM in 2023
A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic
12/29/2023
“Bringing the retail banking boom to wealth management” – Peter-Jan van de Venn, Hexaware Mobiquity in ‘The Fintech Magazine’
During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.
12/28/2023
CREALOGIX publishes interim financial statements for the first quarter of the financial year 2023/24
Purpose of these interim financial statements
12/28/2023
Investor confidence 'will return' in 2024
After a tough year of high inflation and rising interest rates, Husselbee thinks markets could see signs of recovery in the new year.
12/27/2023
Schroders and Lloyds confirm wealth management deal talks
£109bn investment contract from bank has speeded tie-up process
12/27/2023
WH Ireland posts first half loss after challenging market conditions for the broker
It posted a statutory pre-tax loss of £3.9 million, widened from a £0.4 million loss a year earlier.
12/22/2023
Private banking and markets in 2024: what’s the outlook?
Will interest and inflation be a burden to private banking markets in 2024?
12/22/2023
Sergio Ermotti: «UBS is Like the Iron Giant from Space»
And the combination will be worth more than the sum of its parts, the boss of the largest Swiss bank is certain of this.
12/22/2023
UBS Sets New Standards in Zurich with the Mandarin Oriental
So the city of Zurich now has a new touch of world-class luxury, as was evident during the official opening on Wednesday evening.
12/22/2023
Lombard Odier’s NextGen initiative wins key award
The accolade honours the Bank’s ‘LO Generations’ initiative, a market-leading multigenerational approach to serving the next generation (NextGen) of our clients.
12/22/2023
Edmond de Rothschild corporate finance advises the private owners in the sale to a family office of a Residential building in the sixth Arrondissement of paris
The family property is a Haussmannian construction of superior quality dating from the late 19th century.
12/22/2023
Melville Douglas’ Head of Portfolio Management recognised at Wealthbriefing awards
The annual WealthBriefing Channel Islands Awards program recognizes the most innovative and exceptional firms, teams and individuals.
12/22/2023
GAM Holding AG has been informed about the regulatory approval of the tender offer
GAM would like to thank all shareholders for their continued support and looks forward to creating long-term value and success for all our clients, shareholders and employees in 2024 and beyond.
12/22/2023
Deutsche Bank: Mountain of complaints causes huge trouble
Meanwhile , CEO Christian Sewing is trying to correct deficiencies in dealing with German private customers, which had already brought the financial regulator Bafin into action.
12/22/2023
Julius Baer Probed by Regulator Finma Over Signa Risk Lapses
Finma itself has faced criticism this year following the near-collapse of Credit Suisse.
12/21/2023
Majority consider wealth inequality to be too high in Switzerland
In terms of income inequality, Switzerland is internationally in the middle range, and this inequality hasn't increased significantly.
12/21/2023
Zurich structured product specialist opens Ticino office
The expansion will be headed by Laura Paganetti, who spent over 27 years at UBS.
12/21/2023
Natixis, H2O Face €717 Million Suit from Angry Investors
Reports about the illiquid investments triggered an investor flight at the time, prompting French regulators to order H2O to freeze some of its hard-to-sell funds.