10/21/2024
This positions us well for the second half of our strategy, where we will accelerate profitable growth, building on an open wealth-capable IT platform, a regional target organization, and improved risk management.
10/21/2024
Wealthy European families approve of Hong Kong’s family office-friendly policies, says wealth-management CEO of French bank BNP Paribas
10/21/2024
Cheltenham IFA Ltd has a wealth management proposition at its core and builds long-lasting relationships with its clients that regularly progress to the next generation.
10/21/2024
Firms will come under increasing pressure to deliver best-in-class client experiences
10/21/2024
While it’s always a bit surprising to see an investment bank purposefully shrink its wealth management division, this approach by Krupa seems sensible.
10/21/2024
The UK LTAF is the first multi-asset LTAF to be dedicated to the UK market.
10/21/2024
This acquisition brings Fairstone’s funds under management to more than £17 billion, with a client base exceeding 125,000 across the group.
10/21/2024
American Express is to become the sole holder of Swisscard.
10/21/2024
The British-American asset manager targets Japanese equity through subsidiary’s new active ETF strategy.
10/18/2024
Since its launch in the spring of 2023, the hub has been developed step by step, with the first digital products successfully rolled out in recent months and many more in the pipeline.
10/18/2024
Demir Avigdor, head of private banking UK at Standard Chartered, on sustainable solutions for UHNW clients.
10/18/2024
One additional benefit of the increased scale of the enlarged Thorntons Wealth business will be a reduction in service costs for the vast majority of Robson Macintosh’s clients.
10/18/2024
Specifically, in terms of national policymaking, investors said global alliances on politics and trade (44%), as well as high levels of government borrowing (35%), would most likely impact their investment positioning.
10/18/2024
Companies are staying private longer and by the time they go public (if they do it at all), most of their growth is behind them.
10/18/2024
It is also evident that participating in the digital asset space is demanding for industry actors.
10/18/2024
Wealth managers continue to hunt for ‘synergies’ amid rampant consolidation
10/18/2024
By the end of the quarter, funds under management had swelled to £184.4bn, up from £181.9bn the quarter before and also ahead of consensus.
10/17/2024
During the first quarter of the financial year, the group saw net outflows of £0.1bn
10/17/2024
Together with leading institutions, infrastructures and fintech businesses, Deutsche Börse Group contributes to this transformative endeavour with its Clearstream and Eurex Clearing businesses.
10/17/2024
They are receiving support from Natalia Souto Rodríguez, a former partner at Prime Partners.