09/17/2020
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
09/17/2020
As a response, it is launching three new funds on 21 September, named Prudence InRetirement, Balance InRetirement and Growth InRetirement, to reflect their distinctive investment objectives.
09/17/2020
Credit Suisse Asset Management has partnered with Qatar Investment Authority to create a private credit platform.
09/17/2020
The inaugural Citywire Club Survey has revealed that multi-asset managers have little confidence in the UK’s economic recovery from the Covid-19 market crash.
09/16/2020
Sport has seen its fair share of problems when it comes to financial planning
09/16/2020
Robust results in the face of very challenging market conditions
09/16/2020
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
The three-strong fund range was launched based on growing client demand for retirement products
09/16/2020
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/15/2020
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
Vaccines matter to investors because the world’s economic recovery depends on how quickly a COVID-19 cure can be developed.
09/15/2020
Additionally, there is a reported increase in earnings (adjusted underlying EBITDA) of 11.2% to £17.9m (up from £16.1m in the first half of 2019).
09/15/2020
The 1e plans will be offered in collaboration with Neutrass, an insurance broker.
09/15/2020
Lombard International Assurance is inviting wealth management professionals to contribute anonymously to this review.
09/15/2020
Private lender has implemented wide-ranging corporate restructuring
09/14/2020
ZEDRA announces milestone acquisition
This acquisition marks a step change for ZEDRA’s corporate services offering
09/14/2020
The new pricing structure means that Coutts will be one of the best value propositions on the HNW market, with the wealth manager and private bank’s own analysis positioning it as the lowest charge other than robo-only advisors.
09/14/2020
The bank expects that the changes will help grow its affluent and retail businesses.
09/14/2020
Trust Corporation of the Channel Islands, also headquartered in Guernsey, is a tier one independent trust company.