06/18/2018
Wealth managers face existential crisis if don't adopt AI
The predictive aspect of AI is expected to be a driver of transformative personalisation in wealth management
06/18/2018
The predictive aspect of AI is expected to be a driver of transformative personalisation in wealth management
06/18/2018
For comparison, Credit Suisse’s long-term issuer rating stands at Baa2 with a stable outlook.
06/18/2018
“We are looking forward to attending the Money Marketing Awards and we would like to wish all our fellow nominees the best of luck.”
06/18/2018
Global economic growth is good news for investors, but it brings inflation with it which can have consequences for savers.
06/15/2018
French lender targeting expansion with hires over three years
06/15/2018
Current topics were presented by speakers from politics, business and professional sports backgrounds on the subject of digitisation and current trends in the financial sector.
06/14/2018
It will also be investing in an area that it refers to as “ESG engagement equities”
06/14/2018
Currently, the company’s asset portfolio is at a 10-year high point, with over $192.99bn in holdings worldwide.
06/14/2018
Five jobs will go at Irish operation as unit is integrated more with UK business
06/14/2018
High street banks are expanding ranges of premium accounts
06/14/2018
Investors find their nerves tested by political volatility in the UK
06/14/2018
All other Speirs and Jeffrey employees will transfer to the new business and integrate with existing Rathbones staff at the firm’s Glasgow office.
06/14/2018
Younger customers demand different services, funds and approach than their wealthy parents
06/13/2018
TERs between 0.10% and 0.22%
06/13/2018
Another key piece of data is that billionaires in Asia are getting older which should signal significant transfer of wealth over the next two decades
06/13/2018
The company also said uncertainty around Brexit would “continue to give rise to economic volatility in the UK”.
06/13/2018
SocGen bought the Belgian private banking business, la banque De Martelaere, in 2001 for 78 million euros ($91.57 million), according to L’echo
06/13/2018
Baer’s European business chief has an eye on Britain, Germany and Spain as new business matches high-growth Asia
06/13/2018
Money is power. And women are getting more of both. Sherry Paul tells us what to do with it.
06/12/2018
The top five groups run over $5.8 trillion in assets with Asian groups making their presence felt in this year's ranking.