06/20/2022
Each of these areas of demand continues to increase—most notably, clients and consumers of all ages and demographics expect more personalized attention-they expect their advisors to “get them.”
06/20/2022
Another key theme for the industry over the last decade or so has been regulation.
06/20/2022
The Business Research Company’s Wealth Management Market 2022 - Opportunities And Strategies – Global Forecast To 2030
06/15/2022
It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.
06/14/2022
Europe moves past Asia Pacific to second place in growth rate, fueled by a recovering economy in Europe and slowing growth in Asia Pacific; 70% of HNWIs globally have invested in digital assets and currencies
06/14/2022
JP Morgan-backed Nutmeg’s total losses since inception have hit £115m after the digital wealth manager posted another deficit last year.
06/14/2022
RBC clients also benefit from a wide range of RBC's digital security tools
06/14/2022
The newly acquired CRM system serves mortgage and protection advisers, as well as advisers in the wealth management sector.
06/13/2022
SIX Swiss Exchange is Switzerland’s main stock exchange, with services in other securities, such as bonds and derivatives.
06/13/2022
The firm says it will provide comprehensive wealth management services for its clients, which include assistance with taxes, equity compensation, and family communication.
06/13/2022
Closing the gender investing gap is one of the most impactful ways we can improve wealth equity.
06/13/2022
CEO Alison Rose said the bank was looking at purchases in the wealth sector, which amid a downturn in the sector could make purchases more appealing.
06/08/2022
They pride themselves on leveraging the best-emerging technologies in the market to streamline and modernise their workflows to better serve their clients.
06/07/2022
Global banks have been cautiously moving into crypto for several years, some building it within existing operations and others setting up new businesses.
06/07/2022
This will mostly be through acquiring and layering on digital tools, and sometimes through outsourcing processes, the latter usually well away from any client interface.
06/07/2022
The awards were presented on June 02 at a gala evening in Singapore.
06/06/2022
One in three (34 percent) expect the number of digital only solutions to increase dramatically by 2025, according to new research from Oxford Risk
06/06/2022
Ant obtained one of Singapore's first digital wholesale banking licences at the end of 2020 allowing it to serve large clients, including financial institutions and corporations.
06/05/2022
Showcasing “best of breed” in the Asia region, these awards have been designed to recognise outstanding organisations grouped by specialism and geography
06/03/2022
Endowus had also seen a significant uptick in the number of accredited investors on its platform, almost tripling between April 2021 and 2022.