06/30/2022
More than three-quarters (78 per cent) of professional investors believe wealth managers will lose clients if they choose not to offer advice around crypto and digital assets or access to funds investing in them.
06/30/2022
The Blueprint encompasses six core themes: Climate Change, Corporate Governance, Diversity and Inclusion, Human Capital Management, Human Rights, Natural Capital and Biodiversity.
06/30/2022
This new solution is being progressively rolled out in all BNP Paribas Wealth Management markets and will be available to all private banking clients by the end of the third quarter of 2022.
06/28/2022
The Swiss bank has been slammed for a lack of adequate staffing in risk and compliance
06/27/2022
In this article, we’ll give a quick rundown of the major developments and the role of wealth managers in the deal.
06/23/2022
The use cases include increases to prospect win rate and share of wallet via responsive nurture processes and opportunity management.
06/22/2022
This strategic partnership enables Citi to extend its existing capabilities to digital assets while leveraging its current technological, operating and servicing model.
06/22/2022
Wealth managers should have confidence that their data is safe
06/21/2022
The very richest usually cope with substantial losses, but it can be a different story for those who made their millions quickly
06/21/2022
Royal London is already using Turo Wellbeing to create a series of personalised journeys to help their customers improve their financial wellbeing and retirement prospects, through a guidance-only pathway.
06/20/2022
The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.
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.