Think you're ready to automate your client reports? by Marc Dukes
Technology has been recognised as a vital enabler within the client reporting process, but are you really ready for automation,…
Wealth and Asset Management
4669 articles found
Solving the Corporate Actions Paradox – Reducing Risk, Increasing Efficiency whilst Improving Services
“Corporate actions continue to be an area of complexity, manual processing and high risk” according to the interim results of…
Schroders develops wealth tool for US bank’s global clients
Global asset manager Schroders has joined forces with US banking giant Citi to unveil a digital tool for the bank’s…
Empowering women is critical for the world’s economy and people
March 8 marks International Women’s Day, which provides a chance to reflect on the struggle for greater gender equality. …
Hardly Anyone Is Too Poor to Share
"The world does not lack the resources to abolish poverty, it lacks the right priorities. " So said Juan Somavía,…
Bank Leumi USA Appoints Head of U.S. Private Banking
Bank Leumi USA has announced that it has named Michael Zaremsky its new Head of U.S. Private Banking. In this…
Wealth clients willing to pay for financial advice, 33% switch providers – study
An increasing number of wealth management clients are willing to pay for financial advice, but what they value is evolving…
New £1.5billion fine threat for Standard Chartered over Iran link after a civil case is filed by whistleblowers
British banking giant Standard Chartered could face a new £1.5billion fine for breaking US sanctions against Iran after a civil…
Credit Suisse int'l private bank profits rise but EM stunts inflows
Credit Suisse International Wealth Management unit posted its highest profits in over three years in the first quarter but its…
BBK enters new phase of innovation with Tailored service to preserve and sustain Wealth
BBK is writing the next chapter in its history of constant innovation with the launched of BBK Privé, a tailored…
Many EMEA ultra-high net worth investors remain optimistic about global markets despite ongoing volatility
Many EMEA ultra-high net worth investors (39%) continue to believe equities will be the best performing asset class over the…
Swiss private bank to receive a license to operate at Abu Dhabi Global Market
Bank Lombard Odier & Co Ltd has become the first Swiss private bank to receive a license to operate at…