Banking
How private banks can survive the neo-broker revolution
By Joaquim De la Cruz, co-founder and CEO of Flanks
30th April, 2025
Wealth Management
Latest articles
Business
After $20M in Transactions, Vennre Hires CPO Veteran to Build the Future of Digital Wealth Creation
Vennre has today announced the appointment of Ahmed El-Sharkasy as Chief Product Officer (CPO). This...
23rd April, 2025
Finance
UK's Quilter beats profit forecasts but outlines nearly $100 million review cost
(Reuters) - British wealth manager Quilter on Wednesday beat estimates with a 17% higher profit for...
5th March, 2025
Finance
Schroders CEO plans reboot under pressure from founding family, sources say
By Amy-Jo Crowley, Iain Withers and Stefania Spezzati LONDON (Reuters) - When Schroders CEO Richard...
28th February, 2025
Finance
Exclusive-HSBC cutting staff numbers by 900 at China Pinnacle unit, sources say
By Selena Li HONG KONG (Reuters) - HSBC is reducing staff numbers at its China digital wealth busine...
27th February, 2025
Finance
UK's Rathbones annual profit beat estimates on higher inflows, customer numbers
(Reuters) -British wealth manager Rathbones reported a 79% surge in its full-year pre-tax profit on...
26th February, 2025
Headlines
AI to transform wealth management, Microsoft executive says
By Oliver Hirt ZURICH (Reuters) - Artificial intelligence will bring major upheaval to wealth manage...
14th February, 2025
Finance
StanChart picks former South African bank boss Ramos as new chair
LONDON (Reuters) -Standard Chartered appointed Maria Ramos as chair to succeed Jose Vinals, who is a...
4th February, 2025
Finance
St James's Place beats 2024 fund expectations with $5.4 billion net inflows
(Reuters) - British wealth manager St James's Place on Thursday reported better-than-expected manage...
30th January, 2025
Finance
UK Investment platform AJ Bell's Q1 managed assets jump 17%
(Reuters) - British investment platform AJ Bell on Wednesday posted a 17% jump in its first-quarter...
29th January, 2025
Banking
HSBC appoints insider John Shipman as interim CEO of Swiss Private Bank
(Reuters) – HSBC on Tuesday appointed insider John Shipman as interim CEO of its Swiss Private Bank...
18th December, 2024
Investing
Why High Net-Worth Individuals Need a Wealth Manager
As a high-net-worth individual you understand that wealth can come and go, and to secure generationa...
9th December, 2024