IF Insights: How AI is transforming the future of wealth management
While technological advancements are opening new doors, regulatory requirements are burdening wealth management teams as well...
Tag : Wealth Management
Business Leader of the Week: Under CEO Paul Thwaite, NatWest eyes full privatisation by 2025
Paul Thwaite said that it is reasonable to expect that absent some big dislocation or economic event we’ll be back in private ownership next year, maybe as early as the first half of the year...
Broadridge acquires Kyndryl’s wealth management platform, shifts focus to AI trading solutions
With the acquisition of Kyndryl's wealth management platform, Broadridge, which is part of the S&P 500 Index, continues to solidify its position in the industry...
Business Leader of the Week: Meet Tan Su Shan, DBS Group’s incoming CEO
Tan Su Shan began her career at ING Baring Securities in institutional equity and derivative sales...
Dubai’s Emirates NBD beats 2024 Q2 profit estimates, rebrands private banking unit
At the end of the 2024 second quarter, Emirates NBD's total assets increased to 931 billion dirhams, up 15% from 2023, while lending increased by 6% during the first half of the year...
Start-up of the Week: Meet Illio, the comprehensive investment intelligence platform
Illio was born to give investors premier analytics to help them manage wealth to the best of their ability...
UBS marks first profit since Credit Suisse takeover, to go ahead with proposed job cuts
In August 2023, UBS said it would axe 3,000 jobs in Switzerland alone after swallowing up its stricken rival Credit Suisse, a move expected to help the bank make significant cost savings...
Morgan Stanley’s wealth management division faces regulators’ heat
Morgan Stanley's wealth management division offers brokerage, custody, investment advising, and financial planning services to high-net-worth individuals and small to medium-sized organisations...
BPI elevates wealth management with signature experience
At the core of 'BPI Private Wealth' lies an unwavering commitment to unparalleled banking excellence...
UBS’s Credit Suisse takeover: From crisis to success
UBS reported a net loss of $785 million for the June-to-September 2023 quarter, driven by costs tied to the Credit Suisse rescue deal, which came in at $2 billion...