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...
Tag : Wealth Management
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...
Start-up of the Week: The Addepar way of playing wealth management game through data analytics
Addepar's flexible APIs also help its customers to efficiently automate workflows and drive their business-critical applications...
Seven essential strategies for personal finance & wealth management
Minimising tax liabilities is a crucial aspect of effective wealth management...
Banking innovations during inflation
Emirates NBD's mobile app has become the preferred choice for financial and investment management for retail and private banking customers in the Middle East region...
Precision in motion: FinYX’s systematic approach to trading excellence
While FinYX group's roots lie in the HFT landscape, they have consciously shifted their emphasis from being HFT based to mid-low frequency strategies...
Billionaires collecting more wealth from inheritance than their effort: Study
Around 53 individuals who became billionaires in the 12 months leading up to April of 2023 received a total inheritance of USD 150.8 billion from their families...