05/10/2017
Natixis Canada Announces Changes to Ultra High Net Worth Series
The decision to cap these series was made because of the relatively small number of securityholders holding these series.
05/10/2017
It's a number derived by the actuaries - like so many things in the world of insurance - and, as always, will be taken with a grain of salt.
05/10/2017
Domestic rivals Bank of Montreal and Toronto-Dominion Bank also are seeking ways to gain more U.S. investment-banking business.
05/10/2017
Lingwood set up Maestro back in 1984 and it has grown by acquiring a financial planning business itself.
05/10/2017
The merger will create a world-class investment company headquartered in Scotland.
05/10/2017
The firm acquired FutureAdvisor for $152 million in 2015.
05/10/2017
"The first quarter was also notable for our success in introducing emerging and frontier markets strategies"
05/10/2017
‘Funds under management are now in excess of £18 billion"
05/10/2017
The combined IMFA membership would represent UK firms offering a range of financial solutions, including investment advice and portfolio management, as well as investment and execution services, financial planning and advice for private clients.
05/10/2017
The MIC will initially lead an investment program in financial institutions and natural resources with expansion into other sectors as investment capabilities are acquired.
05/09/2017
DHD is an extremely well organised and robust business which also enjoys a strong and loyal client base.
05/09/2017
Mr Murray, a former chief executive of the Commonwealth Bank, told The Australian he felt the holding company structure, where banking and wealth management was separated into two different subsidiaries, could be better.
05/09/2017
He has held leadership positions spanning, sales, products, and operations and technology across firms including Julius Baer and Citibank.
05/09/2017
We will continue to deepen.
05/09/2017
An advocate of microfinance, social investment and enterprise, and venture philanthropy.
05/09/2017
Hong Kong-based insurance major to acquire global wealth solutions biz
We work with some of the wealthiest families via our offices in Asia and around the world.
05/09/2017
Rugby World Cup and Société Générale extend worldwide partnership
World Rugby has announced that Société Générale has renewed its long-standing and hugely-successful worldwide partnership of Rugby World Cup for the 2019 event in Japan.
05/09/2017
Seventh-generation private bank sees Scots growth outpace rest of UK
Overall, we’re continuing to take on new clients in Scotland
05/09/2017
In Chepstow we gather together the cream of the crop from the region’s wealth management and advisory world.
05/09/2017
The LQA tool was developed over a six-year period and uses machine learning.