11/04/2015
Advisers need to prepare for multi-trillion dollar wealth migration: SSGA
Advisers are being urged to prepare themselves to play a key role in facilitating the greatest intergenerational migration of wealth in history.
11/04/2015
There’s a new top robot in town
Fast-growing ‘robo-advisor’ tops $3B in assets
11/04/2015
Wealth management firms’ forays into faith-friendly investing has shown that not all followers of a given religion care about the same things By Carol J. Clouse
11/03/2015
The Class-A property is a nearly 218,000 square-foot combination of residential and retail that is 95.5% occupied.
11/03/2015
Mr. Covlin, 42, had been charged with second-degree murder in his wife’s death.
11/03/2015
Started its activities in 2010, is based in Geneva, employs 19 people and manages assets of CHF 1.3 billion. In the past years, the company’s profitable business has enjoyed healthy growth.
11/03/2015
As part of the Manulife Private Wealth offering in Hong Kong, a representative office of Manulife Bank of Canada is being launched at the same time.
11/03/2015
The bank was awarded Wealth Manager of the Year for its service excellence over the past 12 months.
11/03/2015
International M&A and Corporate Finance Advisory firm recognised in industry awards
The company, which was founded in 2000 and is wholly owned by it partners and management, has in recent months won a number of awards including “Independent M&A Advisers of the Year – Switzerland” in Finance Monthly’s 2015 Gl
11/03/2015
Credit Suisse Group AG Chief Executive Officer Tidjane Thiam said he “resisted calls to destroy the investment bank” as Switzerland’s second-largest lender seeks to focus on wealth management.
11/03/2015
They will receive dedicated support to manage its investment fund and the expertise of SGSS’ experienced international team located within the Luxembourg hub to accommodate its ongoing needs.
11/03/2015
The Personal Finance Society has awarded Simon Glazier of Aberdeen-based AAB Wealth chartered financial planner of the year, and Edinburgh-based Carbon Financial Partners chartered firm of the year.
11/03/2015
The former head of hedge fund giant Duquense Capital said he’s currently buying high beta stocks that are growing faster than the wider economy.
11/03/2015
The FOA is a membership organization that caters to the world’s wealthiest families and the single-family offices that oversee their assets.
11/03/2015
Net profit at the bank for the three months ended September rose to SFr2.1bn £1.5bn from SFr762m a year earlier
11/03/2015
A collapse in real estate prices following the sell-off saw property values drop to less than outstanding debt, spurring losses for noteholders.
11/02/2015
Retirement advisors with have single sign-on access to Retirement Solutions through their existing Fidelity WealthCentral and Streetscape platforms.
11/02/2015
The biggest acquisition of a US bank for almost four years was announced in January and is expected to be completed on Monday.
11/02/2015
As Credit Suisse offloads the business, Wells Fargo has stepped in to offer its brokers a sign-up deal of 300% of annual fees and commissions — with two major caveats
11/02/2015
Costas Stylianou works very closely with London-based Demetris Pisiaras, who is the market coordinator for Cyprus.