11/15/2021
The Transaction will add approx. £23bn of assets under administration and 90,000 policyholders to the Group, taking total assets under administration to approx. £61bn and total policyholders to 580,000
11/15/2021
Leonteq thus expects to report solid growth in its net fee income and a significant increase in its net trading result for the second half of 2021 compared to the second half of 2020.
11/15/2021
Team Led by Experienced Fund Placement Professionals to Leverage Oppenheimer's Scale, Thought Leadership and Resources to Further Deepen Service Offerings for Alternative Investment Firms
11/15/2021
You can also watch him explain the company’s new offering for institutional investors, and outline prospects for growth as the world recovers from the COVID-19 pandemic.
11/12/2021
These include firms dedicated to serving high-net-worth and ultra-high-net-worth individuals and families across the U.S. Including all recently announced transactions, our U.S. wealth business will exceed US$98 billion, up from zero at the start of 2020.
11/12/2021
Similar wording appears in virtually all of Credit Suisse compensation reports from recent years.
11/12/2021
Zurich is confident it will achieve its targets for 2022.
11/12/2021
Infiba has 20 employees and was founded in March 2001.
11/12/2021
Lombard Odier is closing its wealth management business in Uruguay four years after opening its office in Montevideo.
11/12/2021
The Company underlines that the outcome of the discussions regarding the Proposed Transaction is uncertain and that there can be no assurance that a transaction will materialize from these discussions.
11/12/2021
Surrey-based Custodian Wealth Management will add 200 clients and £72m in assets under advice to the group.
11/12/2021
Protecting it, passing it on and the importance of communication
11/12/2021
Winners were selected through an online voting process and by an independent panel of professionals in the private wealth management sector.
11/12/2021
Dual-headquartered team brings RCM services to Palm Beach and Bethesda
11/12/2021
The Wealth Manager Platform of the Year category recognizes a wealth manager platform that exemplifies innovation in delivering better outcomes for investors and Financial Advisors.
11/12/2021
Moynihan didn’t elaborate on the wealth management opportunities in Los Angeles and the bank’s plans for the expansion of its advisor roster there.
11/12/2021
It has thus far returned nearly two-thirds of the total to the fund's investors, primarily wealthy clients of its private bank.
11/12/2021
One of the most common barriers to referral business in the industry lies between affluent and private banking segments.
11/11/2021
Acquisition increases CI’s U.S. assets to US$95 billion and deepens its Chicago presence
11/11/2021
Ioannis Gaiganis has been appointed CEO of the new venture.