05/12/2021
Close Brothers Asset Finance and Leasing launches 3rd Sales Academy
Full and intensive training is provided, comprising classroom-based learning, mentoring and practical ‘on-the-job’ training.
05/12/2021
Primary amongst the appointees if former MLC executive, Matt Lawler who supplants David Akers as managing director, Advice with the clear message from Hartley that with the transformation project reaching its final stages it was the right time for a chang
05/12/2021
Horta-Osório and CEO Thomas Gottstein are managing a pastiche of risks – not all of which Credit Suisse can shoulder.
05/12/2021
While overall attrition at Pictet Wealth Management stands at an all-time low of 2.8%, the evacuation of longtime talent has reverberated through the corridors of the five-story modernist headquarters.
05/12/2021
The new branch will offer investment advice, insurance and family office services.
05/12/2021
The merger is scheduled to close on 1 June.
05/12/2021
This union will enable both Investec and All Together to share insights and expertise
05/12/2021
Bahnhofstrasse signals the U.S. firm's ambitions in wealth management, where it is putting considerable resources including in Switzerland.
05/12/2021
“Guangdong is one of the most affluent regions in mainland China, with 290,000 families owning over 10 million yuan in assets,” says Daniel Chan, head of Greater Bay Area at HSBC.
05/12/2021
Asset manager unveils new strategy with US-based alternative investment specialist.
05/12/2021
Deal would have been largest in U.K. finance industry in years
05/11/2021
Other banks have moved more quickly into the space than UBS has.
05/11/2021
Noah primarily distributes private equity, public securities and other products denominated in RMB and other currencies.
05/11/2021
The merger has created a business with an unrivalled range of expertise spanning both wealth management and professional services.
05/11/2021
Wealth managers can also take into account a range of financial matters, including estate planning, succession, tax services and wealth structuring.
05/11/2021
If a wealth management firm hasn’t built a strong relationship with the woman, who statistically is likely to outlive her husband, the firm will see the money shift to another firm and another advisor.
05/11/2021
It will provide pensions and investment services to UK expats retired in the EU
05/11/2021
Wealth industry peers recognize the company for Wealth Counselling services
05/11/2021
It will provide advice on a range of issues including succession planning and cross-border estates
05/11/2021
BlackRock will "support China in building a sustainable ecosystem for investing," Chairman and CEO Laurence Fink said in the statement.