07/27/2021
Although Ellis noted that Man Group, which has $127 billion in assets under management, does make crypto investments, it was one of «probably 800 markets we trade today on top of 15,000 stocks and thousands of credits».
07/27/2021
Company hasn’t ruled out acquisitions as it lays out ambitious growth strategy
07/27/2021
Led by well-known speaker, author and commentator Michael Farr, the Washington, D.C.-based firm has $2 billion in AUM
07/27/2021
Shoosmiths service to high net worth Individuals is extended by the addition of an in-house Private Property team.
07/26/2021
Why Compliance Automation is a Priority for Wealth Management: 5 Good Reasons
Playing catchup isn’t a linear pursuit.
07/26/2021
NBO Launches Wealth Management Portal On Mobile App
National Bank of Oman (NBO) has launched its new wealth management portal, available through the bank’s mobile app.
07/26/2021
Wall Street doubles down on lending ‘cheap money’ to the rich
Combined value of loans made by wealth management units at top US banks in second quarter exceeds $600bn
07/26/2021
Australian wealth manager AMP to revamp financial advice model
It will instead release “institutional ownership from AMP Financial Planning to advisers”, it said.
07/26/2021
St James's Place targets $1m HNW private clients in HK and Singapore
This private client proposition represents a logical next step for us in furthering our engagement with high net worth clients.
07/26/2021
The Tyneside-based financial advice company has now launched six takeovers through its downstreet buy out programme
07/26/2021
“After such a difficult period during Covid I wanted to step up my support for the Club to help them fulfil their ambitions.
07/26/2021
NN Group ‘reviewing strategic options’ for NN IP since April
07/26/2021
SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.
07/26/2021
Mr. Dodig has been running the bank’s private wealth division in Canada since 2019
07/26/2021
DRUM Income REIT uncovered as illiquid
07/26/2021
Earlier this month the firm opened a branch in Cheshire, which is led by Audrey McKinstry and John Simpson.
07/26/2021
Alongside the service-line rankings, 11 members of the team have achieved individual rankings.
07/26/2021
In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago
07/26/2021
The launch of this new business area will increase the company's presence and broaden its offering to both existing and prospective clients in Spain
07/26/2021
The business serves customers with some 17 billion euros of assets and makes about 25 million euros a year in net profit.