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.
11/11/2021
The CEO said the bank has been exploring deals for some time now but did not provide further details.
11/11/2021
The awards are designed to recognise outstanding organisations in the MENA region grouped by specialism and geography, which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year&
11/11/2021
All programmes will be provided by MyBnk’s expert trainers and will be aided by volunteers from Quilter plc.
11/10/2021
Switzerland’s biggest bank paid a seven-figure sum for a multi-year sponsorship agreement with the producer Players Media.