11/15/2021
Jack beat six other candidates shortlisted to be named the 2021 ‘Trust Officer of the Year’ thanks to his valuable contribution at Highvern and charitable work in his personal time.
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