10/18/2018
The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.
10/18/2018
FCE Group was drawn to CAPTRUST’s client-focused culture, growth record and independence, Sloan and Schwartz say in the press release.
10/18/2018
The lender did, however, warn of the ongoing "uncertainty" surrounding the Brexit leading the bank to continue to be "selective" in respect to new lending activities.
10/18/2018
Collardi is expected to kickstart the Genevan bank's business with wealthy clients, which means de Planta had to address the private banking arm in an interview with Swiss publication
10/18/2018
The firm’s IFA support services arm Paradigm Partners signed up an additional 14 companies, reaching a total of 382 over the period.
10/18/2018
The judging panel consists of experienced professionals who have a good knowledge of the fund industry in Africa.
10/17/2018
A high-net-worth individual was defined as having over $1 million in investible assets.
10/17/2018
Third-quarter wealth management revenue was $4.4 billion, even as adviser workforce slipped 1% from last year
10/17/2018
The latest report from Luxury Portfolio International®, Luxury Real Estate: What Matters Most To Today's Global Elite, shows continued interest in real estate as a wealth builder and deep emotional investment
10/17/2018
Underlying net operating income rose to 80.3 million pounds for the three months from 70.5 million pounds, a year earlier.
10/16/2018
The company is using the funds to continue to expand operations.
10/16/2018
Advisor incentives to acquire new clients are paying off for BofA’s wealth management unit.
10/16/2018
Operating expenses were $10.31bn, down 1% from $10.41bn in the previous year.
10/16/2018
PNC Wealth’s growth strategy is largely predicated on partnering with the retail bank to serve individuals with $1 million or more of investable assets.
10/16/2018
Advice consolidation giant AFH plans to raise another £15 million in a fresh share placing to fuel a fresh ‘pipeline; of advice acquisitions.
10/16/2018
The £79bn slice of the Lloyds mandate would be a welcome boost the asset manager’s sluggish AUM growth.
10/16/2018
After the grounding in 2001 of Swissair, a national icon, Switzerland was in danger of losing another flagship company.
10/16/2018
Room for independent asset managers to develop across the region
10/16/2018
The fund will hold between 40 and 60 stocks and will seek to capitalise on US equity market strength, while hedging against periods of difficulty.
10/15/2018
The panellists cogitated on how firms can differentiate their businesses and thereby future-proof their current successes.