08/25/2017
During quarterly earnings calls this week, two Canadian banking giants — Royal Bank of Canada and Canadian Imperial Bank of Commerce — outlined plans to expand their U.S. wealth divisions and turn up the heat on their stateside peers.
08/25/2017
Now Openwork is boasting about reaching a 'milestone' £5 billion of assets in its fund range Omnis.
08/24/2017
The expectation is that clients will want to see more options across the investment spectrum, with advice on the right selections based on individual risk profiles – and also more guidance during times of market stress.
08/24/2017
The funds will be launched on 5 September
08/24/2017
Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.
08/23/2017
This includes access to Sanlam's global investment capabilities and the UK-based SPW Global Quality Fund, named the winner in the Best Fund category of the City of London Wealth Management Awards earlier this year.
08/23/2017
His claim asserts two counts of violating a federal Dodd-Frank Act whistleblowing law and a Florida whistle-blowing statute.
08/23/2017
But why would the ultra-wealthy want to bank in Switzerland these days?
08/23/2017
Credit Suisse’s Swiss universal bank, which offers wealth management, asset management and investment banking, was earmarked for a potential IPO earlier this year
08/23/2017
The unit employs nine bankers with one million euros or more in salary.
08/23/2017
The number of inquiries about new investment mandates has increased substantially.
08/23/2017
Royal Bank of Canada on Wednesday reported a 5 percent increase in underlying third-quarter net income, helped by double-digit growth at its wealth management business which offset a weaker showing in capital markets.
08/23/2017
Earlier this month a source told Reuters the deal was worth between 150-200 million euros ($177-236 million).
08/22/2017
The office is among more than 40 global offices for BNY Mellon Wealth Management.
08/22/2017
Once in Italy, they will have their residence permit applications prioritized.
08/22/2017
The bank has hired a string of new client advisers, additions that paid off.
08/22/2017
Chief executive says the platform still plans to float on the London Stock Exchange in early 2018
08/21/2017
EFG clients include high net worth individuals with investable funds of over US$10 million (S$13.6 million), while VP Bank said it caters to the needs of HNWIs with “assets in excess of S$2 million".
08/21/2017
Completion of the transaction is subject to various regulatory approvals
08/21/2017
PURE Group of Insurance Companies, a member-owned insurer established in 2006 by President and CEO Ross Buchmueller and two other insurance industry veterans.