04/01/2020
Due to the requirements for detailed benchmarking in the selection process, the APB wealth management award is considered as one of the most respectful and competitive honors in the wealth management industry.
04/01/2020
Vontobel’s wealth management business for Italian clients, previously managed out of Zurich as well as from Italian-speaking Locarno and Lugano in Switzerland, will be handled by a larger team it wants to build up in Milan.
03/31/2020
KPMG China has a vast footprint, with 23 offices across 21 cities and with around 12,000 partners, directors and staff across the major cities of the country.
03/30/2020
Supported by My RM’s document and file sharing, screen sharing, text chat and audio call functions, clients would be able to get detailed market updates from their relationship managers without visiting the branch.
03/30/2020
As the next generation around the world prepare to inherit this wealth generated by their parents over the past few decades, we can see a shift in attitudes and priorities when it comes to the way this money will be invested and put to work.