02/27/2019
Jeffrey Fratarcangeli Named to the Ranking of 2019 Best-in-State Wealth Advisors by Forbes
Fratarcangeli has been recognized regularly by national publications.
Wealth and Asset Management
02/27/2019
St James's Place funds under management hit £102bn
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
02/27/2019
New visionaries and the Chinese Century
This report tells the story of a group of 2,158 individuals and counting.
02/27/2019
Fairstone adds £200m FUM through latest acquisition
Via DBO programme
02/26/2019
HSBC Revamps Branch Footprint Across Singapore
This will require three things: providing the best customer experience, delivering the right products and propositions, and delivering a blend of physical and digital channels that make sense for them.
02/26/2019
UBS Forecast Has S&P 500 Climbing to a Record by June
The index recently traded close to 2,805, about 4 percent below the record 2,930 reached in September.
02/26/2019
Banks aim to increase the proportion of Asian client assets
“Wealthy individuals here in Asia, over time, realize that they can’t beat the market in such a fantastic way as their egos might tell them,” said Steven Fong
02/26/2019
Zurich overtaken UBS as the most valuable Swiss financial company – view
In the current year, the shareholders will be proposed to 19 Swiss francs per share.
02/26/2019
House Prices Will Fall a Further 7pc: UBS Survey
While credit availability remains the top concern for investors, sentiment toward house prices is unlikely to become more negative without an additional catalyst like a policy change, spike in unemployment or a global downturn.
02/26/2019
Shruti Advani: «No One's Making Money in China»
Private banks have tweaked their strategy in China depending on how they are faring elsewhere, she notes.
02/26/2019
Bank of America rebrands its wealth management unit
The Global Wealth and Investment Management arm of BofA recently reported net income of $1.06bn for the fourth quarter of 2018, a 43% jump compared to $744m in the previous year.
02/26/2019
Swiss private bank inks partnership with crypto bank
Will enter into a partnership with SEBA to take advantage of their innovative platform
02/26/2019
HSBC will unveil its revamped Singapore flagship soon – and it will be the first in region to have the bank’s exclusive Jade service that’s open only to the rich
The bank added that it was aiming to “play a critical role in supporting Singapore’s ambition to be the leading wealth and trade hub of the region”.
02/26/2019
Top Liechtenstein Bank Announces Launch Of Institutional-Grade Cryptocurrency Exchange
DLT Markets provides institutional clients with automated multi-exchange access
02/26/2019
Standard Chartered plans cost reduction as private banking loss widens
Compared to last year, wealth management income increased 2% to $305m while retail products income increased 5% to $211m.
02/26/2019
TISE CEO wins Powerwomen award
In the Women of the Year – Business Growth category, Gold was won by Farah Ballands from Estera and Silver by Sheila Dean of Equiom.
02/26/2019
Ascot Wealth Management win Professional Advisor of the Year
The award highlights their exceptional advice processes and commitment to client care.
02/25/2019
Asia’s Richest Delight Banks by Abandoning Their Trading Egos
UBS and its rivals are counting on the richest folks in the world’s fastest-growing region to boost profitability.
02/25/2019
Mauritius trade fund enlists SRB as advisor
The agreement will see SRB provide technical Sharia consultation, certification and operation monitoring through Sharia audit.
02/25/2019
CreditEase Wealth Management Receives Three Best Wealth Manager Awards
Our "Three Golden Principles for Asset Allocation" remain a cornerstone for our wealth management business