02/28/2018
Chinese insurance and investment group Fosun has added wealth management to its operations after announcing it is to acquire a Brazilian wealth manager for $52m (£37.3m, €42.3m).
02/28/2018
And Goldman’s digital wealth-management platform is set to roll out this year. Sources tell the Journal that Goldman will likely supplement the robo advice with human brokers.
02/28/2018
The Thomson Reuters Lipper Fund Awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
02/28/2018
Wealth manager expects rising demand from next ultra-rich generation
For years the FTSE 100 firm has cashed in on the rising demand for retirement advice due to an increasingly complicated pensions landscape, and on Wednesday reported a pre-tax profit rise of 32pc for 2017.
02/28/2018
Group net profit jumped by 25.1% to CHF 315.3 million for 2017 from CHF 252.1 million in 2016.
02/27/2018
Senior managing partner shares the good practices of one of the largest Swiss banks.
02/27/2018
Finance Ministry’s Pagani says 150 people show interest
02/27/2018
GDP expected to increase 2.2% this year
02/27/2018
Standard Chartered has also sharpened its focus on clients with more than $5 million in assets.
02/27/2018
This is particularly pleasing to see during the protracted period of strong business growth that we have been experiencing.
02/27/2018
Atlas Wealth was founded in 2011, and looks after expatriate Australians in more than 20 countries around the world, mainly from its base in Southport, on Australia’s so-called Gold Coast.
02/27/2018
In the first two months of 2018 alone, this is the fourth acquisition AFH has made
02/27/2018
Hammond McNulty deal adds £50m FUM
02/27/2018
Lender sees good pipeline of bond sales, IPOs, privatizations
02/27/2018
One of the founders of St James’s Place, Mike Wilson, has died at the age of 74 following a battle with cancer.
02/27/2018
Paid in RIT shares vesting over three years, the bonuses potentially multiply the £250,000 salary of Rothschild
02/27/2018
Today, Bankorus — the fintech company that created China’s first robo-advisor — has announced the launch of its cryptocurrency wealth management solution.
02/27/2018
The exact timing and conditions of the succession aren’t yet finalized, the person said.
02/27/2018
Sadly passed away
02/26/2018
The average RM at Credit Suisse in APAC now manages CHF333m in assets, compared with CHF260m in 2016 – a rise of about 28%.