03/20/2018
Sarwar also said that he was interested to hear how family and multi-family offices in China and Asia are developing apace and the merging of models from the West to adapt to Asian mentalities and unique requirements in this region.
03/20/2018
The firm converted its partnership in the 1980s becoming one of the earliest multi-manager funds. A.W. Jones has maintained its family leadership for 70 years.
03/20/2018
Amazon-type marketplace would be nightmare scenario for traditional fund houses
03/20/2018
In his role, Lumberg is responsible for leading a team in developing new markets to deploy the Envestnet platform and wealth advisory services.
03/20/2018
Asset managers increasingly require daily administrator oversight as they face the challenge of managing complex data sets amid more stringent regulations.
03/20/2018
Vistra makes another acquisition
This sees Vistra’s presence in Ireland grow significantly, following the acquisition of Dublin based Squires Gilbride last month and the acquisition of the Corporate Services business of Deutsche Bank’s Global Transaction Banking division anno
03/20/2018
Ziegler Wealth Management has 55 private client advisors in five states that manage approximately $5 billion in client assets.
03/20/2018
Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations
03/19/2018
The world is undergoing monumental change due to the impact of disruptive forces, which rank among the greatest changes the global economy has ever seen.
03/19/2018
Successor Bernhard Hodler, who was promoted from his role as chief risk officer when Collardi quit, earned 4.82 million francs in 2017, Baer said.
03/19/2018
AE Financial will continue to operate as a standalone brand and Hayward will remain with the company.
03/19/2018
BPCAL has been operating as a merchant bank since 2004.
03/16/2018
Of this total, KBank has provided private banking service to around 90 high net worth individuals (HNWIs)
03/16/2018
Old Mutual has not responded to Citywire Americas request for more information
03/16/2018
Lee Woon Shiu, Head of Wealth Planning (Trust and Insurance), Bank of Singapore, discusses how the wealth manager continues to adapt and evolve to address the more complex needs of clients.
03/16/2018
Nirmal Jain's IIFL Holdings, which manages money for 10,000 ultra high networth individuals more than doubled in the past 12 months
03/16/2018
The lender has told analysts it has financial room for deals and other investments after guiding conservatively on how much it will spend to buy back shares, two of the people said.
03/16/2018
Private bank for the wealthy investigated female colleagues’ harassment allegations
03/16/2018
The group has continued to invest for growth across its client franchise businesses, ensuring that it remains competitive and relevant in the markets in which it operates.
03/15/2018
“I think there’s an amazing amount of information that the wealth management firms have accumulated,”