09/28/2018
The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management industry. John ranked number 79.
09/28/2018
Zoganas holds 29 years' experience in the banking sector, and her vast expertise makes her a knowledgeable mentor to future leaders in the industry.
09/28/2018
Bank has doubled its branch footprint since entering Florida 10 years ago; will create 200 more jobs
09/28/2018
FSCS also said that the first tranche of cash and assets were returned to affected clients, through association with Beaufort Securities’ special administrator PwC.
09/28/2018
Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.
09/28/2018
Recognition of an exceptional career in Financial Services
09/27/2018
An example of the kind of building that has been going on at Standard Chartered is the rollout of Personalised Investment Ideas (PII) intelligent wealth management tool for investors.
09/27/2018
China has accelerated the opening up of its capital markets this year to mitigate the negative impact (of the trade war)
09/27/2018
ABA Wealth Advisors formed because of a collaborative vision between Prithviraj "Raj" Dhandapani and William D. "Bill" King as a way to further serve more than 2,700 clients across the country.
09/27/2018
Andreas Amschwand will not be standing for re-election to the Board of Directors of Julius Baer Group Ltd. and of Bank Julius Baer & Co. Ltd at the Annual General Meetings 2019.
09/27/2018
This new equity investment by Nomura represents a significant step forward for both firms’ strategic ambition for the Japanese market and will provide Julius Baer access to Nomura’s high net worth franchise.
09/27/2018
Trapped inside the Taj Mahal Palace Hotel during the terrorist attack a decade ago, this shocking event refocused former private banker’s direction in life
09/27/2018
The portfolio solutions team within Citi Investment Management oversees core, globally diversified multi-asset class portfolios for ultra-high net-worth clients of Citi Private Bank.
09/27/2018
It will be managed by Pictet Asset Management’s Hans Peter Portner who heads the firm’s thematic equities team and Gertjan Van Der Geer, who is a senior investment manager on the thematic equities team.
09/27/2018
Thirty-three ‘top line execs’ have jumped ship to join a new venture
09/27/2018
We deal currently with mostly HNWI and ultra-HNW clients and history has shown us that this category of the market is becoming more sophisticated and the right products and ideas need to be targeted to them.
09/27/2018
Earlier this year, investment trust managers were surveyed by the Association of Investment Companies.
09/27/2018
He speaks with Stephen Engle on "Bloomberg Markets: Asia."
09/27/2018
Andrea Orcel was powerful advocate for unit that has been trimmed since the crisis
09/27/2018
The Swiss-based bank lifted revenue by more than 5 percent, while keeping spending virtually unchanged on the year.