12/06/2018
Linda C. Mack, and Chicago-based Mack International were recently shortlisted in three categories by the Family Wealth Report annual awards—2019. Categories include Family Wealth Counselling
12/06/2018
The rapid growth in the number of loan providers, from private banks to specialist lenders, could transform the art market’s relationship with the financial markets
12/06/2018
Video series aims to debunk myths about the investment advisor role
12/06/2018
Wealth manager is seeking further hires for its new Aberdeen office
12/05/2018
Raymond James also provides guides for advisors to work with clients on risk management issues associated with aging, including long-term care, Medicare, and elder financial fraud protection.
12/05/2018
Puneet had held various senior roles at Citi’s Global Consumer Banking business in India, including Business Development for Citigold and Citibusiness, and Head of Consumer India Strategy.
12/05/2018
The entities can leverage parents’ wider network of clients
12/05/2018
Before Beijing changed the rules earlier this year, overseas banks were only allowed to hold minority stakes of up to 49% in their Chinese securities businesses — a restriction that drew complaints from top US firms.
12/05/2018
New global initiative will offer bespoke services to ultra-high net worth clients thanks to Santander´s international footprint
12/05/2018
The training is delivered via a combination of face-to-face, e-learning, webinars, audio presentations and reading packages.
12/05/2018
Taking a closer look at Pictet Asset Management's Digital fund.
12/05/2018
Deal expected to give consultants and clients access to broader, deeper global research and specialist resources
12/04/2018
The bank, Switzerland's largest, was already raised in connection with a tie-up with Deutsche Bank last autumn.
12/04/2018
Northern Trust is committed to delivering quality alternative investment opportunities for our clients in the most efficient and secure manner available.
12/04/2018
Assets under management in U.S.-based socially responsible investing strategies climbed to $12 trillion at the start of 2018.
12/04/2018
Working with Pacific Asset Management, who have built the solutions from an operational, regulatory and technology perspective, the dVAM range of funds represent the “next chapter in deVere’s ongoing success story.”
12/04/2018
The acquisition is based on the belief that the personal financial services market in Italy is still inadequately served for its size.
12/04/2018
They are owners of companies, they create a lot of jobs and a lot of wealth.
12/04/2018
Recipients of these awards underwent a stringent and comprehensive evaluation process, demonstrating the verve to deploy wealth in ways to bring about positive impacts on the society and at the same time make positive financial return on client investment
12/04/2018
The most notable change is that several executives in UBS' arm for the ultra-wealthy will be tied into the bank's wider charitable efforts.