10/23/2018
We have delivered this continued growth despite both tough comparatives and a more challenging environment for the industry, once again demonstrating our resilience in these market conditions.
10/23/2018
Swiss bank to pursue ‘ultra high net worth’ US clients 9 years after $780m fine
10/23/2018
The city mayor’s tribute came as Mattioli Woods threw open its doors to media representatives for the first time following completion of its switch from Grove Park, Enderby.
10/23/2018
All teams at GAM remain focused on working with its clients. During October 2018, so far, GAM has seen an improving flow trend with net outflows diminishing.
10/23/2018
“These asset managers do not need to develop their own IT platforms if they have access to fully serviced, industry leading software solutions."
10/23/2018
Closure completes a strategic overhaul of Latam Chief Sanchez
10/23/2018
This concerns all of the Luxembourg investment funds of the Carnegie Investment Bank in Sweden and Denmark.
10/23/2018
Lloyds and Schroders see significant growth opportunities in the financial planning and retirement market and the JV will aim to become a top three UK financial planning business within five years.
10/23/2018
Generali Worldwide was named Best International Employee Benefits Provider. CEO Giorgio Daboni was delighted to have won in such a tightly contested field.
10/22/2018
The purpose of the meeting with authorities is not clear, but the bank has asked others in its China wealth management team to review their travel plans carefully.
10/22/2018
The deal is part of Banca Generali’s wider private-banking growth strategy launched with a view to strengthening the Bank’s range of services and its distinctive asset management and advisory expertise.
10/22/2018
The acquisition adds significant scale to ii and reinforces our ability to deliver excellent choice, value and service to all our customers.”
10/22/2018
The new branch will provide tailored investment advice, drawing on external financial planning expertise when required and working together with clients to create strategic long-term plans.
10/22/2018
The move is aimed at starting new business offerings under the Marcus brand that can be sold to the unit’s expanding roster of clients.
10/22/2018
Marcus, which makes personal loans online, will be pitched to the wealth management division's clients
10/19/2018
She said promoting female wealth managers will help to grow the Raymond James business in the UK as many women may feel more comfortable discussing financial planning with a female adviser.
10/19/2018
He then joined James Brearley in 2006 as a branch manager.
10/19/2018
The Swiss private bank says there’s clear evidence of wealth creation and growth in the region
10/19/2018
This is an exciting next step for us in working more effectively with our intermediary partners
10/19/2018
Under the deal Lombard Odier will sell its existing discretionary and advisory wealth management business with U.S-based clients through an asset transfer to Vontobel.