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Wealth and Asset Management

09/27/2017

Expense Report Costs Morgan Stanley Veteran Her Career

Morgan Stanley reported that she was fired over an allegation that “event attendees on employee’s expense report incorrectly included one person who did not attend event.”

09/27/2017

Quilter Cheviot partners with fintech firm for online cash platform

The Flagstone platform allows clients to open and fund new bank accounts simply and efficiently.

09/27/2017

RBC Reflies Flag in Miami with Billion-Dollar AUM Morgan Stanley Team

He has partnered with Bosch since they met at at Bear.

09/27/2017

Freud Meets Finance: Why Wealthy Clients Are Using Financial Advisors For Money Therapy

Several years ago, Mossanen held what some might consider a family intervention with one of his best clients, an Iranian immigrant couple living in the Bel Air section of L.A.

09/27/2017

Regulatory MoUs at heart of Guernsey’s 10-year development in China

China-based panellists presented evidence of this at an event marking 10 years of Guernsey’s presence in Shanghai and all cited the importance of the MoUs in facilitating business with the island.

09/27/2017

Singaporean bank considers Luxembourg base

It would be the first time a Singaporean bank has set up shop in the Grand-Duchy.

09/27/2017

Standard Life and Seven IM multiple winners at UK Platform Awards

Nucleus again Platform of the Year

09/27/2017

Santander to set up new wealth management unit

The new division will be led by Victor Matarranz

09/27/2017

Strive and Coutts Partner To Support UK Esports Industry Growth

We recognise that Coutts itself is very new to the eSports industry

09/27/2017

Seven Investment Management to expand offshore

We are in the process of completing our various regulatory applications and intend to open an office in Jersey in early 2018 -

09/27/2017

Performance-Related Fees in Swiss Asset Management?

The initiative comes as so-called exchange traded funds are sweeping the market with their low-fee business model, said Andreas Utermann

09/27/2017

For UBS, Size Is Key to Opening Digital Wealth Vaults

Digital wealth managers are dwarfed by established banks like UBS.

09/26/2017

Wealth managers falling short on fixed income

Direct access to unlisted fixed income securities is one of the weak spots within Australian wealth management.

09/26/2017

Living in a new wealth management landscape

The second challenge, is that the banks suffer from scalability issues.

09/26/2017

Close Brothers profits climb 13% as securities business recovers

Results are presented both on a statutory and an adjusted basis to aid comparability between periods.

09/26/2017

The youngest generation holds great wealth potential and has high expectations

But they also have enormous earnings potential

09/26/2017

Banque Cramer: Faster Than the Market

The technology automatically and without any emotions adjusts portfolios in line with the market sentiment.

09/26/2017

VP Bank – A Boutique Bank on the Move

The combination of these capabilities enables advisors to comprehensively identify and understand individual client requirements.

09/25/2017

UBS Tells Wealthy Clients to `Take Some Profit' on Global Stocks

Stocks this year have climbed 15 percent globally, about twice UBS’s expected long-term return.

09/25/2017

The Most Powerful Banker in Hollywood

Banker to the stars: Martha Henderson, City National Bank’s entertainment boss

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