02/09/2018
Everplans’ primary business is now wealth managers who offer the platform to their clients, and the company already works with more than 50 advice firms, WealthManagement.com writes.
02/09/2018
The new office in La Jolla will serve individuals and multigenerational families "who aspire to make an impact with their wealth," Ascent said.
02/08/2018
Citing recent reports from the Asian business of Switzerland's UBS, Gupta claimed DBS' wealth unit enjoyed comparable performance in attracting new money.
02/08/2018
A campaign group fighting to keep the UK in the EU has received £400,000 from billionaire investor George Soros.
02/08/2018
Kicking off the reporting season for Singapore’s banks on Thursday, DBS said its fourth-quarter net interest margin, a key gauge of profitability, rose seven basis points to 1.78 percent.
02/08/2018
Results helped by an improving trend in bank’s French and international retail units
02/07/2018
For most affluent families, Desjardins finds that primary residences and vehicles are the most "massive" components of wealth at the beginning stages.
02/07/2018
It’s farther from the authorities in Beijing—and a nice place to keep an apartment. By Chanyaporn Chanjaroen , Keith Zhai
02/07/2018
Mr Green goes on to say: “Like the industry itself, the deVere Group Graduate Programme is known to be hard work and intense.
02/07/2018
Fundraising comes as private-equity unit looks to spin out from parent company
02/07/2018
As volumes of funds managed by Frenkel Topping increase, the percentage fee payable to Harwood Wealth will reduce.
02/07/2018
The rich may be feeling exposed by changing banking practices.
02/07/2018
The discreet bank recently raided rival Julius Baer of its CEO, who will become one of seven partners at the discreet 213-year-old Genevan bank.
02/07/2018
The bank has close to 50 relationship managers in Dubai, up by around a 40 percent since 2016, and is targeting further growth by 2020.
02/07/2018
UBS, Asia’s largest wealth manager, is ahead of the game as usual.
02/07/2018
Bonds won’t help in the next bear market
02/07/2018
Man Group’s first onshore fund in China marks a positive turn for the British firm.
02/06/2018
Asia is a key strategic growth market for the Swiss bank and Magnenat will continue to be based in the region, according to an internal announcement by the bank.
02/06/2018
This low level is due in particular to the good control of risk at loan origination, the low interest rate environment and the continued improvement in Italy thanks to the repositioning on better corporate clients.
02/06/2018
Managers also can continue recruiting brokers to the firm.