05/23/2018
Canaccord Genuity opens new wealth management office
This development supports the Company's objective of selectively recruiting top industry talent in pursuit of growing its assets under management and administration and operating the premiere independent wealth management business in Canada.
05/23/2018
About 60 percent of UBS’s invested assets come from ultra-high-net-worth individuals.
05/23/2018
The CEO of Ellevest and chair of both Ellevate Network and Pax Ellevate Global Women’s Index Fund is all about elevating women in the global economy.
05/23/2018
Assets under management at record CHF 401 billion – Robust net new money inflows – Gross margin improvement driven by step-up in client activity – Cost/income ratio(2) inside target range
05/23/2018
GWM declined to reveal how much of an interest it has taken in Optimus or the amount it paid for the stake.
05/23/2018
Award-winning wealth manager opens new office
The new office is located in the Turkey Mill Business Park, which is set in 20 acres of landscaped grounds and located half a mile from the town centre. I
05/23/2018
Julius Baer reveals record AUM and Asia growth plans
Assets under management at record CHF 401 billion – Robust net new money inflows – Gross margin improvement driven by step-up in client activity – Cost/income ratio (2) inside target range
05/23/2018
“Paulina is a dedicated advocate for women both as clients and as professionals in the asset management industry,” said John M. Dowd, chief executive officer of Fiduciary Trust Company International.
05/23/2018
The asset-management industry has seen a wave of mergers as investors’ shift to passive strategies has put pressure on firms to increase scale and cut costs.
05/23/2018
The firm educates families on how to adjust to the elevated cost of living in the U.S.
05/22/2018
The bank's wealth management business is growing at a healthy clip, he said in a recent interview.
05/22/2018
Charles Stanley takes Woodford off its recommended list, as famed fund manager battles losses
05/22/2018
BOS hopes the memorandum of understanding will raise its profile among Japanese ultra-high and high net worth individuals.
05/22/2018
Forty percent of high net worth advisor clients own and operate their own businesses.
05/22/2018
A bespoke vehicle for private banking success
Mediobanca continues to demonstrate the expertise and sector-specific proficiency required to flourish at the top end of Italy’s private banking sector
05/22/2018
Capital Group's 3 Key Wealth Trends
Women are empowered now more than ever to make their own financial decisions - starting with choosing the right advisor.
05/22/2018
Jersey will not be the last island 7IM hops onto, however.
05/22/2018
Longer term, we are confident that the consistent application of our business model, along with our strong customer relationships
05/22/2018
More than 60 per cent of mainlanders with personable investible assets worth in excess of US$1 million now hold those offshore, and 10 per cent of that by value are handled by foreign banks
05/21/2018
Geneva bank chief on hedge funds, Madoff and takeovers