05/23/2017
Unigestion CEO Joins the Board of Sustainable Finance Geneva
Fiona is an advocate for Responsible Investment and has been an active member of Unigestion’s Responsible Investment Committee since its inception five years ago.
05/23/2017
RBC has been more aggressive pursuing experienced advisors with substantial bonuses than other firms, except for the wirehouses, according to Diamond.
05/23/2017
U.S. loan and deposit growth had moderated
05/23/2017
Apfa director general Chris Hannant said the merger could not be confirmed until this vote takes place.
05/22/2017
Wealthy Indonesians have long been a big business segment for Singapore's wealth management industry.
05/22/2017
Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.
05/22/2017
Last year’s significant investments in attracting senior relationship managers started to accelerate net inflows to the middle of the 4-6% target range.
05/22/2017
Our regular video series continues
05/22/2017
The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.
05/22/2017
The unit will leverage OCBC’s wealth management platform that draws on the combined product expertise of the bank
05/22/2017
Move comes three years after lender aborted first expansion plan in private banking.
05/22/2017
The firm may use a single platform strategy while always being aware of suitability factors.
05/22/2017
Julius Baer assets under management swell at start of 2017
This increase was driven mainly by broadly equal improvements in the client-activity-driven and asset-based components of net commission and fee income
05/22/2017
CMB Wealth was launched in 2015 by ex-Coutts investment director Julian Soper and Savio Figueredo, formerly a director at Barclays Wealth & Investment Management.
05/22/2017
Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.
05/22/2017
In addition to significantly enhancing our wealth management business.
05/22/2017
Assets amounting to tens of billions of dollars of the European rich have left Switzerland.
05/20/2017
It notes that increasing numbers of those who are wealthier in parts of Asia and Africa are losing out on savings as a result of an overly simplistic approach to their personal finances.
05/20/2017
Retail launch of US giant’s cheap passive funds exerts downward pressure on fees
05/19/2017
The net interest margin and bad debt ratio both remained broadly stable on the first half.