12/18/2017
Life Company Consolidation Group is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.
12/15/2017
Not only the client mix, but the markets are changing rapidly across all asset classes.
12/15/2017
To meet the growing demands from our clients, CreditEase Wealth Management has developed a suite of products and services covering five key areas: investment, learning, life-style, philanthropy and inheritance.
12/15/2017
Our private company initiative, the Investor Forum, has gained significant momentum and we expect this new initiative to enhance the revenue growth prospects of this division during the forthcoming year.
12/15/2017
“Standard Life Aberdeen is making good progress towards creating a world-class investment company. The integration of Aberdeen Standard Investments is on track and we are delighted with the way the teams are coming together to deliver for clients.
12/15/2017
£25bn single strategy business
12/15/2017
Investec is a major provider of block discounting, and have recently provided multi-million pound facilities to PCF Bank and Haydock Finance amongst others.
12/15/2017
A total of 113 branches and 1,500 staff will migrate to Santander as part of the deal.
12/15/2017
According to the World Wealth Report 2017, published by CapGemini, Switzerland’s HNW population grew two percent between 2015 and 2016
12/14/2017
The effort has paid off: last year, the bank's profits topped 700 million Swiss francs.
12/14/2017
Succession planning has gained importance among the rich Indians.
12/14/2017
“Highvern has a strong reputation for providing expertise, high quality client relationships and continuity of service”
12/14/2017
Quilter Cheviot Investment Management receives Gold Standard Award for 2017
The company looks after £23bn of assets under management as at 30 September 2017.
12/14/2017
Examine the tax structure behind charitable foundations, and in some cases it turns out that the benefactor is the one to actually benefit
12/14/2017
Meet the Swiss Bankers Chasing After Israeli Millionaires
The Zurich-based Zwei Wealth Experts AG, founded by Patrick Müller and Klaus Wellershoff, chose Tel Aviv as the site of their first overseas office in 2017.
12/14/2017
The philanthropy discussed here goes beyond that call of duty, and there is plenty of wealth to share in this region.
12/14/2017
Arora states that selling new products to clients and delivering long term value are not mutually exclusive at ASK Wealth Advisors.
12/14/2017
The wealth management space is constantly evolving, and you can’t afford to be left behind.
12/13/2017
Staying informed in an industry that’s constantly shifting isn’t easy, but being aware of changes as they’re happening can keep you ahead of the curve.
12/13/2017
Desjardins and CUMIS merge to create major Canadian wealth management firm
The transaction will create one of Canada's largest independent wealth management firm