05/13/2021
“The Chinese market represents a significant opportunity to help meet the long-term goals of investors in China and internationally,” Laurence Fink, BlackRock’s chairman and CEO said in a statement.
05/13/2021
In the first quarter of 2021, Citi added more than $5 billion more in net new money.
05/13/2021
This announcement supplements the existing broad range of local solutions
05/13/2021
In addition to a client book of repatriated investors, Skybound said it also provided advice on UK focused products such as ISA's, income protection and pension planning.
05/13/2021
Even as women’s wealth is projected to hit $93 trillion in 2023, many female wealth management clients’ needs are not being met. We meet the financiers pushing for change
05/13/2021
The bank will also maintain its hiring plans to add more than 5,000 client-facing wealth roles over the next five years, including relationship managers.
05/12/2021
Fabio Candeli, Mario Aragnetti-Bellardi and former chairman Fulvio Pelli resigned from the former BDPG's board of directors.
05/12/2021
Close Brothers Asset Finance and Leasing launches 3rd Sales Academy
Full and intensive training is provided, comprising classroom-based learning, mentoring and practical ‘on-the-job’ training.
05/12/2021
Primary amongst the appointees if former MLC executive, Matt Lawler who supplants David Akers as managing director, Advice with the clear message from Hartley that with the transformation project reaching its final stages it was the right time for a chang
05/12/2021
Horta-Osório and CEO Thomas Gottstein are managing a pastiche of risks – not all of which Credit Suisse can shoulder.
05/12/2021
While overall attrition at Pictet Wealth Management stands at an all-time low of 2.8%, the evacuation of longtime talent has reverberated through the corridors of the five-story modernist headquarters.
05/12/2021
The new branch will offer investment advice, insurance and family office services.
05/12/2021
The merger is scheduled to close on 1 June.
05/12/2021
This union will enable both Investec and All Together to share insights and expertise
05/12/2021
Bahnhofstrasse signals the U.S. firm's ambitions in wealth management, where it is putting considerable resources including in Switzerland.
05/12/2021
“Guangdong is one of the most affluent regions in mainland China, with 290,000 families owning over 10 million yuan in assets,” says Daniel Chan, head of Greater Bay Area at HSBC.
05/12/2021
Asset manager unveils new strategy with US-based alternative investment specialist.
05/12/2021
Deal would have been largest in U.K. finance industry in years
05/11/2021
Other banks have moved more quickly into the space than UBS has.
05/11/2021
Noah primarily distributes private equity, public securities and other products denominated in RMB and other currencies.