07/26/2021
NBO Launches Wealth Management Portal On Mobile App
National Bank of Oman (NBO) has launched its new wealth management portal, available through the bank’s mobile app.
07/26/2021
Wall Street doubles down on lending ‘cheap money’ to the rich
Combined value of loans made by wealth management units at top US banks in second quarter exceeds $600bn
07/26/2021
Australian wealth manager AMP to revamp financial advice model
It will instead release “institutional ownership from AMP Financial Planning to advisers”, it said.
07/26/2021
St James's Place targets $1m HNW private clients in HK and Singapore
This private client proposition represents a logical next step for us in furthering our engagement with high net worth clients.
07/26/2021
The Tyneside-based financial advice company has now launched six takeovers through its downstreet buy out programme
07/26/2021
“After such a difficult period during Covid I wanted to step up my support for the Club to help them fulfil their ambitions.
07/26/2021
NN Group ‘reviewing strategic options’ for NN IP since April
07/26/2021
SIX delivers securities services to banks, private banks, wealth managers, broker-dealers and other clients across the global financial sector.
07/26/2021
Mr. Dodig has been running the bank’s private wealth division in Canada since 2019
07/26/2021
DRUM Income REIT uncovered as illiquid
07/26/2021
Earlier this month the firm opened a branch in Cheshire, which is led by Audrey McKinstry and John Simpson.
07/26/2021
Alongside the service-line rankings, 11 members of the team have achieved individual rankings.
07/26/2021
In fact, JPMorgan and Citi are now lending more to high net worth clients than to their millions of credit card customers, whereas just ten years ago
07/26/2021
The launch of this new business area will increase the company's presence and broaden its offering to both existing and prospective clients in Spain
07/26/2021
The business serves customers with some 17 billion euros of assets and makes about 25 million euros a year in net profit.
07/25/2021
The guide identifies and ranks law firms and lawyers around the world, with the HNW Guide specifically focusing on those representing wealthy individuals and families.
07/23/2021
That plan would more than double the 450 brokers now working for J.P. Morgan Advisors, the bank’s boutique wealth management firm.
07/23/2021
GIC reported an annualised 20-year real rate of return, its main performance metric, of 4.3 per cent for the year until the end of March, the highest since 2015, when it posted returns of 4.9 per cent.
07/23/2021
Q3 discretionary net flows of £0.7bn, an annualised growth of 6.1%; implementation of our custody and settlement system remains on track
07/23/2021
What's Next for Diversity and Inclusion in Wealth Management?
Though more than half of the U.S. population is female and women control one-third of household assets (more than $10 trillion), only about 1 in 5 financial advisors are women, according to Cerulli data.