01/17/2020
The wealth division, which caters to individuals with at least $3 million to invest, added 64% more households in 2019, helping the unit end the year with a record of $288 billion in assets under management.
01/17/2020
“That’s our challenge: that group of people have to be engaged.”
01/17/2020
We find that wealth management is the most important segment for the bank – accounting for more than half of the bank’s revenues.
01/17/2020
They had a party going all through the last decade and it’s coming to an end
01/17/2020
The pan-European private banking group as a whole has been renamed “Quintet Private Bank.”
01/17/2020
The agency has been chosen as part of a holistic, ongoing project to further progress St. James’s Place’s reputation as a recognised and respected financial advice business.
01/17/2020
It agrees with the International Monetary Fund that has forecast global real gross domestic product to grow by 3.4 per cent in 2020.
01/17/2020
Star hire is dismantling units and cutting hundreds of jobs
01/17/2020
This results in expected total group AuM of approximately CHF 132 billion2 as at 31 December 2019 compared to CHF 132.2 billion1 as at 31 December 2018.
01/17/2020
Peter Hargreaves is planning to set up a £100 million charitable foundation financed through shares in the stockbroker bearing his name.
01/17/2020
The four units – situated on a seven-acre site within Chessington’s industrial estate on Cox Lane – is fully-let to three tenants.
01/16/2020
And where its quant strategists see a bubble building.
01/16/2020
Goldman’s new focus on wealth management and consumer banking is part of his effort to make it less reliant on trading revenue and more responsive to financial trends such as the boom in alternative assets.
01/16/2020
The results also showed investors pulled £235m from the company's discretionary fund management service.
01/16/2020
On the whole, Citi had a total revenue of $18.4bn in the fourth quarter of 2019.
01/16/2020
Quintet’s expansion reflects intensifying competition in private banking
01/16/2020
University set a price target of about 110 basis points above government-bond rate
01/16/2020
While net revenue in the unit overall was $5.2 billion for all of 2019, wealth management revenue was $4.34 billion, which was 5% lower than in 2018, which the firm attributes to “significantly lower Incentive fees and slightly lower net revenues in
01/16/2020
The starting point is to build women’s self-belief in their ability to win promotion
01/15/2020
Lloyd Abramowitz adds, "We found Cerity Partners to be the perfect partner for EMM Wealth as they share our belief that effective wealth management extends beyond monetary assets to every aspect of life that wealth touches."