10/23/2018
GAM bleeds 20% of assets despite measures to stem outflows
All teams at GAM remain focused on working with its clients. During October 2018, so far, GAM has seen an improving flow trend with net outflows diminishing.
10/23/2018
All teams at GAM remain focused on working with its clients. During October 2018, so far, GAM has seen an improving flow trend with net outflows diminishing.
10/23/2018
“These asset managers do not need to develop their own IT platforms if they have access to fully serviced, industry leading software solutions."
10/23/2018
Closure completes a strategic overhaul of Latam Chief Sanchez
10/23/2018
This concerns all of the Luxembourg investment funds of the Carnegie Investment Bank in Sweden and Denmark.
10/23/2018
Lloyds and Schroders see significant growth opportunities in the financial planning and retirement market and the JV will aim to become a top three UK financial planning business within five years.
10/23/2018
Generali Worldwide was named Best International Employee Benefits Provider. CEO Giorgio Daboni was delighted to have won in such a tightly contested field.
10/22/2018
The purpose of the meeting with authorities is not clear, but the bank has asked others in its China wealth management team to review their travel plans carefully.
10/22/2018
The deal is part of Banca Generali’s wider private-banking growth strategy launched with a view to strengthening the Bank’s range of services and its distinctive asset management and advisory expertise.
10/22/2018
The acquisition adds significant scale to ii and reinforces our ability to deliver excellent choice, value and service to all our customers.”
10/22/2018
The new branch will provide tailored investment advice, drawing on external financial planning expertise when required and working together with clients to create strategic long-term plans.
10/22/2018
The move is aimed at starting new business offerings under the Marcus brand that can be sold to the unit’s expanding roster of clients.
10/22/2018
Marcus, which makes personal loans online, will be pitched to the wealth management division's clients
10/19/2018
She said promoting female wealth managers will help to grow the Raymond James business in the UK as many women may feel more comfortable discussing financial planning with a female adviser.
10/19/2018
He then joined James Brearley in 2006 as a branch manager.
10/19/2018
The Swiss private bank says there’s clear evidence of wealth creation and growth in the region
10/19/2018
This is an exciting next step for us in working more effectively with our intermediary partners
10/19/2018
Under the deal Lombard Odier will sell its existing discretionary and advisory wealth management business with U.S-based clients through an asset transfer to Vontobel.
10/19/2018
The security theme will resonate with keynote speaker Sir John Sawers, former Chief of the Secret Intelligence Service MI6.
10/19/2018
Financial returns and investing responsibly are not mutually exclusive, Rathbones’ David Harrison has said.
10/18/2018
Younger ultra-high net worth Asian investors are reinventing the traditional cheque writing charity-giving of past generations towards a ‘profits with purpose’ form of investing