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
10/18/2018
Our revenue growth has been strong and we have put in some cost efficiencies.
10/18/2018
The cathartic element of change, Dhingra argues, has been regulation.
10/18/2018
The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.
10/18/2018
FCE Group was drawn to CAPTRUST’s client-focused culture, growth record and independence, Sloan and Schwartz say in the press release.