05/28/2020
The company has shifted its long-time cadre of fewer than 500 advisors serving wealthy individuals and families from its investment management division to a new consumer and wealth division.
05/28/2020
Los Angeles Office Opens
05/28/2020
The agreement represents the further development of a collaborative partnership between CI and Congress.
05/28/2020
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
The 30th anniversary signifies the success of the Centre’s long standing journey, and a pivotal time to embark on new direction for the next phase of development and growth.
05/28/2020
Sean Healey, former chief executive of Affiliated Managers Group, has died following a battle with ALS.
05/28/2020
Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.
05/28/2020
Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago, which saw the business increase its rates for investment management services in line with the rest of the market.
05/28/2020
Partners at Brady Wealth Management have launched initiatives to help communities even in the midst of a lock down while respecting WHO social distancing guidelines.
05/28/2020
Credit Suisse follows a sustainable and profitable growth strategy for its International Wealth Management business
05/27/2020
Three advisers form TriaGen Wealth Management in Calabasas, Calif.
05/27/2020
The second ad hoc announcement on new business activity will be for the month to 31 May 2020
05/27/2020
Coronavirus’ impact on travel is a big tax issue for businesses and individuals.
05/27/2020
The total PCL ratio on loans was 165 bps, up 139 bps from last quarter as we prudently increased reserves due to the impact of the COVID-19 pandemic.
05/27/2020
The Indianapolis-based firm with about $9 billion in assets under advisement intends to use the loan primarily to "maintain headcount and compensation," according to a new Form ADV.
05/27/2020
Covid-19 may accelerate larger wealth managers’ global ambitions.
05/27/2020
Patrick Isaacs, chief executive officer at M&A consultancy Capital and Trust, gives tips to sellers and buyers as the coronavirus crash is set to accelerate consolidation in the industry
05/27/2020
Bank is in talks to settle with authorities on metals probes
05/26/2020
There are three options for this: Either you want to sell the deal together with us as a bank, then we ask our customers and you theirs.
05/26/2020
The chaos wrought on economies, businesses, individual liberties and of course on the financial markets has been dramatic and shocking to all.