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."
01/15/2020
The wealth management industry has been eyeing up the $30 trillion expected to be passed from one generation to the next over the following three decades
01/15/2020
These expanded BNY Mellon capabilities leverage its recent alliance with institutional investment solutions provider Milestone Group (“Milestone”) and their digital investment platform pControl™.
01/15/2020
Job cuts are targeted across functions focused on Asia, Europe
01/15/2020
This was attributed to higher investment valuations and average market levels, and also deposit and loan growth.
01/15/2020
The transfer of current front office systems to SimCorp will be seamless for clients and they will benefit from an improved client reporting experience from GAM.
01/15/2020
This second investment solution will enable investors to participate in new technologies, and younger brands with business innovators in the lifestyle industry.
01/15/2020
The landmark figure follows growing interest in sustainable investing and a rapid rise in demand for EQ’s Positive Impact Portfolios
01/15/2020
The move is part of government efforts to build on Singapore’s traditional strength as a financial center and reduce the economy’s reliance on more volatile sectors such as trade.
01/15/2020
We see vast potential for the market as compared to more mature markets in the region"
01/14/2020
Withersworldwide’s report notes that many want to see wealthy people engage more directly, openly and actively in the debate around the better uses of wealth in society
01/14/2020
Wells Fargo Advisors has been actively recruiting into its employee and independent channels
01/14/2020
It follows recent success across the Group with Butterfield named “Bank of the Year” in Bermuda and the Cayman Islands by The Banker.