08/23/2017
This includes access to Sanlam's global investment capabilities and the UK-based SPW Global Quality Fund, named the winner in the Best Fund category of the City of London Wealth Management Awards earlier this year.
08/23/2017
His claim asserts two counts of violating a federal Dodd-Frank Act whistleblowing law and a Florida whistle-blowing statute.
08/23/2017
But why would the ultra-wealthy want to bank in Switzerland these days?
08/23/2017
Credit Suisse’s Swiss universal bank, which offers wealth management, asset management and investment banking, was earmarked for a potential IPO earlier this year
08/23/2017
The unit employs nine bankers with one million euros or more in salary.
08/23/2017
The number of inquiries about new investment mandates has increased substantially.
08/23/2017
Royal Bank of Canada on Wednesday reported a 5 percent increase in underlying third-quarter net income, helped by double-digit growth at its wealth management business which offset a weaker showing in capital markets.
08/23/2017
Earlier this month a source told Reuters the deal was worth between 150-200 million euros ($177-236 million).
08/22/2017
The office is among more than 40 global offices for BNY Mellon Wealth Management.
08/22/2017
Once in Italy, they will have their residence permit applications prioritized.
08/22/2017
The bank has hired a string of new client advisers, additions that paid off.
08/22/2017
Chief executive says the platform still plans to float on the London Stock Exchange in early 2018
08/21/2017
EFG clients include high net worth individuals with investable funds of over US$10 million (S$13.6 million), while VP Bank said it caters to the needs of HNWIs with “assets in excess of S$2 million".
08/21/2017
Completion of the transaction is subject to various regulatory approvals
08/21/2017
PURE Group of Insurance Companies, a member-owned insurer established in 2006 by President and CEO Ross Buchmueller and two other insurance industry veterans.
08/21/2017
Coming back to the three main points highlighted above, it’s worth trying to understand why these three patterns occurred, and why they are so significant in Italy, relative to other countries.
08/21/2017
The bank will invest in its business where it sees the best conditions for working profitably.
08/21/2017
While these discussions are ongoing, there can be no certainty these will lead to a transaction.
08/21/2017
The changes are in response to growing demand for more defensive structures from IFAs and wealth managers in the Far East, group chief exeucitve John Morton said.
08/21/2017
Deutsche Bank wants to significantly grow the number of private bankers it employs in London.