06/06/2017
Canaccord Genuity assets jump 20% to near £15bn
We will continue to focus on growing assets under management.
Wealth and Asset Management
06/06/2017
New clients, advisers key to keeping SunTrust's wealth market share, says CEO
We don't have any proprietary products sitting behind us.
06/06/2017
Goldman Sachs Team With $1 Billion in Assets Goes Independent
DG Wealth Partners is the second Goldman Sachs team to partner with Dynasty.
06/06/2017
CreditEase Wealth Management Expanded in Singapore
The new office opening was hosted by CreditEase Founder and CEO Ning Tang, CreditEase senior executives, distinguished guests from Blackstone, KKR and Tishman Speyers and other strategic partners.
06/05/2017
Investing in golden opportunity
What is unique, he explains, is that the client can view their precious metal at any time.
06/05/2017
5 Impact Investing Ops For Savvy 9-To-5ers
A recent Morgan Stanley report, Sustainable Signals, finds that 71% of active individual investors are interested in impact investing and 65% see sustainable/impact investing becoming even more prevalent in the coming 5 years.
06/05/2017
St.James's Place Wealth Management back Foxhunter Chase for further three years
The firm has supported the Foxhunter Chase since 2015.
06/05/2017
Fund managers demand IA classification rethink
I would certainly support reclassifying them
06/05/2017
WH Ireland to expand wealth manager in Manchester
The move to brand new and attractive premises enhances our presence in Manchester for both clients and our staff as we continue to grow our wealth management and wealth planning services in the city and the north west.
06/05/2017
Bank Mandiri targets Singapore private wealth
It plans to apply for another licence to run private banking operations.
06/05/2017
How clients choose professional advisers for succession
The obvious criterion of choice is trust.
06/05/2017
SGG Group completes acquisition of Cim Global Business
Together with Cim Global Business, SGG Group forms a leading investor services platform with over 800 staff and state of the art technology.
06/05/2017
Half Year Profits Rise At AFH
Pre-tax profits were also up from £859,000 to £1.15m.
06/05/2017
Wealth portfolios bounce back into the black
The figures marked a return to the black for wealth portfolios after only the Cautious index delivered a positive return in April.
06/05/2017
“Dark horse” Deutsche is hiring again in Asia – “big egos” not wanted
Deutsche now wants to build after it avoided an exodus
06/05/2017
Standard Chartered launches brand campaign
Its acclaimed No. 1 position is well-established
06/05/2017
Canaccord Genuity Wealth Management reports $38.6 billion of assets
Excluding significant items, fourth quarter earnings per common share of $0.27
06/05/2017
Interactive Investor acquisition creates one of the UK's largest investment platforms
We are delighted that our acquisition of TDDI has received regulatory approval
06/05/2017
Financial Advisory Firms Struggle to Attract and Keep Young Talent
Demand is strong but wealth management firms are having trouble finding and keeping top performers, especially in the younger age bracket. A new report serves up some advice on changes the financial advisory industry can make to attract Millennials.
06/05/2017
Fraudsters target financial service provider's clientele
We urge the public to always be aware of such scams and be cautious not to fall prey to such individuals.