12/12/2018
Dave Welling, Chief Executive Officer of Mercer Advisors, stated, "We are delighted to join forces with Colin Bell, and the entire Bell Wealth Management team. Like Mercer, Bell has a long history of providing investment management and financial plan
12/12/2018
SYZ Group, the family-owned Swiss financial group, has launched SYZ Capital, a private market investment and advisory specialist.
12/12/2018
Jane Fraser says bank plans to boost investments in Mexico
12/12/2018
They have achieved this by focusing on the value of relationships and with an ethos that is very similar to our own – to provide the highest level of advice to clients so that their needs, and those of their families, are met long into the future.
12/12/2018
But still the wealth management industry is in its relative infancy.
12/12/2018
Consumers are increasingly using digital tools for many of their daily banking, shopping and entertainment needs.
12/12/2018
The survey, which asked 500 high-net-worth investors about their current holdings and future investment strategies, showed that 47 percent of participants invested in individual stocks in the past year, a 10 percent decline compared to last year.
12/12/2018
The new arrangement sees Future Proof become part of the St. James’s Place Group, supporting the wealth manager’s Partnership through the provision of specialist protection advice.¹
12/11/2018
DBS plans to expand in the Middle East by doubling the number of private bankers there over the next five years, from more than 20 now, the bank said.
12/11/2018
The fund has a moderate number of holdings of around 70 positions and is A rated on Citywire as well as followed by Morningstar.
12/11/2018
Credit Suisse is the second largest bank in Switzerland and is famous for being a safe haven in the money world
12/11/2018
Proprietors including Mikhail Fridman deny attempt to sell Russia’s largest private bank
12/11/2018
Bank will commit to ‘significant’ buyback but amount ‘nowhere near’ analysts’ estimate for next year
12/11/2018
A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.
12/11/2018
The UCITS Fund will target high single digit net returns, with a volatility of approximately 6-7%.
12/11/2018
U.S. Law Firm Industry is Seeing Strongest Growth in Almost a Decade
12/11/2018
The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.
12/11/2018
Fund manager Arnaud Langlois joined Swiss fund house in February
12/11/2018
The club will undertake a primarily build-to-core investment strategy with some allocation to the re-positioning of income-producing operating assets, it said.
12/11/2018
While the sudden acquisition of wealth can be exciting, it is important to remain calm and think about how a windfall will influence your financial goals.