01/18/2018
Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth
01/18/2018
“It is an entirely new operation today,” the spokesperson said.
01/18/2018
The associations explained that implementing differentiated regulation and market access in particular would boost the competitiveness and vitality of Swiss private banks.
01/18/2018
The bank said wealth management should achieve a pre-tax margin of 26-28 percent this year, even as it continues to invest in the business.
01/17/2018
Putting the sector into perspective, Rainmaker noted that there are about 255,000 HNWIs in Australia, representing $1.2 trillion in aggregate investment capital.
01/17/2018
The companies are Independent Advisors (Scotland) and Fergus Muirhead based in Glasgow; City of London's Booth Wealth Management and Rossmore Financial Services in Warwickshire
01/17/2018
Named Best Bank for Entrepreneurs in Professional Wealth Management/The Banker Global Private Banking Awards
01/17/2018
The firm’s investment management division, which houses Goldman Sachs Asset Management and Private Wealth Management, saw assets under supervision, increase by $115 billion, or 8%
01/16/2018
This is a vast difference from how the previous generation used to approach this matter, says Carolyn Leng, head of CIMB Private Banking.
01/16/2018
The division’s client assets at the end of 31 December 2017 totalled $1.9 trillion, a jump of 11% compared to the end of December 2016.
01/16/2018
2017 was a record year on many measures for JPMorgan Chase as we added clients and customers and delivered record EPS
01/16/2018
Over the past year, the company has also reported that its average client account size has increased from around £200,000 to over £300,000.
01/16/2018
Advisors can now use Emotomy for a seamless online client onboarding experience which includes electronic signatures of the advisor's agreements and disclosures as well as account opening at Interactive Brokers.
01/16/2018
This ranges from expertise in asset management to private equity and real estate investments.
01/15/2018
LGT Vestra's private ownership structure enables a long-term approach to managing the business and client portfolios thus avoiding short term market pressures.
01/15/2018
It might seem that high-net-worth investors are unlikely to turn from the trusted wealth managers of Mayfair and the City.
01/15/2018
Succession Group has bought four more financial advice firms from across the UK.
01/15/2018
Hiring individual mid-to-junior-level bankers brings up headcount numbers, but not all of them will be successful and some will even end up being retrenched
01/15/2018
Offshore firm bolsters Luxembourg and Mauritius offering
Ocorian Completes Acquisition of MAS International to Extend its Fund and Corporate Services in Luxembourg & Mauritius
01/15/2018
The firm has since been on a rapid expansion path with more plans projected.