12/09/2018
Last month, another source told Reuters on condition of anonymity that Santander was talking to Julius Baer about taking over some of the Swiss bank’s clients in Venezuela.
12/07/2018
Sanctuary is delighted to expand our exclusive Advisor network in Ohio with the addition of 3 Seeds Wealth.
12/07/2018
The firm is also the first in the industry to sponsor SIFMA's Senior Investor Protection Toolkit, aligning with its efforts to advocate for vulnerable and aging clients
12/07/2018
The winners are selected through a mix of public voting and judging by a panel of industry experts.
12/07/2018
APRA’s move to impose additional licence conditions on IOOF may have implications for the ANZ Bank’s sale of its wealth business.
12/07/2018
UBS has a new big investor. The shareholder is well-known and recently dropped its investment in Credit Suisse.
12/07/2018
Clients were given three months to consider the offer or transfer their assets elsewhere.
12/06/2018
Denali envisions sustaining a compound annual growth rate of at least 30 per cent in the next five years
12/06/2018
Barclays, which has around 300 employees across private and investment banking in Switzerland, plans to add six to 10 relationship managers, the money-earners who attract and serve customers in wealth management, in the year ahead.
12/06/2018
How the fastest growing and most successful firms are leveraging technology to drive bottom line results
12/06/2018
Because Equita was created by women business owners whose individual financial planning firms are also on the platform, I was confident that outstanding resources were chosen.
12/06/2018
Robert Donald spent four years at George Soros’s hedge fund-turned-family-office
12/06/2018
Franco Citterio, head of the banking association in the Italian-speaking southern Swiss canton of Ticino, has also noticed the trend.
12/06/2018
Linda C. Mack, and Chicago-based Mack International were recently shortlisted in three categories by the Family Wealth Report annual awards—2019. Categories include Family Wealth Counselling
12/06/2018
The rapid growth in the number of loan providers, from private banks to specialist lenders, could transform the art market’s relationship with the financial markets
12/06/2018
Video series aims to debunk myths about the investment advisor role
12/06/2018
Wealth manager is seeking further hires for its new Aberdeen office
12/05/2018
Raymond James also provides guides for advisors to work with clients on risk management issues associated with aging, including long-term care, Medicare, and elder financial fraud protection.
12/05/2018
Puneet had held various senior roles at Citi’s Global Consumer Banking business in India, including Business Development for Citigold and Citibusiness, and Head of Consumer India Strategy.
12/05/2018
The entities can leverage parents’ wider network of clients