11/29/2018
Clients of Cheltenham-based Eastgate, will be serviced from Quilter Private Client Advisers’ Birmingham office, while Holdaway Johnson, based in Surrey, will be aligned to the London office.
11/29/2018
Terms of the deal, which is subject to customary regulatory approvals, were not disclosed.
11/29/2018
Currently works with a strong network of local Florida-based intermediaries and industry professionals.
11/29/2018
Hamburger Sparkasse, Oddo BHF, and Berenberg log a decade or more in the top 10 as ranked by Elite Report.
11/29/2018
Insurers, endowments and family offices are among customers
11/29/2018
In Hong Kong, there are about 3,800 wealth practitioners including relationship managers and investment advisers, according to the Private Wealth Management Association.
11/29/2018
Statue that symbolized female empowerment moved to NYSE
11/29/2018
Earnings per share, excluding one-off items, rose to $3.00. Analysts had, on average, forecast earnings per share of $3.04, according to IBES data from Refinitiv.
11/29/2018
A panel of experts at the Hubbis Vietnam Wealth Management Forum 2018 discussed the evolution of the wealth management industry in Vietnam and how the industry’s prime movers can set the tone and standards for its long-term, sustainable growth.
11/28/2018
Under the terms of the agreement, Corsair will acquire the majority of the equity holdings from ZEDRA’s current owners, the Nielsen and Sarikhani families.
11/28/2018
Consider recent deals by two banks.
11/28/2018
Last year, the unit collected almost two billion euros in new money while assets under management reached an all-time high of 28.5 billion euros.
11/28/2018
Among the 10 markets where it was looking to focus its growth efforts were Mexico, Chile, Brazil and Argentina.
11/28/2018
A number of wealth managers and private banks offer the service, though that number is dwindling.
11/28/2018
Foreign and Chinese banks target different skills in Hong Kong
11/28/2018
The last two months of this period saw a number of important changes, building on the work undertaken in recent years.
11/28/2018
Scotiabank's Global Banking and Markets Division acted as exclusive financial advisor to Scotiabank on both transactions.
11/28/2018
Balance sheet remains strong, underpinning the delivery of our growth strategy.
11/28/2018
And Cloud company Deskera secures US$60m funding.
11/28/2018
The first perspective shed light on the retail segment, with a banker explaining that individual investors who traditionally placed money on mostly deposit with the banks have been branching out into investments.