CI Financial Reports Total Assets of $320.4 Billion
CI’s Asset Management business delivers $800 million in net sales for its best quarter in over six years
Wealth and Asset Management
15471 articles found
Schroders thanks JVs and associates for rise in assets under management
Assets under management at the end of September stood at £716.9bn, up from £700.4bn at the end of June
J. Safra Sarasin Snaps Up Geneva Property
BNP Paribas began to shrink its Swiss workforce in 2020, after halting its commodity trade financing business in Switzerland to focus more on corporate and institutional banking as well as wealth management.
IWP to launch direct advice arm with latest acquisition
This service will be provided directly to clients as opposed to through IWP's local firms and advisers.
Roche Heir Declares Philanthropy Dead
Philanthropy represents one of the most dynamic parts of finance that banks hope to parlay into business with the wealthy.
Equity returns will become more difficult to achieve: EdR PB CIO
Lars Kalbreier expects the global economy to continue to grow and the reduction of monetary stimulus by central banks to be gradual.
Webinar: a new phase in global growth by Schroders
We expect economic activity to remain strong, even if the pace of growth is slowing. Corporate spending is set to fuel the next stage of the expansion.
Swiss bank UBS closing brokerage business in Mexico -sources
UBS noted it hired Gustavo Galvan-Duque early this year as head of Wealth Management for Mexico and would keep looking for "local talent."
Becoming an 'Accredited Investor' is Finally About More Than Being Rich
The new language extends qualification in a broad sweep to include those who can demonstrate something ultimately much more valuable than the sum of their personal assets.
Deutsche Bank extends its partnership with Frieze
Shared global vision to promote diversity in emerging contemporary art
Hargreaves Lansdown assets grow but less volume hits revenue
The largest growth was seen in HL's Fund assets, growing to GBP67.8 billion from GBP66.6 billion over the quarter.
The changing landscape of independent wealth management
When you are important to an asset management company, rather than just another wealth manager, that’s when you can create the best results.