Global wealth firm opens Dubai office
In a bid to serve HNW clients with cross-border financial planning needs
Wealth and Asset Management
15540 articles found
Deutsche Bank private banking head foresees more deposit rate increases -report
Following up on a large July rate hike, the ECB last month raised its deposit rate to 0.75% from zero, the highest level since 2011, with moves promised for the next several meetings.
Revealed: John Duffield’s wealth boutique up for sale
Duffield's wealth business, Brompton Asset Management, has hired Fenchurch Advisory to find a buyer.
Credit Suisse Loses Handful of Private Bankers in Hong Kong
They include managing director and China market leader Luke Chiu, director and team leader Nelson Hui alongside two relationship managers, Hong Kong team director Steven Lau and another two senior private bankers last month.
Merrill Advisor Match Transforms the Way People Find a Financial Advisor
New Digital Tool Makes It Easier than Ever to Match People Seeking Financial Advice to Financial Advisors
Wealth management: how private client advisors are adapting to the digital revolution
In some respects, technology is seen as a panacea – the route to a highly connected world and a platform for delivering solutions more efficiently.
Mercer Advisors Buys $1B AUM Goldstein Munger + Associates
Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.
Quilter launches initiative to help advisers focus on family wealth
The company has observed that advisers are looking to build out their offering to offer family wealth management services.
Arbuthnot Banking Group PLC Third Quarter 2022 Trading Update
Accordingly, the Board expects that both reported and underlying profit for the year ending 31 December 2022 will be ahead of market expectations.
Raymond James Nabs $1.1 Billion Merrill Team
And a former Merrill Lynch advisor who managed $4.5 billion,quit to open a registered investment advisory firm in San Francisco.
How Raymond James Wants to Help Advisors Up Their HNW Game
To participate in the program, advisors must “have a certain number of clients who [are] high net worth,” which Raymond James defines as having $2.5 million and above of investable net worth
Lombard Odier and The Enterprise for Society Center (E4S) announce landmark research collaboration to drive the transition towards a circular economy
The Center provides education through its Master Program in Sustainable Management and Technology, supports innovation and entrepreneurship, and produces research papers and policy briefs on topics of societal importance.