06/27/2018
Giles Pascoe Goldman Sachs
He previously spent eight years in pan-European equity sales, joined Goldman’s, which has an AuM of $1 trillion, in 2000 and was made a managing director in 2011.
06/27/2018
He previously spent eight years in pan-European equity sales, joined Goldman’s, which has an AuM of $1 trillion, in 2000 and was made a managing director in 2011.
06/27/2018
The latest entrant is from Cresset Capital Management, an investment firm started by former private equity executives in Chicago.
06/26/2018
CIBC Atlantic Trust Private Wealth Management becomes CIBC Private Wealth Management
06/26/2018
Active users of Merrill Lynch’s mobile platform have grown by 20 percent over the last year.
06/26/2018
Advisors can easily RSVP for events and receive calendar invites directly from the system.
06/26/2018
When delivering services and products, high-caliber multi-family offices ensure that everything they do works cohesively.
06/26/2018
Putting wealth into action
06/26/2018
“Know the power of women in leadership. SHE makes a difference.”
06/25/2018
Over the next three years, the group wants to grow its business for U.S. clients to some 2 billion Swiss francs ($2 billion) of managed assets, a spokesman said, declining to quantify the current size.
06/22/2018
Data points financial advisors should keep top-of-mind when thinking about the future and engaging with a growing younger client base.
06/22/2018
A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button
06/22/2018
The new brand reinforces the company's focus on helping clients achieve financial and life goals
06/22/2018
UBS is faltering on the «improved efficiency» part
06/22/2018
Bescher has more than 20 years of experience at his previous firm, where he established his team.
06/21/2018
US Pulls Ahead, Protectionism Remains Biggest Risk
06/21/2018
These plans are in line with EFG’s recent growth trajectory in Chile, where the firm hired a five-person team from Banchile earlier this year.
06/21/2018
Morgan Stanley and BofA said picked as global coordinators
06/20/2018
The greatest opportunities in real estate are often deals that are off-market
06/20/2018
With so much focus on fund fees this year, we asked seven wealth managers how much they think a top performing fund is worth.
06/20/2018
Digitalization and specifically the use of AI is positively impacting portfolio returns, and improving client communication and overall experience, stated the wealth managers surveyed in the report.