Latest News for: Manage wealth

Edit

CI Financial Affiliate RGT Wealth Advisors Acquires Odyssey Wealth, Merging Two Successful Dallas RIAs

The Joplin Globe 28 Oct 2021
is an independent company offering global asset management and wealth management advisory services ... CI’s primary asset management businesses are CI Global Asset Management (CI Investments Inc.) and GSFM Pty Ltd., and it operates in Canadian wealth management through CI Assante ...
Edit

Wealth Management Report Says Philanthropy "Can't Be Left Out of Wealth Plans Anymore"

Watauga Democrat 28 Oct 2021
28, 2021 /PRNewswire/ --�Amicus.io was highlighted as a fintech innovator in the recent report, "Expanding Delivery of Philanthropic Advisory Across Wealth Management," by strategic advisor Wally Okby of Aite-Novarica Group, an advisory firm offering research insights for the financial services sector.
Edit

Aubrey Herman receives 2021 five star wealth manager award

The American Israelite 28 Oct 2021
To receive the 2021 Five Star Wealth Manager award, a wealth manager must meet ten objective eligibility and evaluation criteria associated with providing quality services to clients including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.
Edit

3 features to mark pilot wealth management products

China Daily 28 Oct 2021
China's pilot wealth management products aimed at retail investors looking to boost their retirement savings will have three main features-long-term investment, sound investment and financial inclusion, an industry expert said ... "The pilot program of wealth management products ...
Edit

Tifin Raises $47 Million at a $447 Million Valuation and Adds Hamilton Lane to Its ...

Eagle-Tribune 28 Oct 2021
... for wealth management, and digital distribution for investment managers ... "Our growth to date is a sign of the potential the combination of financial expertise, AI and software technology has to address issues individuals face in managing their wealth to achieve financial freedom.
Edit

Switzerland’s Pictet, Bangkok Bank form wealth management alliance

Metro USA 28 Oct 2021
HONG KONG (Reuters) – Pictet Group and Bangkok Bank PCL on Thursday said they have formed a wealth management strategic alliance for the bank’s clients in Thailand.
Edit

Switzerland's Pictet, Bangkok Bank form wealth management alliance

Reuters 28 Oct 2021
Pictet, the Geneva-based wealth and asset management firm, said it would provide investment management services and offer broader international investment capabilities across asset classes for the bank's customers.
Edit

37 Ameriprise Financial Advisors Named to Working Mother Magazine’s Top Wealth Advisor List

The Marshall News Messenger 28 Oct 2021
Ameriprise Financial today announced that 37 financial advisors were named to Working Mother Magazine’s 2021 list of the “Top Wealth Advisor Moms” in the country. The list recognizes successful mothers who work in the wealth management industry and care for children who are 21 years or younger.
Edit

AIB appoints Jim Pettigrew as chairperson

Irish Independent 28 Oct 2021
In addition, Mr Pettigrew has built non-executive experience over the past ten years across retail, wholesale and investment banking, asset and wealth management and the insurance sectors, according to a statement from AIB ... “He brings a wealth of experience to the group including ...
Edit

BNCCORP, INC. Announces Special $6.00 Per Share Cash Dividend

Williston Herald 28 Oct 2021
BNCCORP, INC., headquartered in Bismarck, N.D., is a registered bank holding company dedicated to providing banking and wealth management services to businesses and consumers in its local markets. The Company operates community banking and wealth management businesses in North Dakota and Arizona, from 11 locations.
Edit

Broadridge Announces Go-Live of Global Proxy Sub-Custody Services in Switzerland

The Salamanca Press 28 Oct 2021
Broadridge's extensive user community – global and local custodian banks, brokers, wealth managers and central securities ... We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies.
Edit

Ali Al-Mansour appointed CEO of SABB subsidiary Alawwal Invest

Arab News 28 Oct 2021
He later worked as head of investment management advisory at Jadwa Investment ... As a wholly owned subsidiary of SABB, Alawwal Invest aims to provide its clients with a seamless experience in the areas of wealth management solutions, local or international brokerage platforms, and a comprehensive choice of world-class investment opportunities.
Edit

One can be a fresh buyer in Titan now: Devang Mehta

The Times of India 28 Oct 2021
Three monitoriables -- sentiment, liquidity and earnings -- seem to be getting together and creating good sentiment for Indian markets, says Devang Mehta, Head-Equity Advisory, Centrum Wealth Management ... More than earnings I think the market was expecting management ...
Edit

President of RFG Advisory Shannon Spotswood Speaking at Women|Future Conference and Judging the 2021 Women-Owned ...

The Marshall News Messenger 28 Oct 2021
“I strongly believe that Shannon is a force multiplier for the entire wealth management industry ... RFG Advisory is an innovator in the wealth management industry ... institutional-caliber investment management, marketing, compliance, business consulting and operational support.
Edit

Padraic O’Connor to step down from Euronext board after term ends in May

Irish Independent 28 Oct 2021
Sarasin Funds Management Ireland Limited (SFMIL), the offshore funds arm of wealth manager Sarasin and Partners, was this month fined €385,000 and reprimanded by the Central Bank for “breaches of investment restrictions and inadequate supervision of delegates”.
×