Manage Wealth

Latest News for: Manage wealth

Edit

Waybill Acquires Small Tube Products from Quilvest Private Equity

Citizen Tribune 17 Nov 2018

I am very excited to partner with the STP management team, who have proven their industry leadership dating back to STP’s start in 1947 .” ... Quilvest Private Equity is the private equity arm of the Quilvest Group, a leading global independent wealth manager and private equity investor founded a century ago by a family of entrepreneurs....

Edit

Bank of China Leads ‘Big Four’ With Wealth Management Unit Plan

Caixin Online 16 Nov 2018

*Bank of China has set up an independent subsidiary to manage investments made with funds raised from selling wealth management products, becoming the fifteenth lender to do so and the first of the big four state-owned commercial banks ... The new company, Bank of China Wealth Management Co....

Edit

d1g1t Secures Series A Round to Fund the Growth of its Enterprise Wealth Management Platform

The Record 16 Nov 2018

CAD $9M investment to support build-out of enterprise portfolio management, analytics and client servicing tools for the global wealth management industry ... The d1g1tenterprise wealth management platform is going live with four clients, responsible for managing approximately CAD $13 billion of assets under management (AUM) for over 5,000 households....

Edit

Ann Senne

Finance & Commerce 16 Nov 2018

Head of advice and solutions group, RBC Wealth Management-U.S ... Many years ago, RBC made the decision to centralize its resources within the wealth management division, separating them into four different “geographies.” I had the opportunity to move into the global group, to support product areas in all geographies....

Edit

Angela Alvig

Finance & Commerce 16 Nov 2018

Founder, president and family CFO, Simplify Wealth ... Angela Alvig, a CPA, launched Simplify Wealth to do just that — simplify financial complexities for clients. Alvig, working with a five-person team at her Minneapolis-based firm, offers wealth coordination services that traditionally aren’t available from wealth management firms and other advisers....

Edit

Quality of debate on economic issues has suffered, says Arun Jaitley at Moneycontrol Wealth Creator Awards

Yahoo Daily News 16 Nov 2018

He also said wealth creation is a "challenge" in these times as also in the future ... The Wealth Creator Awards recognised the top wealth creators from across India's financial-services industry -- banks, broking firms, asset management and insurance companies besides individuals and fund schemes. Winners of Wealth Creator Awards....

Edit

Motilal Oswal Fin Services: A capital market player with fortune now tied to housing finance biz

Moneycontrol 16 Nov 2018

While we are encouraged by the growing contribution of fee-based businesses (asset and wealth management), the same is also linked to the state of capital markets to a large extent ... Wealth Management impacted by high cost incurred for expansion. Despite wealth management AUM ......

Edit

Signature Family Wealth Advisors Joins Brown Advisory

Dothan Eagle 16 Nov 2018

Founded to provide a coordinated approach to wealth management, Signature is focused on providing customized solutions for clients' financial lives ... About Signature Family Wealth Advisors ... Andrea Ayres Signature Family Wealth Advisors (434) 244-5814 Andrea.ayres@signaturefamilywealth.com....

Edit

Credit Suisse AG Announces the Reverse Split of its DGAZ ETNs

The Record 16 Nov 2018

its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature ......

Edit

Weiss, Hale & Zahansky Strategic Wealth Advisors names new position

The Bulletin 16 Nov 2018

Shandy Chen recently was appointed to the new position of manager of portfolio analytics and operations.Chen joined Weiss, Hale & Zahansky Strategic Wealth Advisors team in June 2017 as the lead of client operations and will continue to manage the operations team, but in a more strategic role....

Edit

Australia's bank chiefs to face the music as misconduct inquiry wraps up

This is Money 16 Nov 2018

SYDNEY, Nov 16 (Reuters) - The CEOs of Australia's top banks and wealth manager will testify at a public inquiry into financial-sector misconduct in two weeks of hearings starting on Monday, in the final stages of a year-long process that looks set to transform the industry....

Edit

Working with a local investment advisor offers unique benefits

Business Journal 16 Nov 2018

Selecting an investment manager can be difficult and is one of the most important financial decisions an individual makes with respect to their wealth ... Recent reports forecast that by 2020, robo-advisors will manage 10 percent, or $8 trillion, of all global… ... ....

Edit

Kim Brown (Hall of Fame)

Finance & Commerce 16 Nov 2018

Title/Company. President, JNBA Financial Advisors. Education ... Family ... For nearly a decade, Kim Brown’s focus has been on the next generation of advisers and leadership at JNBA and within the wealth management industry ... What are your job responsibilities today? ... We have worked hard to create a team approach [to advising and wealth management] ... He said ... ....