Manage Wealth

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HNIs and ultra HNIs are shifting to financial assets. Should you?

Live Mint 19 Dec 2018

While one report, , by Edelweiss Wealth Management and Campden Research, focused on ultra-rich, family business owners, the other one, IIFL Wealth Index 2018, by IIFL Wealth Management in partnership with Wealth X, focused on the growth of HNIs and UHNIs in India along with their investment patterns....

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How to choose a financial adviser

Tyler Morning Telegraph 19 Dec 2018

Financial advisers work with families to get a grasp on their finances and manage them across all phases of earning and into retirement ... CREATE AND GROW WEALTH ... Investment advisory services offered only by duly registered individuals through AE Wealth Management LLC (AEWM)....

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Survey reveals inadequate savings for retirement in HK

Hong Kong Standard 19 Dec 2018

... Asset Management shows ... Bruno Lee, regional head of retail wealth distribution, wealth and asset management at Manulife said, the retirement gap in Hong Kong is the second highest among the surveyed Asian markets, mainly due to high costs of living and higher property prices....

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France gets a bitter taste of social development costs

Gulf News 19 Dec 2018

Such violent demonstrations could lead to transformations in the structure of these societies and in their mode of wealth distribution ... It is plausible that these incidents were caused by tech-driven disruptions and their impact on unemployment rates and in the concentration of wealth, which reflects poorly on a country’s financial management....

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Enterprise Blockchain Gets a Boost as Investors Funnel $120 Million in the Vostok Project

Market Watch 19 Dec 2018

Dolfin is an independent and agile wealth management platform that offers custody, brokerage and asset management to private clients, financial advisers and institutional investors ... Founded as a London-based wealth boutique in 2013, the company now offers diversified financial solutions, an international presence, and a bespoke technology....

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I&G and Pintec sign major deal

China Daily 19 Dec 2018

... sides will carry out major research and cooperation in developing consumption scenarios and improving risk management ... Based on big data and artificial intelligence technologies, it has developed end-to-end fintech solutions in digital lending and intelligent wealth management....

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EM bonds look strong amid weakening global growth: UBS

CNBC 19 Dec 2018

Hartmut Issel, head of APAC equities and credit at UBS Wealth Management, says investors can look to emerging markets for opportunities as global growth shows signs of weakening ... ....

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Amundi Pioneer Declares Monthly Distributions for Pioneer Closed-End Funds

Odessa American 19 Dec 2018

Amundi Pioneer Asset Management, Inc ... Boston is one of Amundi’s six main global investment hubs and offers a broad range of fixed-income, equity, and multi-asset investment solutions in close partnership with wealth management firms, distribution platforms, and institutional investors across the Americas, Europe, and Asia-Pacific....

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This matchmaking site will hook you up…with a financial planner

Market Watch 19 Dec 2018

Others work with fee-only planners at wealth management firms and registered investment advisers ... “You need to make sure that you are comfortable with the professional,” says Ross Levin, founder of Accredited Investors Wealth Management in Edina, Minn....

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South State Corporation to Announce Fourth Quarter 2018 Financial Results and Host Conference Call January ...

SCNOW Morning News 19 Dec 2018

At 10 a.m. Eastern Time on January 29, 2019, a conference call will be held where management will review earnings and discuss performance trends ... Conference Call Information ... South State Bank, the company’s primary subsidiary, provides consumer, commercial, mortgage and wealth management solutions throughout the Carolinas, Georgia and Virginia....

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Blockchain Based Banking May Be Launched In Malta

A Bit of News 19 Dec 2018

Malta is set to implement their first Blockchain based banking system with the assistance of OK Blockchain Capital, the subsidiary of investment behemoth OK Capital Group ... RnF Finance Limited is a Maltese blockchain based fintech company ... Mr ... . “Offer banking services to corporates; Lending; Private Banking and Wealth Management ... ....

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Morning Brief: Federal Reserve expected to raise rates

Yahoo Daily News 19 Dec 2018

More. Bipartisan bid to avoid U.S. shutdown takes shape. With part of the U.S ... 8. [Bloomberg]. Glaxo plans breakup after Pfizer deal ... (PFE) that the pharma giants plan to list on the stock market ... [Bloomberg] ... and China are running extremely high ... former exec ... But there's still an area of the bank that deserves more scrutiny — its wealth management business ... ....

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How Dynasties Secure Their Fortunes in the Trump Era

Yahoo Daily News 19 Dec 2018

“And the more wealth you have, the more complicated it is.” Fiduciary Trust, which manages more than $77 billion, agreed to let Bloomberg Businessweek inside its New York headquarters for a rare peak at the process ... “There’s a lot of angst about, Will I have enough?” says Jim Le Rose, an avuncular senior relationship manager at Fiduciary....