Manage Wealth

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Ajman Bank launches its first dedicated wealth management branch in Dubai

Gulf News 11 May 2021

Ajman Bank has announced the opening of its first dedicated Wealth Management branch in Jumeirah Dubai that is designed to exclusively serve its Ajman Wealth customers ... The inauguration of our Wealth Management branch reflects our commitment to ensuring we deliver customised investment solutions and privileges to our affluent customers.

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Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones In On Specialties ...

Killeen Daily Herald 11 May 2021

AUSTIN, Texas, May 11, 2021 /PRNewswire/ -- Stone Wealth Management, an independently-owned and operated financial planning and SEC Registered Investment Advisory firm, today announced they are now situated in their new office space at 4210 Spicewood Springs Rd, Bld ... Stone Wealth Management ... ABOUT STONE WEALTH MANAGEMENT.

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Initial quota set for wealth link

Shenzhen Daily 11 May 2021

REGULATORS set an initial quota of 150 billion yuan (US$23.2 billion) for transactions under the wealth management connect program that links southern Guangdong Province with offshore centers Hong Kong and Macao, according to draft rules published last week ... The wealth management connect program facilitates investment in the area.

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Summitas Awarded Family Wealth Report's 2021 "Best Innovative Client Solution"

The Oneida Daily Dispatch 11 May 2021

FWR hosts the prestigious award ceremony to recognize the year's best service providers and advisors in the wealth industry ... Expertise brought to the creation of Summitas included wealth management, family office stewardship and management, online financial services, information technology, distributed computing, and cybersecurity.

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Kestra Holdings Welcomes Kyle Weckman as New Head of Cybersecurity and Technology Risk

The Maryville Daily Times 11 May 2021

Kestra Holdings, an industry-leading wealth management platform provider, today announced the appointment of Kyle Weckman as Head of Cybersecurity and Technology Risk ... Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide.

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Brokerage Firm, L.M. Kohn Chooses QUODD's Market Data Workstation

The Trentonian 11 May 2021

The partnership combines QUODD's industry leading market data workstation, Equity+, with LM Kohn's 3 decades of experience in Wealth Management ... technology for cost savings and operational efficiencies in the Wealth Management space," says Bob Ward, CEO of QUODD and Financeware.

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Concept Investwell Private Limited - A company that helps Investors in Investing 'WELL'

Yahoo Daily News 11 May 2021

As an individual or an institution investing money, one should seek the help of a wealth management company, which takes control of those investments and makes money for everyone involved ... For them, Company has introduced Fund Management under the brand 'CONCEPT WEALTH PLUS'.

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Factbox: Bitcoin’s march towards the mainstream

Metro USA 11 May 2021

digital wealth manager Wealthfront says it will start allowing clients to invest in cryptocurrencies later this year, a shift for the California startup whose investment strategy has traditionally been more conservative ... bank to offer its wealth management clients access to bitcoin funds, CNBC reported.

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Homrich Berg Announces Jamie Hennessy to Take Over as CFO

Daily Freeman 11 May 2021

Prior to his recent entrepreneurial venture, Hennessy served as CFO of Wentworth Management Services, handling finance, accounting and external reporting, and acted as controller for SunTrust’s Private Wealth Management line of business where he worked with current HB President Thomas Carroll.

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Etrading Software Brings Victoria Mcllroy on Board as Part of Expansion

Finance Magnates 11 May 2021

Additionally, she also gained much from her other posts in front-office sales and Marketing, giving her the expertise to reach this position.A Wealth of Experience. Commenting on the announcement, Grant Wilson, Managing Partner of Etrading Software, said. “With her wealth of ...

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A-share market listed lenders post mixed first-quarter earnings

China Daily 11 May 2021

Wang urged investors to increase allocation of assets to quality joint stock commercial lenders that have strong certainties in performance, especially those whose features lie in wealth management, asset-light business and financial technologies.

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75 percent mining sites in Afghanistan under Taliban, strongmen's control: Report

Yahoo Daily News 11 May 2021

Afghanistan is a mineral rich nation whose mineral wealth is estimated to exceed one trillion dollars ... The poor management of the country's wealth, coupled with poverty, have enabled armed groups and local strongmen to illegally extract resources and sell them on the black market to neighbouring countries and beyond.

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Freetrade thinks these income-focused ETFs and investment trusts are worth a second look

The Motley Fool 11 May 2021

This investing style often suits those who’ve already managed to build some wealth, because investing this way means less emphasis on growth ... What’s interesting is that if investors choose to reinvest these income payments, it can really help to generate long-term wealth using compound interest.

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Switzerland’s Largest Bank UBS Mulls Over Cryptocurrency Services

Bitcoin 11 May 2021

... the clients’ total wealth because of the volatility, one of the people told the news outlet ... Meanwhile, Paul Donovan, Chief Economist of UBS Global Wealth Management, recently said that “bitcoin is denied to those minority groups who have reduced online access.”.

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Bitget Launches Platform Token BFT Activities to Share 2.2 Million BFT

Coinspeaker 11 May 2021

Users holding BFT can not only support spot transactions and contract transactions, but also participate in quanto swap contract transactions, lock-in wealth management, invitation benefits, and one-click exchange of some currencies.