Manage Wealth

CHAT

Wednesday, 18 September 2019

Latest News for: Manage wealth

Edit

CS upgrades global equities, BofAML flags recession

The Times of India 18 Sep 2019

The valuation froth in Indian equities has settled even as the earnings season has been disappointing and the outlook is weak, said Credit Suisse Wealth Management India in a note ... Credit Suisse Wealth believes that concerns over government finances are increasing with nominal GDP growth coming in at a 17-year low in June quarter....

Edit

UBS Saudi Arabia appoints Ghassan Soufi as desk head

Arab News 18 Sep 2019

Ali Janoudi, head of wealth management for Central and Eastern Europe, Middle East and Africa, and UBS Saudi Arabia vice chairman, said ... UBS Head of Wealth Management Saudi Arabia Abdallah Najia added ... .......

Edit

Four appointed to St. Bonaventure University Board of Trustees

Olean Times Herald 18 Sep 2019

Gianniny, president and CEO of Linden Oaks Management Company, is a top Western New York real estate developer ... Previously, Krupa led Global Wealth & Investment Management (GWIM) Banking and served as head of wealth management banking within GWIM....

Edit

Going high on cash helps Axis Mutual Fund schemes to outperform peers

The Times of India 18 Sep 2019

Equity fund managers in India are many a time criticised for holding higher cash levels; but the strategy has worked for Axis Mutual Fund in the recent past ... Considering valuations and growth, the risk reward need to be judged more objectively,” said Shreyash Devalkar, senior fund manager at Axis Mutual Fund....

Edit

Column: Committed to a new year

The Salem News 18 Sep 2019

The start of the school year never gets old. That smell of fall in the air is synonymous with anticipation, possibility and opportunity ... Some of that possibility is visible in the Bertolon School of Business, with our newly installed Cabot Wealth Management Lab ... Early reports indicate that our newly-unveiled 24/7 dining services are popular ... John D ... ....

Edit

Noble Profit Helps Solve Climate Crisis With Data And Technology; Invites Businesses To Model Sustainability ...

The Record 18 Sep 2019

"We're at a tipping point where, according to UBS, $1 out of $4 under wealth management are being divested into ESGs," says Amy Seidman, Noble Profit founder and creator of BFLO ... In addition to mitigating risk by streamlining the audit process, BFLO helps make it easier to manage ......

Edit

UBS Financial Advisor Sean Dillon Named to Forbes List of Top Wealth Advisors

The Marshall News Messenger 17 Sep 2019

UBS announced yesterday that Sean Dillon, Managing Director – Wealth Management at The Dillon Group in Boston has been named to Forbes/SHOOK list of Top 250 Wealth Advisors, listed on Forbes.com ... Sean Dillon, Managing Director - Wealth Management at The Dillon Group (Photo....

Edit

Veris Wealth Partners Appoints Stephanie Cohn Rupp As Chief Operating Officer

The Marshall News Messenger 17 Sep 2019

Veris Wealth Partners, one of the nation’s leading impact wealth management firms, said today that Stephanie Cohn Rupp, an executive leader with more than 20 years of global impact investing experience, has been named Chief Operating Officer ... Veris Wealth Partners, LLC is one of the nation’s leading impact wealth management firms....

Edit

Bluespring Wealth Partners Leads Acquisition of Financial Interest in Beacon Financial Group

The Marshall News Messenger 17 Sep 2019

Beacon Financial Group is the latest RIA to join Bluespring Wealth Partners, LLC (Bluespring Wealth Partners), a business focused exclusively on acquiring experienced registered investment advisor and wealth management firms ... fee-based wealth management, and insurance services....

Edit

Steve Gutermuth Joins Argent Trust Company

The Voice-Tribune 17 Sep 2019

(AFG), a leading independent fiduciary wealth management firm. Responsible for more than $20 billion in client assets, AFG provides individuals, families, institutions and businesses with a broad range of wealth management services including trust administration and related ......

Edit

Chicago-area bank enters Tampa market with new wealth management office

Business Journal 17 Sep 2019

The bank, which has 53 branches primarily in the Chicago and Miami markets, will open a new wealth management office in Tampa. The Wealth Management Group at First American Bank has over $2.5 billion in assets under management, according to a statement....

Edit

Reparations are essential to eliminating the substantial wealth gap between black and white Americans

San Francisco Chronicle 17 Sep 2019

Centuries later, black Americans have managed to accumulate some wealth, but it still pales in comparison to that of whites. This racial wealth gap is a result not only of the horrors of slavery but also policies – such as Jim Crow laws, redlining and modern-day mass incarceration – that followed ... Why wealth matters....

Edit

Deals Buzz: Arundhati Bhattacharya working on an insurance play in life post SBI

Live Mint 17 Sep 2019

Anil Ambani’s Reliance Group has put its wealth management unit up for sale as it looks to raise funds to repay debt, The Economic Times reported citing two people familiar with the matter ... If the deal goes through, it will be the third major buyout in the Indian wealth management ......