Manage Wealth

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The 'lost generation' - Young adults struggle to make ends meet

TVNZ 24 Apr 2019

Fund manager Kiwi Wealth took a look at who investment is benefitting and how, and has identified a 'lost generation' when it comes to wealth, with young renters most disadvantaged ... Kiwi Wealth general manager Joe Bishop said the situation was concerning, considering it followed a ......

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Credit Suisse beats forecasts thanks to revamp

Market Watch 24 Apr 2019

--The bank's global markets and its international wealth-management divisions also beat expectations ... The overhaul streamlined the investment-banking division and boosted its wealth-management business ... The bank's global markets and its international wealth-management divisions delivered results above expectations....

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BlockFi Already Manages Over $53 Million: Creating Wealth out of Crypto

CoinStaker 24 Apr 2019

Wealthy individuals can in most cases, find qualified professionals to help them manage and grow their wealth ... This means that growing and managing wealth in this environment is extremely risky. BlockFi is one crypto wealth management and lending firm which currently manages over $53 million client crypto assets....

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Winston-Salem native promoted to CEO of Texas bank

Winston-Salem Journal 24 Apr 2019

Farmer joined Comerica’s wealth management division after being about as homegrown as a Winston-Salem banking employee and executive could be ... He spent three years as an executive vice president and director of the wealth management division ... wealth management divisions in 2011....

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Bridging the Wealth Gap Could Be This Simple

Truth Dig 24 Apr 2019

The gap between America’s ultra-wealthy and the rest of us is growing dramatically as wealth continues to concentrate at the top at the expense of the rest of us. One major symptom of this economic rift is the racial wealth divide, which is greater today than it was nearly four decades ago ... For instance, the racial wealth gap continues to grow ....

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This acclaimed wealth manager doesn't see an imminent recession, but is making one surprising investment choice just in case

Business Insider 24 Apr 2019

Fear of another crippling recession has stalked this bull market for almost its entire 10-year run, but one of the top wealth advisers in the country says there's not that much cause for concern. Brian Pfeifler, managing director and wealth advisor for Morgan Stanley Private Wealth Management, manages $11.9 billion for the very wealthy....

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Credit Suisse's Revival Gathers Pace as Restructuring Bears Fruit

Wall Street Journal 24 Apr 2019

The overhaul streamlined the investment-banking division and boosted its wealth-management business.......

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In Challenging quarter, Credit Suisse posts US$735m profit

Hong Kong Standard 24 Apr 2019

he sad the bank's wealth management franchise has proven resilient during a difficult quarter. "We ended the first quarter with broadly flat total wealth management profits year on year and record assets under management of  786.1 billion Swiss francs, including ......

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ROSE program features presentation on travel topics

The Ada News 24 Apr 2019

Doris Row, founder and owner of Sulphur-based Travel Time, was the featured speaker at the April meeting of the Sisters Hand-in-Hand ROSE program, sponsored by Gaddis & Gaddis Wealth Management ... Wall and Roger Gaddis, owner/manager of Gaddis & Gaddis Wealth Management (and a SHIH advisory board member), created the ROSE program in 2018 ... ....

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3 in 4 older parents make this financially disastrous mistake

Market Watch 24 Apr 2019

“It is certainly a mistake, and it is all too common,” says Kimberly Foss, the president and founder of Empyrion Wealth Management and author of “Wealthy by Design.” “I tell my clients who are approaching or in retirement that their first responsibility is to themselves.”....

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Comerica names first new CEO in 17 years

Crains Detroit Business 24 Apr 2019

Comerica Inc ... will move to the role of executive chairman ... (NYSE ... Farmer joined Comerica in 2008 as executive vice president of wealth management after 23 years at Wachovia Bank (now Wells Fargo). He was named vice chairman of Comerica's retail bank and wealth management divisions in 2011, and president of Comerica Inc ... ....

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We expect the global economy to have a pick up, says UBS's Alli McCartney

CNBC 24 Apr 2019

Alli McCartney, managing director at UBS Private Wealth Management, and Sarat Sethi, portfolio manager and equity analyst at Douglas C. Lane & Associates, and guest host Joe Terranova, senior managing director at Virtus Investment Partners, join 'Squawk Box' to discuss ......

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Comerica names Farmer as CEO, Babb named executive chairman

Fort Worth Business Press 24 Apr 2019

Farmer joined Comerica as executive vice president of Wealth Management in 2008, from Wachovia Bank, where he spent 23 years. He was named Vice Chairman of Comerica's Retail Bank and Wealth Management divisions in 2011, and was named President of Comerica Incorporated and Comerica ......