Latest News for: New wealth management

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2024 CICC GBA Wealth Management Forum successfully held in Hong Kong

The Manila Times 26 Jul 2024
They engaged in in-depth and comprehensive discussions on new trends, opportunities, and challenges in wealth management within the region ... They expanded the broad perspective of building digital competitiveness in the new era of wealth management.
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Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes' Top Financial Security Professional Recognition for a Fourth ...

ACCESSWIRE 26 Jul 2024
"This award recognizes wealth managers who holistically blend risk management with wealth management, and I very much appreciate being recognized." ... Magnus provides customized wealth management and ...
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AGW-MS Capital: Launching Fixed Income ETF Products to Lead the Investment Trend

Vietnam News 26 Jul 2024
The long-term goal of AGW-MS Capital is to achieve sustained wealth growth for its investors through professional investment management and to establish a new leadership position in the global capital markets.
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Taylor Leads The Swifties Into A New Wealth Management Era

Forbes 25 Jul 2024
Taylor Swift is a great role model for millions of women in a young generation, but she had the good fortune of having a father who is a financial advisor ... .
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How rising life expectancies are reshaping wealth management in Canada

North Shore News 24 Jul 2024
BIV spoke with RBC vice-president of financial planning specialists Howard Kabot, who offered insight on the current climate of the company’s wealth management sector following its recent acquisition of Vancouver-based HSBC Canada.
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Biden’s exit could spur Trump-trade unwind but divided govt is apparent

Gulf-Times 24 Jul 2024
... could increase as the uncertainty over the election continues.“Biden stepping down is a whole new level of political uncertainty,” said Gina Bolvin, President of Bolvin Wealth Management Group.
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SUPPORT FOR TOKENISATION IS BUILDING BUT DISTRIBUTION REMAINS A CONCERN

MENA FN 24 Jul 2024
(MENAFN - Perceptiona) Support for tokenisation of assets and funds is building among institutional investors and wealth managers but concerns about distribution remain, new global research (1) by ... .
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Prop Firm FX Capital Funding the Latest to Add MetaTrader to Its Offering

Finance Magnates 24 Jul 2024
At the end of June, Union Wealth Management (UWM) did so, based on a new-old agreement with Eightcap ... 📢📢 NEW PLATFORM 📢📢GFT adds TradeLocker 🚨• TradingView Charts directly integrated for a seamless ...
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People: Alcedo Care; Club L London; Grant Thornton UK; Capify; Triodos Bank; LGT Wealth Management; Bermans

The Business Desk 23 Jul 2024
LGT Wealth Management has made three new appointments to its Manchester office as part of its strategic regional growth ... Andrew Davies, Partner and Head of Regions at LGT Wealth Management, said ... Ben Snee, CEO of LGT Wealth Management, said.
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Samer Gerges promoted to new Director of Operations for Le Royal Méridien Doha

The Peninsula 23 Jul 2024
Samer brings a wealth of experience in hospitality management to this new role ... career,” said Radek Cais, Multi-Property General Manager of Le Royal Méridien Doha and Agora Doha, Autograph Collection.
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Beeline Elevates Manfred Vogels to Vice President, EMEA Markets

The Manila Times 23 Jul 2024
In his new capacity, ... Having worked on the client, technology, and managed service provider (MSP) sides of the contingent workforce industry, Vogels brings a wealth of expertise to his new position.
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Investors react to Biden pulling out of presidential race

The News International 22 Jul 2024
NEW YORK ... MATTHEW GOTLIN, CHIEF INVESTMENT OFFICER & MANAGING DIRECTOR, WEALTH MANAGEMENT, CHOREO, MARYLAND. ... BRIAN JACOBSEN, CHIEF ECONOMIST, ANNEX WEALTH MANAGEMENT, BROOKFIELD, WI. ... GINA BOLVIN, PRESIDENT OF BOLVIN WEALTH MANAGEMENT GROUP.
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Investors react to President Joe Biden pulling out of the 2024 presidential race

Usatoday 22 Jul 2024
But if it looks like the anticipated ticket is enough to actually beat Trump, that might actually be good for yields."MATTHEW GOTLIN, CHIEF INVESTMENT OFFICER & MANAGING DIRECTOR, WEALTH MANAGEMENT, CHOREO, MARYLAND..
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Biden's exit could prompt unwind of Trump-trade bets, while some eye divided government

Usatoday 22 Jul 2024
"Biden stepping down is a whole new level of political uncertainty," said Gina Bolvin, President of Bolvin Wealth Management Group.
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Wieting: Be careful investing as volatility in various sectors increases

CNBC 22 Jul 2024
Steven Wieting, Chief Investment Strategist and Chief Economist at Citi Global Wealth Management Investments, discusses the new trading week and geopolitical uncertainty ... .

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