Latest News for: New wealth management


UAE institutional investors plan to increase exposure to cryptocurrencies, survey reveals

The National 24 Jul 2021
Institutional investors and wealth managers in the UAE plan to increase their exposure to cryptocurrency assets between now and 2023, according to a new survey ... The bank told its financial advisers in a memo earlier this week to take buy and sell orders from its wealth management clients for five cryptocurrency products, Business Insider reported.

Zomato delivers a full spread on listing day

The Times of India 24 Jul 2021
Zomato managed to attract this money," said Kunj Bansal, CIO, Karvy Capital ... "This is a major step in India's ability to provide new economy exposure in its stock market, at the same time as China is clamping down on the same," said Mark Matthews, head of research, Asia, at Swiss wealth manager Bank Julius Baer.

New stable of unicorns riding high in India

Asiatimes 24 Jul 2021
Jain, who has extensive experience in the Indian stock market, said that during the pandemic strong brand and product awareness, as well as increased awareness of stock trading and wealth management, resulted in a new “consumer class” of young investors.

Here are the power players taking the lead on alternative investments at the biggest wealth ...

Business Insider 23 Jul 2021
Wealth and asset management firms are trying to meet clients' demand with new products and hires ... wealth-management firms, financial advisors, and their clients ... Longtime Apollo executive Stephanie Drescher was recently tapped to lead the firm's new global wealth management group.

Isabella Bank Corporation Announces Strong Second Quarter 2021 Earnings

Iosco County News Herald 23 Jul 2021
Assets under management include loans sold and serviced of $290 million and investment and trust assets managed by Isabella Wealth of $493 million, in addition to assets on our consolidated balance sheet ... Market improvement and growth in new client assets managed by Isabella Wealth, as well as growth in deposits, account for this increase.

SECU's new wealth management division hopes to double assets by end of 2021

Business Journal 22 Jul 2021
Jim Mellendick, vice president leading the new division, said he hopes to achieve $25 million in assets under management by the end of the year ... .

Avantax President Todd Mackay to Open FSI OneVoice Conference in Orlando with Other Avantax ...

Tyler Morning Telegraph 22 Jul 2021
Todd Mackay, President of Avantax Wealth Management℠, is the OneVoice task force vice chair, and will make the opening remarks at the event ... There have been a lot of changes in our industry over the last several years, and this conference will provide an informative roadmap as all of us in wealth management move forward together,” Mackay said.

Ledyard National Bank Welcomes Michael Hakoun

Daily Freeman 22 Jul 2021
Ledyard National Bank is pleased to announce that Michael Hakoun has joined the bank as the new Executive Vice President and Managing Director of Ledyard Financial Advisors. He follows Dennis Mitchell, who will be retiring in September after leading Ledyard’s Wealth Management division for the last thirteen years.

45% of the Ultra-Rich Are Interested in Crypto, Goldman Sachs Reports

CryptoPotato 22 Jul 2021
Generally, each office manages the wealth of a family ... Crypto is The New Internet. According to Meena Flynn, Partner & Global Co-Head of Private Wealth Management at Goldman Sachs, the ultra-wealthy are interested in investing in cryptocurrencies, not just because of hype but also because of the potential impact of this technology future.

Apex Clearing’s Data Reveals New Stock Rankings Among Gen Z Retail Investors in the Second ...

The Marshall News Messenger 22 Jul 2021
Their evolving interests and participation in the markets will reshape a new wealth management industry – one that looks quite different from the traditional model.” ... Apex Clearing Corporation is the fintech for fintechs powering innovation and the future of digital wealth management.

JPMorgan Becomes The First Big Bank To Give Retail Clients Access To Bitcoin

Bitcoin Magazine 22 Jul 2021
Moreover, it will also include affluent mass clients with assets managed by JPMorgan advisors and the bank's ultrarich clients ... Similarly, JPMorgan's director of asset and wealth management, Mary Callahan Erdoes, said in a recent interview that the bank's clients saw Bitcoin as a new asset class.

Farmers & Merchants Bancorp Inc. reports second-quarter results

The Crescent News 22 Jul 2021
Simon to the board of directors; and opened a new full-service office in Fort Wayne ... Eller continued, “Acquisition growth is an important component of our strategic growth plan and over the past 12 months we have announced two bank acquisitions and acquired an Indiana based wealth management company.

JPMorgan Says a Lot of Clients See Cryptocurrency as Asset Class and Want to Invest

Bitcoin 21 Jul 2021
JPMorgan says a lot of its asset and wealth management clients think cryptocurrency is an asset class and they want to invest in it ... Morgan Asset & Wealth Management ... Morgan Asset & Wealth Management’s CEO, talked about her firm’s approach to cryptocurrencies in an interview with Bloomberg Wealth, published Tuesday.

F.L.Putnam Investment Management Company Names Ryan McQuilkin Managing Director, Fixed Income

Daily Times Chronicle 21 Jul 2021
He is a talented fixed income leader and will play a key role in helping us manage this asset class for our clients." ... McQuilkin most recently served as Managing Director and Head of Fixed Income at Boston Private Wealth ... For over 35 years, we have delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth.

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