05/14/2018
The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.
05/08/2018
According to the company’s latest report, ‘Seizing the Global HNW Expat Opportunity’, 65% of wealth managers target HNW expats.
04/26/2018
Following the acquisition, Vistra will have a global IES team of 1,300 employees and a support network of over 3,300 staff, operating in over 70 offices and 40 jurisdictions.
04/23/2018
Schroders’ wealth management business has operations in the Channel Islands, Gibraltar, Switzerland, Hong Kong and Singapore, as well as Britain, Germany, Italy and Spain.
04/05/2018
As a result net new business is growing strongly, increasing the value of our discretionary funds under management and our revenues, which are contributing significantly to the group’s overall growth,’ he said.