Search For "wealth management"
Credit Suisse buys Klein & Co for USD 175 mn: WSJ
Updated : 3 years, 1 month ago IST
The Swiss bank is cutting thousands of jobs to restructure and win back customers after scandals and financial losses, according to WSJ. It said its wealth management saw around USD 100 billion of customer outflows in the fourth quarter, when concerns about its financial health reached a fre
Read More
Indian wealth still being parked in Singapore
Updated : 3 years, 1 month ago IST
Singapore has seen tremendous growth as a wealth management centre in recent years.
Read More
Why are wealthy Indians, foreigners opening family offices in Singapore
Updated : 3 years, 1 month ago IST
Singapore has seen tremendous growth as a wealth management centre in recent years.
Read More
Swift Money announces the appointment of ex-COO of ANZ Bank to its advisor
Updated : 3 years, 1 month ago IST
Pune (Maharashtra) [India], January 25 (ANI/PNN): Swift Money announced today the appointment of K C Ponnappa, ex-COO of ANZ and a past VP at HSBC to its advisory board.
Read More
Dezerv brings onboard industry veteran Chirag Gandhi as Head of Business t
Updated : 3 years, 1 month ago IST
New Delhi [India], January 18 (ANI/PNN): Dezerv, India's fastest growing investment management platform, announced the joining of Chirag Gandhi, a former Managing Director- SA at Julius Baer to lead its business function. With more than 17 years of expertise in the field of wealth management
Read More
Univest collaborates with Pratik Gandhi to conquer retail investor challen
Updated : 3 years, 2 months ago IST
New Delhi [India], January 10 (ANI/GPRC): Univest, a fintech startup, is a one-stop solution for all investment problems has on-boarded Pratik Gandhi ('Harshad Mehta' fame star). Since launching its app just three months ago, they already have 100,000+ users and one of the best user retentio
Read More
AAFM India recently organized the 10th Annual Wealth Management Convention
Updated : 3 years, 2 months ago IST
Mumbai (Maharashtra) [India], January 9 (ANI/SRV): American Academy of Financial Management India, AAFM® India, a global leader in financial Education which administers the prestigious Chartered Wealth Manager® Designation Program accredited from NISM under the SEBI's Investment Ad
Read More
Silver Consumer Electricals Pvt Ltd closes private placement round; Valued
Updated : 3 years, 2 months ago IST
Mumbai (Maharashtra) [India], January 4 (ANI/PNN): Rajkot Gujarat-based, Silver Consumer Electricals Private Limited ("Silver"/ "the Company") confirmed the closure of the private placement round at a valuation of Rs. 4000 Million. Arpit Khandelwal, Managing Partner of Plutus Wealth Manageme
Read More
GainPerk Plans to Bring All Financial Services Under One Roof
Updated : 3 years, 2 months ago IST
New Delhi [India], December 28 (ANI/PNN): GainPerk, one of the leading wealth management service providers, plans to bring all finance-related services under one roof. GainPerk aims to become a one-stop shop for financial and investment needs where investors can get the best returns on thei
Read More
Amisha Vora acquires Prabhudas Lilladher (PL) Group
Updated : 3 years, 3 months ago IST
Mumbai (Maharashtra) [India], November 16 (ANI/PRNewswire): Prabhudas Lilladher Group, one of India's leading and most trusted financial services organisations, has undergone a transformational change. The company's Co-Owner and Joint Managing Director, Amisha Vora, will now be the Chairpers
Read More
StratCap Advisory and Fintrust announce a merger to form UPWISERY
Updated : 3 years, 4 months ago IST
Hyderabad (Telangana) [India], November 9 (ANI/PRNewswire): StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create 'UPWISERY', a multi-discip
Read More
Mintus announces partnership with Amicorp to expand global reach
Updated : 3 years, 4 months ago IST
London [UK], October 18 (ANI/PRNewswire): Mintus, the fractional art investment platform, today announced its first major partnership in the discretionary fund management and wealth management sector as it seeks to expand its global reach.
Read More