Sentences with phrase «wealth management products account»

Not exact matches

At the same time, the bank is also trying to improve the profit margins in its wealth management unit, which now accounts for about 40 percent of the company's revenue, looking at both increasing assets under management and selling clients more products.

«In the past, you'd need to go to the bank to open an account or open an account at a certain fund company,» said He Zhirui, a finance company worker in Beijing who also invests in wealth management products.

Overall investor satisfaction with full service investment firms and financial institutions that offer wealth management and private banking services is measured in seven factors (in order of importance): investment advisor (39 %); investment performance (18 %); account information (17 %); product offerings (14 %); commissions and fees (8 %); website (3 %); and problem resolution (1 %).

PNC Bank provides wealth management, insurance, investment products, and retirement accounts, as well as the essentials like auto loans, mortgages, and credit cards.

With regulated futures, derivatives, and options exchanges around bitcoin and cryptocurrencies, high profile traders will be able to move «money on the sidelines» such as offshore bank accounts and wealth management products (WMPs) to bitcoin, which could potentially add tens of billions of new capital into bitcoin in the upcoming years.

Harris Bank, Naperville • IL 9/2009 — 8/2011 Service Representative Presented bank products to customers and prospects through active solicitation and new accounts referrals, including all DDA products, consumer loan products, and wealth management referrals.