Sentences with phrase «based wealth management solutions»

Not exact matches

• Black to the future: BlackRock yesterday announced an agreement to acquire FutureAdvisor, a San Francisco - based provider of digital wealth management solutions that had raised around $ 24 million in VC funding from Canvas Venture Fund, Devonshire Investors and Sequoia Capital.

Ludovic Bonnamour is managing director and partner of TCA Asset Management, a Swiss - based advisory boutique specialising in wealth management, corporate finance, fund services and family office Management, a Swiss - based advisory boutique specialising in wealth management, corporate finance, fund services and family office management, corporate finance, fund services and family office solutions.

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

The Global Wealth & Investment Management segment provides wealth management solutions to a broad base of clients from emerging affluent to the ultra-weWealth & Investment Management segment provides wealth management solutions to a broad base of clients from emerging affluent to the ultrManagement segment provides wealth management solutions to a broad base of clients from emerging affluent to the ultra-wewealth management solutions to a broad base of clients from emerging affluent to the ultrmanagement solutions to a broad base of clients from emerging affluent to the ultra-wealthy.

The Wealth Management Americas segment provides advice - based solutions and banking services to ultra high net worth and high net worth individuals and families such as United States businesses, Canadian businesses, and international businesses booked in the U.S..

The Wealth Management segment provides relationship - based advisory services and a suite of investment solutions to meet the needs of institutional, retail and high net worth clients.

«Combined with our life insurance options, Sun Life is uniquely positioned to provide broad - based wealth management and protection solutions for Canadians.»