Sentences with phrase «of wealth management unit»

Previously, she was the head of Wealth Management unit and before that was an equity analyst since joining the firm in 2001.

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.

Leiming Yuan, General Manager of Ant Financial's wealth management unit, said some 70 percent of Chinese citizens do not buy financial products because «most financial products in the market are designed for high - net investors and portfolio management requires both time and expertise.

With the rise of many wealth management service fees being paid separately, consumers often pay a simple household fee based on total Assets Under Management (AUM) for their famanagement service fees being paid separately, consumers often pay a simple household fee based on total Assets Under Management (AUM) for their faManagement (AUM) for their family unit.

(Many banks have a wealth management unit that offers a wide range of investment services to its customers.

Citizens Investment Services, a unit of Citizens Bank; Wells Fargo Advisors, the investment arm of the banking giant; and UBS Wealth Management Americas have partnered with robo adviser SigFig to pair their in - house human advisers with robo technology that's tailored to each firm's clientele.

Citigroup in connection with the intellectual property and technology aspects of its joint venture with Morgan Stanley that combined Morgan Stanley's Global Wealth Management Group and Citigroup's Smith Barney retail brokerage units in the United States, United Kingdom and Australia into a new entity, Morgan Stanley Smith Barney

Edelweiss Group's wealth management unit had in December said it would acquire the securities business of Religare Enterprises for an undisclosed sum

Nordea's sustainable investing arm is part of the bank's $ 400 billion wealth management unit.

Another example of corporate usage of Ethereum network is by John Hancock Financial which is experimenting with a tailored version of Ethereum to keep track of compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations in its wealth management unit.

Trust Associate III — Wealth Management Group / Probate Unit (11/1997 — 04/2001) • Supported five Trust Officers handling the estate administration of over 45 estates and deceased grantor trust accounts.