Sentences with phrase «owned wealth management platform»
He said several factors «played into» the decision, among them the «very strong momentum in our existing 100 per cent owned wealth management platform.
http://www.canadianbusiness.com/ Not exact matches
BMOAM ensures it reaches clients through another ETF distribution system as well: automated wealth - management platforms (a.k.a. robo - advisors)-- both SmartFolio (BMO's own robo - advisor, launched in 2016) and other robo - advisors.
The platform includes tools such as virtual data rooms and project management applications so the service provider advisers can design and build and support sovereign wealth institutions that would be owned and controlled by the First Nations.