IMCA, the Investment Management Consultants Association, provides credentials and education to the wealth management industry and is growing. Last year, IMCA’s Certified Investment Management Analyst certification became the first financial services
Villiger, whose tasks include developing recommendations for the CEO’s pay with the compensation committee, said the bank won’t assess Ermotti’s performance by profit alone, but will also include targets for boosting capital ratios and c
The two analysts are well known in the technology and interactive entertainment sector, having covered companies including Google Inc., Yahoo Inc. and Amazon Inc. at UBS for roughly three years.
The number of Ameriprise Financial advisors rose slightly to 9,744 as of March 31, from 9,730 as of Dec. 31, 2011, and 9,653 as of March 31, 2011. Assets under management in the Advice & Wealth Management Unit were $334 billion in Q1’12 vs. $315
Qatar’s sovereign wealth fund has made its first big investment in a US public company by acquiring a 5.2 per cent stake in Tiffany, the jewellery retailer known for its diamond rings and blue, ribboned boxes.
In addition to the creation of the private mortgage banking team, the bank continues its investments in its wealth management service model and capabilities, including the opening of additional dedicated wealth management client centers.
Last year, almost 1,800 people followed Superman's lead, renouncing their U.S. citizenship or handing in their Green Cards.
The shareholder vote, mandated by the "say on pay" legislation under the Dodd-Frank Act, was taken at the firm's annual meeting in Dallas.