References in periodicals archive
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They include Active Wealth, which has been estimated to have handled more than PS40m worth of BSPS pension transfers involving around 100 fund members, averaging nearly PS400,000 each.
Seventy-two percent of these "Active Wealth Millennials" currently get professional advice, whereas 70% of "Affluent Baby Boomers" do.
Credit Suisse UHNW managing director in Australia, Shane Galligan, said, 'The UHNW segment, which is key to Credit Suisse, is continuing to grow rapidly as the passive and active wealth of Australia expands, and the market continues to mature.'
The European Union has an active wealth redistribution programme in which poorer regions and nations are given economic support to improve their performance.
MyPrivateBanking Research strongly advises the leadership of globally active wealth management firms to open up to social media, to determine the strategic direction, and to build a dedicated group of media-savvy communication professionals that monitor, coordinate and support the day-to-day activities on the various social media platforms in different markets.
As an internationally active wealth and asset manager, we believe it is our duty to offer our clients appropriate solutions that take account of these changes.
The father and son team aim to expand Active in two key areas - Active Direct, a marketing-led business specialising in mortgages, secured loans, life insurance and income protection, and Active Wealth Management, concentrating on higher net worth clients and dealing with investments, retirement planning, wills, trusts and inheritance tax planning.
They include Active Wealth, which has been estimated to have handled more than PS40m worth of BSPS pension transfer involving around 100 fund members, averaging nearly PS400,000 each.
Riley said the acquisition broadens its institutional and retail client base, along with distribution capabilities by adding over 200 financial advisors and USD 10bn in assets under administration and 37,000 active wealth management accounts.
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