X-Nico

unusual facts about wealth management



Wartenberg Trust

WartenbergTrust is a global multi-family office, wealth management and investment advisory firm established in 1921 to manage financial and other assets of the Wartenberg family in German-speaking Europe and from 1931 also in France, Spain, Portugal, Belgium, the US and Italy.


see also

Commodity market

George Gero, precious metals commodities expert at the Royal Bank of Canada (RBC) Wealth Management section reported that he had not seen selling of gold bullion as panicked as this in his forty years in commodity markets.

Elliott wave principle

Finance professor Roy Batchelor and researcher Richard Ramyar, a former Director of the United Kingdom Society of Technical Analysts and formerly Global Head of Research at Lipper and Thomson Reuters Wealth Management, studied whether Fibonacci ratios appear non-randomly in the stock market, as Elliott's model predicts.

Finacle

Finacle is a core banking software package developed by Infosys, designed to address retail banking, wealth management, CRM, Islamic banking and treasury requirements of retail, corporate and universal banks.

Fredric Tomczyk

Before that he served as vice chair of corporate operations for TD Bank Group, executive vice president of retail distribution for TD Canada Trust, and president and chief executive officer of wealth management for TD Bank.

Kalen Thornton

Following his professional football career, Thornton spent time in private wealth management for Morgan Stanley Smith Barney until 2009 and now is a student at Stanford Graduate School of Business.

Kyler Jukes

Kyler now resides in Vancouver, British Columbia and works as a Senior Private Banker for Scotia Private Client Group, under the Global Wealth Management division of the Scotiabank Group.

Liechtenstein disclosure facility

The Liechtenstein task force was led by Fritz Kaiser, executive chairman at wealth management firm Kaiser Partner, and the conclusion was a pledge to transparency called the Liechtenstein Declaration.

The Ultimate Gift

In addition, organizations such as Bernhardt Wealth Management of McLean, Virginia have held private screenings for their clients.