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Significados de total client em inglês
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Uso de total client em inglês
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Those customers now account for nearly 40% of the totalclient base.
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It has $253 billion in totalclient assets across the globe.
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It includes Spain within its Central Europe organisation, putting ING's totalclient base at 7 million.
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It had $275 billion in totalclient assets across the globe as of the end of March.
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Schwab managed totalclient assets of $3.75 trillion, as of July end.
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Morgan Stanley saw totalclient assets rise 2 percent to $1.74 trillion.
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A quarter of Credit Suisse's totalclient flow in Asia was via program trading, the bank said in the report.
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E*Trade's totalclient assets were down 5.4 percent from July, at $172.8 billion.
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As of July, it had totalclient assets of $3.75 trillion.
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Clients had pulled nearly 400 billion Swiss francs -almost 20 percent of totalclient assets.
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Many independent firms charge fees based on the totalclient assets they help manage and eschew pay-as-you-go commissions based on trading of investments.
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Raymond James Financial has about 5,400 U.S.-based financial advisers and $268 billion in totalclient assets.
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Fee-based asset accounts at both Morgan Stanley and Merrill Lynch comprise 37 percent of totalclient assets and are growing, both firms said.
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Sirianni wouldn't disclose totalclient assets, but says he is in conversation with adviser teams managing more than $1 billion in assets.
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Minneapolis-based Ameriprise had about $344.9 billion in totalclient assets under management as of the end of September.
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The company, which made its market debut in 2005, said totalclient assets increased 9 percent to $313 billion.