02/10/2025
Centrum Wealth: Expanding Horizons Under Seasoned Private Banker and CEO Sandeep Das
Over the past year alone, the firm has hired around 90 professionals from 30 firms, reinforcing its expertise and reach.
Wealth and Asset Management
02/10/2025
Hoxton Wealth opens first office in Mexico City
Country manager Aaron Vickery started his finance career in finance with St James Place
02/10/2025
Wellington expands UK wealth offering with four Ucits funds
The funds aim to broaden UK and European investor access while providing shareholder voting rights and improved fund oversight.
02/10/2025
Ex-BlackRock fund bosses cash in on Lift Financial’s sale to Brooks
BlackRock Gold & General manager Evy Hambro and disgraced former BlackRock UK Absolute Alpha manager Mark Lyttleton are among those receiving payouts.
02/10/2025
DBS full-year net profit
Board proposes final dividend of 60 cents and will introduce a quarterly Capital Return dividend for financial year 2025
02/10/2025
Lombard Odier recognised as Best Domestic Private Bank for the ninth time at the WealthBriefing Swiss Awards 2025
Our achievements in the wealth management industry were recognised
02/07/2025
Swiss Bank Employees Association (SBEA) on the mass redundancies at Julius Baer
It must remain a Swiss bank, where social partnership plays a central role in the interest of all employees in the sector.
02/07/2025
Nomura Asset Management Incorporates Skills of Outside Directors and Business Opportunities for Nature-positive into ESG Scoring
In addition to financial data, NomuraAM believes it is essential to reflect non-financial data in company evaluations and make investment decisions based on these evaluations, in order to increase the added value of its investments.
02/07/2025
Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group
$360 Million RIA Joins Osaic's Corporate RIA in Greater Tampa Area
02/07/2025
Vontobel delivers strong growth in profitability
Net profit was up by 24 percent to CHF 266 million. Return on equity increased to 12.3 percent.
02/07/2025
Bank WIR achieves new records in 2024
A dividend increase will be proposed to the General Meeting.
02/07/2025
Zürcher Kantonalbank achieves very pleasing group profit – canton and municipalities participate more than ever
The bank has strong capitalization; the values ​​significantly exceed the regulatory minimum requirements
02/07/2025
Rothschild & Co’s Swiss Wealth Management business wins ‘Best Bank for International High Net Worth Clients’ at WealthBriefing Awards 2025
As an independent financial services group, Rothschild & Co offers its clients a long-term investment perspective free from conflicts of interest.
02/07/2025
Canaccord Genuity Group Inc reports third quarter fiscal 2025 results
Third quarter dividend of $0.085 per common share
02/07/2025
St. James’s Place announces its 7th annual chartered award winners
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.
02/07/2025
Apollo eyes wealth expansion in France
The alternative asset manager is also looking to have greater on-the-ground presence in the country.
02/06/2025
Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services
Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions
02/06/2025
The saga continues: Brookfield enters $1.9bn bidding war for Insignia Financial
Insignia confirmed Brookfield’s offer, which matches those previously submitted by Bain and CC Capital.
02/06/2025
Morgan Stanley to Host 16th Annual Go Red Women’s Leadership Event
Hosted in collaboration with the American Heart Association – Westchester & Fairfield Counties
02/06/2025
St. James's Place Announces its 7th Annual Chartered Award Winners
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.