03/24/2025
He also serves as vice president of the digital committee at Assogestioni, Italy’s asset management association, where he contributes to shaping the industry’s digital evolution.
03/24/2025
The partnership is agreed with Deutsche Bank as DWS seeks to accelerate growth in its alternatives franchise.
03/24/2025
Being included in this prestigious ranking highlights our expertise in navigating complex global markets while always putting our clients’ needs first.
03/24/2025
Fintech wealth firm Cadro, set up by former LGT Wealth partners Nataša Williams and Jordan Buck, aims to overturn transparency problems within wealth management.
03/21/2025
Waverton was also shortlisted in two more performance categories for our Growth Portfolios and Total Wealth Planning - HNW.
03/21/2025
The income share classes on two JP Morgan Asset Management funds will be exclusively available to Bank of China Hong Kong customers.
03/21/2025
Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.
03/21/2025
Based on Lipper's quantitative, proprietary methodology, the awards reflect an independent assessment of performance over a three-year period.
03/21/2025
From 15 fund categories there could only be five winners - and only one overall best asset manager.
03/21/2025
RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.
03/21/2025
Net flows, over the same period, were the third highest ever reported by the business.
03/20/2025
Four critical areas — health, human rights, sustainability and gender equity — where private capital can play a pivotal role in driving meaningful change, are identified by the 2025 AlTi Global Social Progress Index.
03/20/2025
Earlier this year, the Bank was proud to announce that it had been named the "Best Wealth Management Bank in Taiwan" by The Asian Banker, an internationally-renowned financial journal.
03/20/2025
The opening marks the bank's second wealth centre for affluent clients in Tsim Sha Tsui and fifth overall in the city.
03/20/2025
After two years of strong gains, driven by US mega-cap tech stocks, renewed volatility is prompting investors to rethink their strategies.
03/20/2025
In 2024, Edmond de Rothschild confirmed the strength of its business model, driven by its two core businesses private banking and asset management, across all regions.
03/20/2025
With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.
03/20/2025
Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.
03/20/2025
The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
03/20/2025
One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.