10/07/2024
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management's Antony Creighton.
Wealth and Asset Management
10/07/2024
HSBC aims to double Canadian private banking business
The country is also experiencing a boom in its domestic wealthy numbers, giving private banks ample opportunities to prosper.
10/07/2024
Rob Tetrault Explains the Power of Financial Leverage for Wealth Enhancement
Unlocking Wealth: Rob Tetrault Explores the Dynamics of Financial Leverage
10/07/2024
Santander Reorganizes Leadership Roles at Wealth Management Unit
Appointments are part of the changes done by new division head
10/07/2024
SJP investments boss: Value for money report doesn’t reflect ‘evolution’ of our funds
Sarah Ruggins tells FN exploring low-cost passive options remains ‘top priority’ for UK wealth giant
10/04/2024
Wealth Enhancement Group Announces Acquisition of FinTrust Capital Advisors, LLC, a Hybrid RIA with Over $2.39 Billion in Client Assets
This partnership brings Wealth Enhancement Group's total client assets to more than $94.7 billion.
10/04/2024
Cerity Partners Welcomes Janiczek Wealth Management
The merger with Janiczek Wealth Management further deepens Cerity Partners' ability to serve high and ultra-high-net worth private clients in Denver, a priority market for the firm.
10/04/2024
HSBC launches wealth programme in Hong Kong
HSBC seeks to enable customers to grow their wealth at all stages.
10/04/2024
BW Forsyth stakes $6bn family office in first wealth deal
BW Forsyth, the investment arm of global manufacturing and consulting firm Barry-Wehmiller, has taken a minority position in St. Louis-based Matter Family Office.
10/04/2024
Banque Cramer Boosts Profits for Geneva's Norinvest Group
The group’s cumulative consolidated operating income remained unchanged at 22,6 million francs, as stated in a press release on Friday.
10/04/2024
Julius Baer CIO names ‘surest way to negative alpha’
Yves Bonzon is wary of ‘horse race’ approaches, backtesting and various absolute return strategies.
10/04/2024
CFG Expands in California With New Private Banking Offices and Team
The firm created a Private Banking team full of experienced professionals
10/04/2024
Participation notification by BNP Paribas Asset Management
BNP Paribas Asset Management Europe SAS and BNP Paribas Asset Management UK Ltd are investment companies that exercise voting rights on a discretionary basis in the absence of specific instruction
10/04/2024
Pictet Asset Management launches new fixed income strategy
The fund will be managed by Mathieu Magnin, Kyle Kloc and Frédéric Salmon
10/04/2024
Channel Islands stand out in Citywealth Powerwomen Awards 2025 shortlist
Amongst the Channel Islands based companies and those with branches on the Islands
10/04/2024
DFM has £1bn in sight with advice buy
IPS Capital acquires Saffron Walden-based Greenwood Financial Planning for an undisclosed fee.
10/03/2024
Calamos Named 2024 "Alternative Investment Asset Manager of the Year" by WealthManagement.com
This recognition is a testament to our team's ability to navigate an ever-changing financial landscape and provide advisors and investors with strategies that help achieve long-term success.
10/03/2024
Ultra-Rich Families Are Nervous About the $84 Trillion Generational Wealth Transfer
More than half of ultra-wealthy families are concerned about ceding control to an unqualified next generation, a survey found.
10/03/2024
UBS empowers female entrepreneurs with fourth annual Female Founder Award
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
10/03/2024
Europe’s banks should prove resilient, despite falling rates
Falling interest income may lead to less favourable earnings per share (EPS) momentum