10/08/2024
Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices
The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.
Wealth and Asset Management
10/08/2024
The high net worth insurance market in APAC
Wealth growth and preservation, and legacy planning
10/07/2024
Unlocking Growth: Navigating the Challenges and Future of Private Wealth Management in Asia
As the market continues to evolve, the future of private wealth management in Asia will require a sharper focus on differentiation, clearer segmentation of clients, and greater adoption of technology.
10/07/2024
Cazenove Capital buys £1.5bn London family office
Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.
10/07/2024
Global Wealth Management Group GSB partners with London-based Mumble Forum
Partnership will aim to empower financial health of the women networking club’s members
10/07/2024
HSBC AM launches equal weight S&P 500 tracker
The launch follows increased demand for equal weight solutions
10/07/2024
Bank Syz is turning the store around
In order to meet this requirement, a number of personnel changes and new appointments are being made in the front office.
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.
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