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Wealth and Asset Management

04/05/2024

BraddockMatthews and David Barrett Partners Combine to Create BraddockMatthewsBarrett

The merging of the two firms, which serve complementary segments of the investment management industry, creates a unique, compelling international executive search firm

04/05/2024

Vontobel launches 3-year maturity EM bond fund for A-rated PM

Three-year maturity aligns with current market conditions, says the fund’s manager.

04/05/2024

Management of the ZKB Philanthropy Foundation: The die has been cast

The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.

04/05/2024

Labuan IBFC Inc. unveils Labuan IBFC China Desk to facilitate cross-border ventures

Platform is aimed at fostering bilateral trades, investments and business expansion

04/05/2024

Labuan IBFC Inc. and Council of Rector of Indonesia State University sign MoU

Both parties have signed an MoU for the placement of Indonesian university students in Labuan IBFC businesses

04/05/2024

Wealth management firm at the double with awards scoop

Financial advisers prove to be best in class after national award wins

04/05/2024

World’s Best Wealth Management And Advisory Companies, 2024

The wealth management market is expected to grow to $2465.75 billion in 2027 at a CAGR of 7.8%.

04/04/2024

Citi, JPMorgan, RBC to give new climate metric in deals with New York City

In return, retirement funds Lander helps run have withdrawn shareholder resolutions at each bank calling for the disclosures.

04/04/2024

The War Chest of J. Safra Sarasin is Fully Stocked

The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.

04/04/2024

Credit Suisse's Demise Benefits Swiss Crowdlending Pioneer

Credit Suisse (CS) and UBS long held sway in Switzerland’s corporate banking world.

04/04/2024

Record-Setting 218 J.P. Morgan Wealth Management Advisors Make Forbes’ Best-in-State Wealth Advisors List

Sixteen J.P. Morgan advisors make the selective America’s Top Wealth Advisors list

04/04/2024

‘Consumer duty’ and the challenge facing wealth management firms

From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves

04/04/2024

EdRAM sells convertibles business to Kepler Cheuvreux subsidiary

Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.

04/04/2024

Wealth managers predict tokenisation adoption of funds over next five years

Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.

04/04/2024

Australia's Wealth-Management Sector Piques Global Investor Interest -- Interview

The years since a probe into Australia's banking system have seen a transition in the country's financial-services sector.

04/04/2024

Wealth portfolios boosted in Q1 as inflation cools

ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.

04/04/2024

Standard Chartered Partners With Old Mutual For Wealth Platform

A market with an estimated $2.4 trillion of investable assets.

04/03/2024

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs

Houston-based AltruVista has more than $310 million in assets under management as of March 31, 2024.

04/03/2024

Söderberg & Partners launches MPS on adviser platforms

There will be three options on offer: core, sustainable core and active core.

04/03/2024

Rathbones serves as official wealth management partner

Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.

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