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Wealth and Asset Management

03/03/2022

Perigon Wealth Management Announces Significant Leadership Team Expansion

Rapidly Growing Independent Wealth Management Firm Acquires Family Office in Baltimore and Recruits Atlanta-Based Financial Advisors, Increasing Assets Under Management by $215 Million to $3.6 Billion

03/03/2022

Nomura, a Japanese wealth manager, to analyze crypto and NFTs through new section

As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.

03/02/2022

SJP partner firm sets up shop in Hong Kong

As it merges with seven other St James’s Place businesses in the special administrative region

03/02/2022

Apollo Announces First Close of Global Wealth Acquisition of Griffin

Completion of the Griffin acquisition is subject to customary closing conditions, including approval by stockholders of the Griffin Institutional Access Real Estate Fund and the Griffin Institutional Access Credit Fund.

03/02/2022

HSBC Asset Management launches sustainable healthcare fund for Hong Kong investors

These companies will be offering affordable innovation with advantages in the market.

03/02/2022

Julius Baer launches new share buy-back programme

The shares will be bought via a second trading line on the SIX Swiss Exchange.

03/02/2022

Bluespring Wealth Partners announces acquisition

Dallas-based firm will serve as a key hub for continued expansion in Texas and the Southwest

03/02/2022

Forbes Names Cresset Advisors W. Janet Dougherty and Kimberly DuBord to Top Women Wealth Advisors List for 2022

Dougherty ranked #14 and DuBord ranked #46 in Illinois on Forbes' annual list.

03/02/2022

Credit Suisse launches the inaugural MSCI USA Tech 125 ESG ETF

Within the large cap US market, the stocks with the highest exposure to these four innovation themes are selected.

03/02/2022

Credit Suisse Seeks Settlement with Archegos

Credit Suisse, Nomura, Morgan Stanley, UBS, MUFG and Mizuho all provided services via their prime brokerage divisions to Archegos.

03/02/2022

Aviva to acquire wealth manager

Significantly enhances Aviva’s position in the fast-growing UK wealth market

03/02/2022

Nordea Asset Management to shed Russian investments

The move is announced as a measure to prevent the investor retreat from the country after sanctions by the US

03/02/2022

Pâris Bertrand merger contributes to soaring Rothschild & Co Europe WM profits

It announced a €2.75 total dividend, including a €1.60 special dividend.

03/02/2022

ZEDRA to Receive Strategic Minority Investment from BCI

ZEDRA’s full range of services is designed to protect the real value of clients’ assets and support businesses in unlocking growth and expansion.

03/01/2022

Banks go all in on wealth management, but can they all succeed?

The team helps affluent individuals and families choose neighborhoods, schools and doctors.

03/01/2022

Schroder BOCOM Wealth Management has opening ceremony in Shanghai

It is also the second venture between the two groups since forming the Bank of Communications Schroders Fund Management Co., Ltd. in 2005.

03/01/2022

China extends wealth management scheme

The pilot programme for retiree products is expanded to other cities.

03/01/2022

Credit Suisse's Private Banking Switzerland to be part of Swiss business

As a result, the Private Banking Switzerland Division will become part of the Swiss Bank.

03/01/2022

Credit Suisse Ends Russian Commodities Lending

Concerned that future sanctions could include the energy sector and a complete Russian expulsion from the Swift global payments system led to the decision.

03/01/2022

Schroders celebrates double win at prestigious Pensions Age awards

Schroders celebrated a double win at the prestigious Pensions Age Awards 2022 with Schroders Solutions and Greencoat Capital winning honours.

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