06/04/2021
UBS Covets Dutch Asset Manager Up For Grabs
The asset management business of Switzerland's largest bank, now overseen by Suni Harford, has been the subject of merger rumors for some time.
Wealth and Asset Management
06/04/2021
UBS Nabs $10.5B Advisor Team From J.P. Morgan Private Bank
The recruitment win was just the latest of several for UBS in recent months.
06/04/2021
Stratos Wealth Partners adds Trivium Wealth Management to network
The team at Stratos is excited to welcome Truvium," said Jeff Concepcion, CEO and Founder, Stratos Wealth Network.
06/04/2021
Is the concept of wealth management just for the rich?
Proper wealth management is the key to creating generational wealth and securing a legacy for your family.
06/03/2021
JPMorgan's asset, wealth management division exploring acquisitions -executive
While JPMorgan has looked at a number of possible deals, the bar for an acquisition is high.
06/03/2021
The best wealth managers in Singapore
With its open access to global markets, the expertise of its institutions, and a stable and progressive legal and regulatory framework, Singapore is well-positioned to capitalise on the rapid growth of Asian wealth.
06/03/2021
The best wealth managers in Hong Kong
The region is home to the largest slice of the world’s population, with the wealth of individuals in the region growing faster than anywhere else.
06/03/2021
Nico Rosberg to become Julius Baer's global brand ambassador
As ambassador and partner of Julius Baer, he will stand for the Bank’s commitments and initiatives in the areas of sustainability, sustainable investing and future trends.
06/03/2021
ARC Group wins twice at 2021 Citywealth Magic Circle Awards
In addition, Suggestus, ARC’s research portal, also won the Technology Vendor of the Year for the fourth time in seven years.
06/03/2021
Zurich wealth manager enters mortgages business
Descartes Vorsorge will broker mortgages for its clients on UBS’s key4 platform.
06/03/2021
Mattioli Woods raises £2m for acquisitions
There are also 13,757,512 conditional placing shares and 108,355 primary bid offer shares to be admitted to trading.
06/03/2021
Wealth Enhancement Group Announces Acquisition
Rapidly-Growing RIA Backed by Private Equity Firm TA Associates Accelerates Acquisition-Focused Component of its Growth Strategy, Further Strengthens Footprint in Northeast US
06/03/2021
Fiduciary Trust International Celebrates 90 Years of Delivering Peace of Mind by Simplifying Complex Financial Lives
Fiduciary Trust International remains focused on leveraging innovative technology to strengthen relationships, and the overall wealth management experience for clients.
06/03/2021
Next Gen: Stephanie Sotiriou, TAM Asset Management
She discusses her father's influence on her career, her concerns around greenwashing, and her love of Cyprus!
06/03/2021
Sharon L. Klein Named to Forbes Top Women Wealth Advisors 2021
The Forbes ranking, developed by SHOOK Research, is based on both qualitative and quantitative data from nominations and in-person interviews.
06/02/2021
Why Zoom is Good for Family Enterprise Harmony
It has also changed the way non-financial assets are now stewarded, with the need to consider alternative ways to communicate instructions to asset administrators and family strategy to international Trustees.
06/02/2021
Advisor Group Successfully Recruits Compass Wealth Solutions, Wealth Management Practice with $221 Million in Client Assets
Indiana-Based Practice with Three Financial Professionals Joins Advisor Group Subsidiary Woodbury Financial Services
06/02/2021
Barometer: A little less growth, a little more inflation
Economic growth will soon slow but inflationary pressures could linger for some time. Which means investors should consider a more defensive stance.
06/02/2021
Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption
06/02/2021
Invesco Expands Relationship with BNY Mellon for Transfer Agency Services
BNY Mellon has successfully onboarded Invesco for transfer agency services in UK and Luxembourg