Wealth and Asset Management Archives - Page 230 of 1535

Amundi’s thought leadership resonates across China’s intensive Q4 financial dialogues

November 21, 2025

Recently, Monica Defend, Head of the Amundi Investment Institute, was invited to 2025 Bund Summit, a leading Chinese financial forum where she as the representative of Amundi attracted a lot of attention.

Wealth and Asset Management

Carlo Messina named “European Banker of the Year”

November 21, 2025

The award, first announced in June, was conferred by The Group of 20+1, the association of leading Frankfurt-based financial and business journalists representing major European media outlets.

Wealth and Asset Management

CIBC Private Banking named Best Private Bank in Canada by Global Finance

November 21, 2025

This year's awards focus on financial firms that are excelling at combining digital resources with expert advisors.

Wealth and Asset Management

Titan Wealth appointed official wealth management partner of the Rugby Players’ Association

November 21, 2025

Rugby players face the unique challenge of having a relatively short career span, meaning they need to plan effectively for life after sport.

Wealth and Asset Management

Indosuez Wealth Management Announces the Acquisition of Wealth Dynamix and Appoints Romain Jérome as Chief Executive Officer

November 21, 2025

This acquisition expands Indosuez’s B2B offering to firms within the financial sector, drawing on new digital and technological capabilities for its institutional clients.

Wealth and Asset Management

SC's Judy Hsu on Korea's growing wealth management sector and the importance of long term relationships

November 21, 2025

The growth is particularly pronounced in services targeting high net worth individuals (HNWIs). As of last year, clients holding more than 1 billion won in financial assets accounted for 2.82 quadrillion won — or 58.6 percent — of the country&

Wealth and Asset Management

«UBS Without a Swiss Base Would No Longer Be UBS»

November 21, 2025

Operationally, UBS is in very solid shape. Net inflows are strong, and the Credit Suisse integration — despite some recent delays in client migration — is largely progressing as planned.

Wealth and Asset Management

Mandatum ranked Finland's best private banking provider in Kantar Prospera Survey

November 21, 2025

The annual survey included 503 participants and was conducted in September-October 2025.

Wealth and Asset Management

Advisors warm up to emerging energy plays in client portfolios

November 21, 2025

Wealth managers say AI and other new technologies are changing the way they invest in energy in client portfolios.

Wealth and Asset Management

Broadridge’s Tokenization Capability Enables Societe Generale’s First U.S. Digital Bond Issuance

November 21, 2025

First U.S. digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar

Wealth and Asset Management

OneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System

November 20, 2025

This enhancement builds on OneVest's recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.

Wealth and Asset Management

Clearstream Partners with Lighthouse Canton for Fund Execution and Custody Capabilities Across Asia and the Middle East

November 20, 2025

The partnership marks a significant milestone in advancing fund distribution models designed to meet the evolving needs of investors across Asia and the Middle East.

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