Jersey-based wealth firm wins WH Ireland bid race
The deal will see WH Ireland shareholders becoming part owners of the new £2.1bn group.
Wealth and Asset Management
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KENDRIS Group realigns itself: Setting the course for the future
The local Swiss fiduciary business with owner-managed companies and SMEs remains a central strategic business area.
Julius Baer and Pictet: Two paths through the technological storm
At the Lead26 conference last week at the Zurich Congress House, major players in Swiss banking provided an impressive insight into how they are tackling the technological upheaval in the industry and driving digital transformation.
Cheng & Co Expands Mid-shore Wealth Management Presence With Alpadis Trust Labuan Acquisition
Its executive chairman, Datuk Dr Chua Hock Hoo, said the acquisition represents a powerful evolution in its group’s capabilities.
Banco Desio Launches Takeover Bid for SCM to Bolster Wealth Management
The move seeks to expand services and solutions for high-net-worth clients.
Amundi launches its first tokenised fund
The technology and infrastructure was provided by asset servicing firm Caceis
Wealth investors will fuel private markets growth, says Carne Group CEO
LTAFs are predicted to experience the same growth as hedge funds after they were adopted by wealth management clients
Swiss Banks in Italy: The 2027 Challenge: Rules and Markets
This scenario is changing, thanks to the agreement between the Bank of Italy, Consob, and FINMA, combined with the upcoming entry into force of the European Directive CRD VI, which requires banks operating outside the EU to operate in Italy by opening a b
Seviora and Pavilion to form Asia-based asset management group
This integration is expected to increase Seviora’s assets under management (AUM) to approximately $72bn.
Team plc announces recommended acquisition of WH Ireland
The offer has the support of 61 percent of WH Ireland shareholders under irrevocable undertakings.
J.P. Morgan Wealth Head at Center of Senator’s Epstein Inquiry
U.S. Sen. Ron Wyden called for the bank to be investigated, citing recently unsealed court documents allegedly showing that bank executives (including Wealth and Asset Management CEO Mary Erdoes) kept in close contact with Epstein.
Standard Chartered appointed as Digital Asset Custodian for 21shares, one of the world’s largest crypto ETP providers
This collaboration reflects a demand from institutional clients looking to participate in the digital asset market, contributing to a more mature environment for the adoption of digital assets and digital asset-linked products.