Wealth and Asset Management Archives - Page 275 of 1522

Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions

September 5, 2025

The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.

Wealth and Asset Management

Channel Islands Wealth Management professionals join Citywealth Powerwomen Awards judging panel

September 5, 2025

She won a gold award at the Citywealth Powerwomen Awards 2025 in the Champion of the Year category.

Wealth and Asset Management

Lombard Odier Gives Swiss Private Banking a New Face

September 5, 2025

From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.

Wealth and Asset Management

Taxation of trusts is ‘complex’ says wealth management expert

September 5, 2025

Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.

Wealth and Asset Management

Citi to tap BlackRock for top clients’ wealth management

September 5, 2025

Wall Street bank to draw on asset manager’s expertise to oversee $80bn in client assets

Wealth and Asset Management

Oberon Investments eyes acquisition of UK Wealth Management division

September 5, 2025

The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.

Wealth and Asset Management

The Private Office Extends Wealth Management Relationship with SS&C

September 4, 2025

SS&C supports TPO’s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support.

Wealth and Asset Management

Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis

September 4, 2025

The team is also actively recruiting to further strengthen its growing practice.

Wealth and Asset Management

Wealth and Asset Management Leaders Launch Global Study on AI and Transformative Technologies Reshaping the Investment Industry

September 4, 2025

In-depth and unprecedented global study, spanning 16 countries, will analyze how investment firms will harness AI across their front, middle, and back offices to meet rapidly changing customer and employee needs

Wealth and Asset Management

Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”

September 4, 2025

Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.

Wealth and Asset Management

Lombard Odier inaugurates landmark new headquarters in Geneva

September 4, 2025

As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.

Wealth and Asset Management

FS Partners becomes part of the Valtus Group

September 4, 2025

Swiss customers benefit from global strength with the usual quality

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