UBS AM endorses European equities
Higher returns and a low correlation to US equities make European stocks more attractive for a long-term strategic asset allocation, according to UBS AM.
Wealth and Asset Management
14966 articles found
BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
London VC head moves to Geneva as private wealth adviser
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
Beyond Assets: How IN Fiduciary Is Redefining True Wealth in Succession Planning for UHNW Families
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
Dubai Beckons: Bugatti Towers and Billion-Dollar Funds Emerge
Among them is a well-known luxury real estate developer from Dubai.
Brown Advisory to buy London-based Marylebone Partners
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
Endowus Wealth Insights Report 2025: Bridging the Wealth & Retirement Gap: Endowus Wealth Report Reveals Disconnect Between Investor Goals and Behaviour in Singapore
Endowus study reveals gap between goals and actions, calling for stronger advisor alignment and greater fee transparency
Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range
The Financial Conduct Authority introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
LPL Financial Welcomes Wyatt Wealth Management
He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
Transforming tomorrow: Navigating wealth management’s big questions
Crowe’s keynote will assess the impact of these themes on our investment and retirement outlook as well as outline how attendees can best consider the ecosystem they are a part of.
Private Bank Manager Shuffle: BofA Loses in the Southeast, Gains in New York
On Wednesday, Citi said it nabbed a manager at Bank of America Private Bank to be its Southeast market executive.