10/08/2024
LPL Financial Welcomes Morristown Wealth Management
They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.
Wealth and Asset Management
10/08/2024
Wealth Management Industry Awards: On the Red Carpet with Peter Nolan
At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Strategic Sales & Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated advice
10/08/2024
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
10/08/2024
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
10/08/2024
abrdn Expands Real Estate Business in Japan
This expansion underlines our ambition to excel in the Japanese real estate market.
10/08/2024
Habib Bank AG Zurich: A future-forward wealth management strategy
Sheheryar Rasul, CEO and country head – Switzerland Group Wealth Management, Habib Bank AG Zurich, shares the bank’s long-term vision, with a focus on trust and innovation
10/08/2024
Alpian launches wealth management mandate from CHF 2,000
The new offering has an annual fee of 0.75% and includes the option for personal advice.
10/08/2024
JPMorgan to Base Group of Private Bankers in New Munich Office
JPMorgan has long been expanding its operations in the country
10/08/2024
Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices
The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.
10/08/2024
The high net worth insurance market in APAC
Wealth growth and preservation, and legacy planning
10/07/2024
Unlocking Growth: Navigating the Challenges and Future of Private Wealth Management in Asia
As the market continues to evolve, the future of private wealth management in Asia will require a sharper focus on differentiation, clearer segmentation of clients, and greater adoption of technology.
10/07/2024
Cazenove Capital buys £1.5bn London family office
Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.
10/07/2024
Global Wealth Management Group GSB partners with London-based Mumble Forum
Partnership will aim to empower financial health of the women networking club’s members
10/07/2024
HSBC AM launches equal weight S&P 500 tracker
The launch follows increased demand for equal weight solutions
10/07/2024
Bank Syz is turning the store around
In order to meet this requirement, a number of personnel changes and new appointments are being made in the front office.
10/07/2024
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management's Antony Creighton.
10/07/2024
HSBC aims to double Canadian private banking business
The country is also experiencing a boom in its domestic wealthy numbers, giving private banks ample opportunities to prosper.
10/07/2024
Rob Tetrault Explains the Power of Financial Leverage for Wealth Enhancement
Unlocking Wealth: Rob Tetrault Explores the Dynamics of Financial Leverage
10/07/2024
Santander Reorganizes Leadership Roles at Wealth Management Unit
Appointments are part of the changes done by new division head
10/07/2024
SJP investments boss: Value for money report doesn’t reflect ‘evolution’ of our funds
Sarah Ruggins tells FN exploring low-cost passive options remains ‘top priority’ for UK wealth giant