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Wealth and Asset Management

06/30/2023

JPMorgan Chase Announces new business and philanthropic commitments to help close the housing affordability gap in Washington D.C. and beyond

Elements include more than $7.5 million in philanthropic capital to support housing affordability and the expansion of Chase Home Lending’s $5,000 Homebuyer grant.

06/30/2023

Groupe Indosuez Wealth Management : Indosuez publishes its CSR Report 2022

The report highlights the bank's strong commitments to sustainable development

06/30/2023

Gresham House ups stake in Brooks Macdonald on takeover hopes

Gresham House's Strategic Equity Capital trust, as well as its UK Multi Cap Income and UK Smaller Companies funds, now allocate 5.58% to Brooks Macdonald.

06/30/2023

SNB continues to sell foreign exchange to strengthen the Swiss franc

That is significantly more than the 27.28 billion francs in the previous quarter.

06/30/2023

Nutmeg founder details harrowing battle with terminal cancer

43-year-old Nick Hungerford says he has only a few months left to live, and has set up a charity for children who have lost parents.

06/30/2023

SEI Enhances Suite of Strategies Featuring Dimensional with U.S. Focused and Tax-Managed Offerings

Three New Sets of Strategies Further Enhance Flexibility for Advisors

06/30/2023

Mediobanca, in agreement with Apollo GM: rapidity-flexibility in the use of capital

As it reports Bebeezthe partnership with Apollo is in fact the first of a long series.

06/30/2023

J. Safra Sarasin Poaches From Credit Suisse Capital Markets

Other employees from the Credit Suisse department will move to Deutsche Bank, according to another source.

06/29/2023

Comnexa celebrates success at CityWealth Brand Management and Reputation Awards

Comnexa’s expertise and dedication to serving clients in the wealth management sector were acknowledged with the Silver Award in the highly competitive ‘Best Product / Service of the Year’ category.

06/29/2023

1832 Asset Management announces proposed fund mergers, associated fee reductions and other changes for Scotia Aria Portfolios

The Continuing Funds will be renamed to ensure asset allocation options are described consistently across all Scotia Portfolio Solutions.

06/29/2023

Leading law firm for taxation, aviation and family wealth management at China Business Law Awards 2023

These wins are a testament to the firm’s broadening network and expanding range of services that have strengthened our reputation as a leading international law firm in Asia.

06/29/2023

Rothschild & Co appoints UK Wealth Management Head of Marketing & Business Development

Matthew is a senior Marketing & Business Development professional with over 20 years' experience working in London, New York and Hong Kong

06/29/2023

GAM Announces the Sale of its Third-Party Fund Management Services Businesses to Carne Group

The Transactions are expected to close during the fourth quarter 2023

06/29/2023

Cantonal banks sell significant stakes in GLKB

The group has sold around 1.5 million shares, significantly increasing the free float.

06/29/2023

BNP Paribas Wealth Management publishes an exclusive report with the SDA

Bocconi School of Management, to deep dive into new issues and trends of family business governance in Europe

06/29/2023

Protect your wealth from inheritance tax

Inheritance tax is a topic that continues to grab headlines.

06/29/2023

Evelyn Partners’ launches new digital hybrid platform as part of its landmark employee financial wellbeing service, Moneyhealth

The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.

06/29/2023

IQ-EQ shortlisted for ‘Trust Company of the Year’ in 2023 STEP Private Client Awards

The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.

06/29/2023

Daniele Brupbacher Goes From Sell-Side to Ermotti's Side

The letter states the long-standing banking analyst will take charge of strategy teams at the Group and division levels, reporting directly to Ermotti.

06/29/2023

Objectway achieved its tenth consecutive awards recognition as “Best Wealth Management Solution” by Goodacre

The unceased leadership is a concrete result of the longtime and continued appreciation from clients and market experts.

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