10/07/2024
Santander Reorganizes Leadership Roles at Wealth Management Unit
Appointments are part of the changes done by new division head
Wealth and Asset Management
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
10/04/2024
Wealth Enhancement Group Announces Acquisition of FinTrust Capital Advisors, LLC, a Hybrid RIA with Over $2.39 Billion in Client Assets
This partnership brings Wealth Enhancement Group's total client assets to more than $94.7 billion.
10/04/2024
Cerity Partners Welcomes Janiczek Wealth Management
The merger with Janiczek Wealth Management further deepens Cerity Partners' ability to serve high and ultra-high-net worth private clients in Denver, a priority market for the firm.
10/04/2024
HSBC launches wealth programme in Hong Kong
HSBC seeks to enable customers to grow their wealth at all stages.
10/04/2024
BW Forsyth stakes $6bn family office in first wealth deal
BW Forsyth, the investment arm of global manufacturing and consulting firm Barry-Wehmiller, has taken a minority position in St. Louis-based Matter Family Office.
10/04/2024
Banque Cramer Boosts Profits for Geneva's Norinvest Group
The group’s cumulative consolidated operating income remained unchanged at 22,6 million francs, as stated in a press release on Friday.
10/04/2024
Julius Baer CIO names ‘surest way to negative alpha’
Yves Bonzon is wary of ‘horse race’ approaches, backtesting and various absolute return strategies.
10/04/2024
CFG Expands in California With New Private Banking Offices and Team
The firm created a Private Banking team full of experienced professionals
10/04/2024
Participation notification by BNP Paribas Asset Management
BNP Paribas Asset Management Europe SAS and BNP Paribas Asset Management UK Ltd are investment companies that exercise voting rights on a discretionary basis in the absence of specific instruction
10/04/2024
Pictet Asset Management launches new fixed income strategy
The fund will be managed by Mathieu Magnin, Kyle Kloc and Frédéric Salmon
10/04/2024
Channel Islands stand out in Citywealth Powerwomen Awards 2025 shortlist
Amongst the Channel Islands based companies and those with branches on the Islands
10/04/2024
DFM has £1bn in sight with advice buy
IPS Capital acquires Saffron Walden-based Greenwood Financial Planning for an undisclosed fee.
10/03/2024
Calamos Named 2024 "Alternative Investment Asset Manager of the Year" by WealthManagement.com
This recognition is a testament to our team's ability to navigate an ever-changing financial landscape and provide advisors and investors with strategies that help achieve long-term success.
10/03/2024
Ultra-Rich Families Are Nervous About the $84 Trillion Generational Wealth Transfer
More than half of ultra-wealthy families are concerned about ceding control to an unqualified next generation, a survey found.
10/03/2024
UBS empowers female entrepreneurs with fourth annual Female Founder Award
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
10/03/2024
Europe’s banks should prove resilient, despite falling rates
Falling interest income may lead to less favourable earnings per share (EPS) momentum
10/03/2024
Farrer & Co advises Canaccord Genuity Wealth Management on its acquisition of Cantab Asset Management Ltd
The Farrer & Co team was led by Simon Ward
10/03/2024
Altium Wealth Management, an Associated Practice of Hightower Advisors, Partners With High-Net-Worth Advisor Practice in Boston
Altium Wealth Management joined Hightower in 2022
10/03/2024
LSEG report: AI set to overhaul wealth management
Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.