Wealth and Asset Management Archives - Page 168 of 1562

53 UBS financial advisors in the Southeast Region named to the Barron’s Top 1500 Financial Advisors list

March 30, 2026

The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Wealth and Asset Management

Head of PBWM Segment Management

March 27, 2026

This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels.

Wealth and Asset Management

Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026

March 27, 2026

The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.

Wealth and Asset Management

WRISE Group Partners with China Asset Management (Hong Kong) to Offer Exclusive Access to Asia Bond Fund high dividend yield share class in Hong Kong Debut

March 27, 2026

This partnership reflects our commitment to delivering innovative and performance-driven investment solutions to a broader audience.

Wealth and Asset Management

Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship

March 27, 2026

This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.

Wealth and Asset Management

Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution

March 27, 2026

The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.

Wealth and Asset Management

VP Bank wins Alliance of Swiss Wealth Managers' Custodian Bank Award 2026 in 'Financial Solutions' category

March 27, 2026

VP Bank was founded by intermediaries for intermediaries – and this very business remains a core focus to this day, rather than merely a secondary segment.