Wealth and Asset Management Archives - Page 170 of 1541

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

March 3, 2026

New turnkey model portfolios offer exposure to private markets, available to eligible RIAs and broker-dealers through Envestnet

Wealth and Asset Management

Walker Crips looks to grow business as PhillipCapital takeover completes

March 3, 2026

We are looking to expand headcount and to be in more geographies within the UK

Wealth and Asset Management

UAE attracts global wealth as private banking enters new growth phase

March 2, 2026

Private banking enters new growth cycle as HNWIs bank on Mena region

Wealth and Asset Management

Further recognition for Hawksford Private Client Services Head

March 2, 2026

With a formidable reputation both as a trustee and a director on complex trust structures, family offices and multinational companies, Darren’s career spans some 30 years – the last 20 of which have been spent in senior fiduciary services role

Wealth and Asset Management

Van Lanschot Kempen launches second private equity fund focused on North America

March 2, 2026

Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.

Wealth and Asset Management

J. Safra Sarasin Group completes the acquisition of majority stake in Saxo Bank

March 2, 2026

Daniel Belfer, CEO of Bank J. Safra Sarasin, will be appointed CEO of Saxo Bank.

Wealth and Asset Management

BOV Asset Management funds deliver positive results in a volatile year

March 2, 2026

Global markets experienced significant ups and downs throughout the year. Nevertheless, both equity and bond markets finished 2025 in positive territory.

Wealth and Asset Management

Raiffeisen Switzerland sells large portion of its Leonteq shares

March 2, 2026

Closure of the transaction is subject to regulatory approval and is expected no later than in the third quarter of 2026.

Wealth and Asset Management

Annual results 2025 of the Swiss National Bank

March 2, 2026

This allows for a dividend payment of CHF 15 per share, which corresponds to the maximum amount stipulated by law, as well as a profit distribution to the federal government and the cantons totaling CHF 4 billion.

Wealth and Asset Management

UBS plans to keep Ermotti on as CEO for longer, NZZ reports

March 2, 2026

Ermotti, who oversaw the Swiss bank's 2023 emergency takeover of Credit Suisse, is set to step down by the middle of 2027

Wealth and Asset Management

7IM launches Amicus Wealth Management following merger

March 2, 2026

The merger follows 7IM’s acquisition of Amicus Wealth in December 2023.

Wealth and Asset Management

Wealth firms double down on AI as Sowell and Guardian forge new tech alliances

March 2, 2026

Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.

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