Wealth and Asset Management Archives - Page 262 of 1502

Amundi Expands Income Strategy Availability in Asia

September 1, 2025

The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.

Wealth and Asset Management

Citi wealth boss Andy Sieg denies claims he threw tirades, made execs cry: ‘Not accurate’

August 29, 2025

“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”

Wealth and Asset Management

LPL Financial Welcomes Concentric Wealth Management

August 29, 2025

They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.

Wealth and Asset Management

Bank Frick generates net profit of CHF 4.5 million

August 29, 2025

In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.

Wealth and Asset Management

ARC finds only 18% of wealth firms considering private markets

August 29, 2025

Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.

Wealth and Asset Management

Del Vecchio’s Billionaire Heir Gets €350 Million From Indosuez

August 29, 2025

Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop

Wealth and Asset Management

SEI CEO plots wealth, private assets expansion

August 29, 2025

Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.

Wealth and Asset Management

UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List

August 29, 2025

Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes

Wealth and Asset Management

Van Lanschot Kempen: net profit of €67.8 million in H1 2025, with strong net AuM inflows of €4.6 billion

August 29, 2025

Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion