Wealth and Asset Management Archives - Page 263 of 1536

Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, and Launches Practice to Serve Entertainment and Creative Professionals

October 8, 2025

Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership

Wealth and Asset Management

UBS Advisor Team Wise River Advisors Named to Barron’s Top 250 Private Wealth Management Teams

October 8, 2025

They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families.

Wealth and Asset Management

RBC emerges as frontrunner to buy Evelyn

October 8, 2025

It is understood the Brewin Dolphin parent is the only firm to show real interest in acquiring Evelyn, with a bid battle yet to materialise.

Wealth and Asset Management

New quant team and investment range: Coudray reveals refreshed BCGE

October 8, 2025

Katia Coudray has returned after more than two decades to an executive post at Banque Cantonale de Genève, a somewhat different firm to the one she left.

Wealth and Asset Management

H.I.G. Capital Selects SEI for Fund Administration and Depositary Services

October 8, 2025

Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication

Wealth and Asset Management

HLB Private Bank launches new branding to target high-net-worth clients

October 7, 2025

The move marks what the bank describes as a renewed focus on supporting clients and family offices in managing inter-generational wealth transfer.

Wealth and Asset Management

EFG International announces closing of acquisition of Cité Gestion

October 7, 2025

EFG International AG is today announcing the completion of the acquisition of 100% of the Swiss private bank Cité Gestion, as initially communicated on 19 February 2025.

Wealth and Asset Management

UBP House View – October 2025

October 7, 2025

Returns in fixed income show investment grade, high yield and AT1s running ahead of the carry offered at the start of the year.

Wealth and Asset Management

Focus Financial Partners Network Firm Badgley Phelps Expands with Acquisition of Marshall & Sullivan

October 7, 2025

They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.

Wealth and Asset Management

Apex Group partners with Wealthbrix to power independent, next-gen wealth management from DIFC

October 7, 2025

This partnership highlights Apex Group’s continued expansion in the Middle East and reinforces its role as the partner of choice for innovative wealth and asset managers operating in a highly regulated jurisdiction.