Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately
The wealth management executive has headed the business since 2021
Wealth and Asset Management
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Texas-based investor takes stake in James Hambro & Partners
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices
Banks propose new funding model to keep regional branches open
The plan submitted to Treasury on Friday by the Regional Banking Investment Alliance, which represents 21 small banks with a physical regional presence, would provide financial support for 5000 bank branch workers in regional locations.
Asean private banks reveal top innovations in a volatile year
The region’s private banks and wealth managers have introduced more defensive investment strategies, bolstered their alternatives propositions and added new functionality for clients.
LGT Crestone announces rebrand to LGT Wealth Management, marking next phase of growth in Australia
For employees, the rebrand recognises their expertise and positions the firm to attract and retain the best talent in Australia’s wealth sector.
WRISE Academy Charts New Chapter with Changsha Office Launch
The new location underscores WRISE's commitment to provide high-net-worth individuals and wealth management elites in Central China to drive breakthroughs in the wealth management industry.
Oberon to acquire WH Ireland’s Wealth Business
Proposed Acquisition of WH Ireland’s Wealth Management Business
Saxo Bank launches PartnerConnect for wealth management professionals in France
Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.
RBC sees attractive UK wealth management outlook; budget risks limited
The upcoming Budget is expected to create only a minor headwind for net flows in the fourth quarter.
Portfolio management load cuts growth of IFAs by up to 20% firms say
This enables financial advisers to offer their clients enhanced, actively managed solutions led by an award-winning investment team.
SIX and FIDA Join Forces to Provide a Comprehensive Portfolio Management and Analysis Terminal
The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.