Wealth and Asset Management Archives - Page 294 of 1492

Rothschild & Co Wealth Management Switzerland acquires Zurich-headquartered Swiss advisory firm Tenalis AG

July 1, 2025

The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.

Wealth and Asset Management

$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources

July 1, 2025

The Oklahoma City RIA has retained Advisor Growth Strategies to serve as its financial advisor.

Wealth and Asset Management

Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management

July 1, 2025

Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.

Wealth and Asset Management

Singapore EAM Strikes Deal With Credit Suisse Veterans

July 1, 2025

The partnership will enable both firms to jointly deliver enhanced cross-border capital advisory services.

Wealth and Asset Management

Leonteq responds to criticism of management remuneration

June 30, 2025

In the future, Leonteq shareholders will be able to vote prospectively and separately on all compensation components.

Wealth and Asset Management

National Bank extends and expands Project Helvetia

June 30, 2025

The SNB has evaluated the project and decided to extend it for another year and continue the pilot operation until at least mid-2027.

Wealth and Asset Management

UBS to start new share repurchase program

June 30, 2025

UBS will communicate its 2026 capital return ambitions with its fourth quarter and full-year 2025 financial results early next year.

Wealth and Asset Management

National wealth fund boss slams banking industry’s risk appetite

June 30, 2025

The UK economy contracted 0.3 per cent in April as Labour’s tax raids weighed on businesses.

Wealth and Asset Management

Wealth managers: When things go wrong, you can say sorry

June 30, 2025

Wealth managers says that periods of crisis can be the best opportunity for fund houses to differentiate themselves.

Wealth and Asset Management

BlackRock partners with HSBC to launch retirement funds

June 30, 2025

The multi-asset wealth navigator funds range offers three distinct risk profiles for Hong Kong investors.

Wealth and Asset Management

UBS AM endorses European equities

June 30, 2025

Higher returns and a low correlation to US equities make European stocks more attractive for a long-term strategic asset allocation, according to UBS AM.

Wealth and Asset Management

BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany

June 30, 2025

The implementation of the agreement is expected to commence in early 2026 through a phased client migration.

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