Wealth and Asset Management
15165 articles found
The ZKB promotes the canton of Lucerne to the highest league
And the rising star is the canton of Lucerne.
Bank Syz strengthens investment leadership team with a series of senior strategic hires
These appointments reflect that ambition—ensuring clients benefit from high-quality investment advice and sustained access to distinctive, forward-looking opportunities.
Evelyn Partners Becomes Official Partner and Official Wealth Management Partner of the Athlete Investor Summit
The tie-up reflects the wealth manager’s deepening support for athletes in the sports sector as part of a wider mission to embrace what’s next for individuals, their money and the wider world
Fifth Third Private Bank Recognized as Best for High Net Worth Clients for Fourth Consecutive Year
In addition, the Private Bank was named Best Private Bank for Succession Planning in the Americas for the second year.
Hong Leong Asset Management and Hong Leong Bank Launch Hong Leong All Roads Funds in Strategic Partnership with Lombard Odier
The funds leverage the expertise of Lombard Odier, a globally renowned private bank and asset manager, as the strategic alliance partner of Hong Leong Bank and target fund manager.
North America high-net-worth individual population surges, while Europe and Middle East shrink
The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.
FNZ under pressure after investors cash in on recent capital raises
This has triggered what some insiders describe as a “significant and unfair” dilution of their holdings.
Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors
Strategic partnership empowers affiliates with modern estate planning tools for scalable, holistic wealth management
Capital punishment: How Swiss bank reforms could hit UBS
Bank’s year-long tussle with government will come to a head with proposals to be unveiled on Friday
US added 562,000 millionaires in 2024 but wealth management has a challenge
New report reveals gaps in how advisors work with next-gen HNWIs.
Arbuthnot Latham invests in catastrophe bonds for their lack of correlation
Like many other investors and investment managers, Arbuthnot Latham has been seeking out diversification in recent months, as it noted correlated market volatility across many asset classes.