Barclays Wealth hires from Santander, Brewin and Brown Shipley
Barclays Wealth Management & Investments has hired four wealth managers to bolster its presence in the East region, including a local manager.
Wealth and Asset Management
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Credit Suisse put on FCA watchlist – reports
In a letter seen and reported on by the Financial Times, the FCA urged the investment bank's senior management to provide evidence of how it would go about preventing misconduct and improve its accountability.
How AIA Singapore will help you find the true meaning of wealth
At AIA, we recognise the urgent needs of underserved HNWIs amid the explosion in Asian wealth.
Goldman Sachs Asset Management Launches New Goldman Sachs 529 Plan
Extends Commitment to Education Saving Services through partnership with the State of Arizona’s 529 Plan
Stonehage Fleming celebrates women in leadership with launch of “SF XV”
Stonehage Fleming’s mission is to be the trusted adviser to successful families and wealth creators.
Truist Wealth enters Chicago with experienced team of wealth management professionals
Affluent, high and ultra-high net worth individuals, families and business owners to benefit from Truist's planning-centric service model
Lumin Wealth snaps up South-East based adviser
Lumin Wealth said the purchase builds on its strategy of partnering with “like-minded advisers who share the same high standards” and commitment to client-centric solutions.
Citi Global Wealth Investments Issues Mid-Year Outlook 2022: Investing in the Afterglow of a Boom
After a tough start to 2022, Citi explores what may lie ahead for investors, highlighting quality and resilience in portfolios
Pictet: «China is the One Question We Have to Get Right in 2022»
In addition to Covid and lockdown-related challenges, Chen underlined continued troubles in the local real estate market.
UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List
He is known for going above and beyond to prioritize his clients' needs with highly personalized wealth management services, and it's gratifying to see him acknowledged for his commitment to the well-being of his clients.
Zephyr Named Finalist in 2022 Wealth Management Wealthies Awards
Zephyr's investment management platform continues to earn recognition from wealth and asset management industry peers
Americans lost half a trillion dollars in wealth in early 2022
The total value of these holdings was $46.3 trillion in the first quarter, making it one of households' largest assets.