Platinum jubilee fund notes from AJ Bell and Hargreaves Lansdown
The firm notes that some investment trusts have had double platinum jubilees, but that the reign of investment trusts has been usurped by unit trusts
Wealth and Asset Management
15529 articles found
Canaccord Genuity Group Inc. reports fourth quarter and fiscal 2022 results
Fiscal 2022 common share year dividend payout increased 28% year-over-year
CREM and CMB Monaco become partners
CMB has started a “Welcome to Monaco” programme, where clients based in the Principality, and who have recently opened an account, can meet up in an informal setting.
IQ-EQ Jersey trio named in eprivateclient’s Channel Islands Top 35 Under 35 for 2022
The Channel Islands Top 35 Under 35 aims to identify, recognise and promote the rising talent of the private wealth industry across Jersey and Guernsey.
Stephenson Harwood wins two Wealth For Good Awards
The awards recognise and showcase the ESG, impact, diversity and inclusion initiatives and efforts of firms and individuals.
UBS Private Wealth Management Hires $1.3 Billion Seven-Person Team in Chicago
The team’s industry experience and dedication to clients will be a great addition to our business as we look to continue to expand our ultra high net worth client offering in this key market.
Boost for Adam & Co as Canaccord Genuity completes Punter Southall Wealth deal
Canaccord Genuity Group has, via its Canaccord Genuity Wealth Management UK (CGWM UK) business, completed its previously announced acquisition of Punter Southall Wealth.
Julius Baer sells Geneva WM to its management
The parties have agreed not to disclose the details of the transaction.
Administrative penalty of 14 April 2022
Administrative penalty imposed on the credit institution Natixis Wealth Management Luxembourg
Asia-Pacific Wealth Management Market Is Expected to Reach $811.5 Billion by 2030: Allied Market Research
The report offers detailed segmentation of the Asia-Pacific wealth management market based on business model, channel, provider, end user, and region.
Canaccord Genuity Group INC. announces acquisition of Punter Southall Wealth.
PSW currently has approximately £4.8 billion (C$7.9 billion) in client assets and generated annual revenue of approximately £34.7 million (C$60.0 million) in the year ended December 31, 2021.
Malaysia’s CIMB Takes WM Hit
The CIMB digital assets and group funding division, which handles partnerships across business lines