Wealth and Asset Management Archives - Page 1018 of 1553

HSBC Announces Hiring Plans for China Wealth Unit

May 27, 2022

In addition, the bank also introduced an enhanced offering for its affluent business with the launch of HSBC Premier Elite for clients to gain access to dedicated and personalized services.

Wealth and Asset Management

JBWere seals strategic alliance with Lombard Odier

May 27, 2022

Lombard Odier and JBWere have worked in close partnership since 2011.

Wealth and Asset Management

Lombard Odier Formalizes Strategic Partnership in Australia

May 26, 2022

In exchange, Lombard Odier will be able to leverage JBWere’s local knowledge and network to grow its client base in the Asia Pacific region.

Wealth and Asset Management

NFP Acquires Financial Advisory Firm Simon Shirley Advisors

May 26, 2022

Acquisition expands NFP's presence, employee benefits and wealth management offerings in Ireland

Wealth and Asset Management

Schroders subsidiary buys UK financial advice firm

May 26, 2022

This acquisition establishes a presence for Benchmark in Northern Ireland and will add over £120 million to the existing £2.1 billion of client assets in Benchmark’s national advice business.

Wealth and Asset Management

BMO Financial Group Reports Second Quarter 2022 Results

May 26, 2022

This collaboration brings innovative sustainable finance solutions to Canadian businesses, to help them transition from carbon-intensive operations to those that can eliminate or significantly reduce emissions, supporting our collective ambition for a net

Wealth and Asset Management

Cresent to Merge with Family Wealth Firm

May 26, 2022

The merger is expected to be complete within 30 days, pending regulatory approval.

Wealth and Asset Management

Oldest private bank in Andorra merge their Israel-based asset management firm

May 26, 2022

The oldest private bankers firm in Andorra, Andbank, will link its Israel-based asset management firm Sigma Investment House with Tel Aviv-based Clarity Capital Group.

Wealth and Asset Management

Credit Suisse has to cope with departures in Eastern Switzerland

May 26, 2022

However, staff turnover is no higher than before the Corona crisis

Wealth and Asset Management

Wealth Management Firm Acquired by Irwin Mitchell Division

May 26, 2022

The acquisition will expand Irwin Mitchell's wealth management team as it seeks to expand its range of wealth services available to clients.

Wealth and Asset Management

The winners of the Private Banking Switzerland Awards have been announced!

May 26, 2022

HSBC won for Outstanding International Player in Switzerland, Societe Generale was rewarded for Sustainable and Ethical Investment, and BNP Paribas won for Diversity and Inclusion.

Wealth and Asset Management

Schroders puts bond yields under the spotlight

May 26, 2022

Despite wafer-thin margins of safety from longer-dated yields, Schroders identifies relative value fixed income opportunities.

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