Wealth and Asset Management

15496 articles found

Wealth and Asset Management

Zoe Announces Partnership With Female-Led RIA

March 29, 2022

This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.

Wealth and Asset Management

Chinese HNW and UHNW Clients – Wealth Structuring & Planning for the World Ahead

March 28, 2022

But China’s HNWIs and UHNWIs and their families ignore these dramatic events and changes at their peril and should be organising their estate and legacy planning and structures in anticipation of more changes to come.

Wealth and Asset Management

Mizuho Targets Cash-Poor Millionaires in Wealth Management Push

March 28, 2022

Mizuho sees growth in loans for individuals running startups

Wealth and Asset Management

ZEDRA acquires Jersey trust Company

March 28, 2022

The firm also has over a decade of experience providing trustee services to private equity and real estate institutional funds.

Wealth and Asset Management

Credit Suisse Board Pressured on Accountablity

March 28, 2022

At the heart of the argument is the bank's internal report on the Greensill funds, which collapsed last year causing the bank to freeze $10billion of client funds.

Wealth and Asset Management

Was 2021 the last record year for Swiss banks?

March 28, 2022

UBS is again the top wealth manager, more than double second-placed Credit Suisse

Wealth and Asset Management

A new hope for wealth and investment managers?

March 28, 2022

The greatest challenge to the industry to continue the current level of growth is most likely to be how to achieve scalable and cost-managed growth.

Wealth and Asset Management

UniCredit to absorb Cordusio SIM to bolster footprint in Italy

March 28, 2022

Cordusio SIM specialises in wealth management as well as offers asset management, investment services and financial advice among other services.

Wealth and Asset Management

Credit Suisse Board Pressured on Accountablity

March 28, 2022

Chair Axel Lehmann has received pressure from shareholders in recent weeks to remove the discharge vote from the agenda

Wealth and Asset Management

Highvern wins European award for its fund administration services

March 28, 2022

This news follows further recognition of the company

Wealth and Asset Management

ZKB drops Swisscanto Invest brand for professional investors

March 28, 2022

Swisscanto as a brand will still be used on funds, and Swisscanto as a pension brand will keep publishing its Pension Fund Survey.

Wealth and Asset Management

RIAs Consolidate under the Kingswood Wealth Advisors Brand

March 25, 2022

These changes will allow the firm to create a better, more efficient service model that capitalizes on economies of scale.

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