Cresset Advisors Named to Barron's Top Financial Advisors List
The Barron's ranking methodology is based on data provided by approximately 6,000 advisors.
Wealth and Asset Management
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Julius Baer CEO's Big Payday
The executive board collectively got a raise as well, with the nine members sharing 35.5 million francs in 2021, up from 32.1 million the year before.
Edelweiss group plans to demerge wealth management arm
The listing will happen through demerger of EWM from EWM holding company (Edelweiss Securities, which was a subsidiary of Edelweiss Financial Services).
Blackstone Plans Fund for People With Millions Not Billions
The fund would potentially offer multimillionaires exposure to a swath of assets unavailable on public markets, such as Silicon Valley unicorns, closely held corporations and even stakes in other buyout shops
Coutts to Stop Investing in Russian Assets
In line with our investment principles, we’re removing Russian assets from our client portfolios and funds.
Mirabaud Announces an Increase in its Assets Under Management, With Positive Net New Money
Mirabaud also continued to expand its Private Equity offering, especially in the areas of lifestyle, impact and innovation.
Digital Integration in Wealth Management 2022
Operating within an increasingly digital landscape and serving next-generation clients
Oppenheimer launches wealth management technology platform
The platform uses behavioral science for client journey mapping, as well as improving digital engagement and the advisor-client relationship.
Santander Private Bank launches new HNW service in Uruguay
The new service resides within Santander Select, the firm’s private banking unit in Uruguay which focuses on investments.
Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments
Wealth managers are the ideal advisors for clients seeking private market opportunities as they have unmatched multi-disciplinary capabilities, relationship-building skills, and institutional clout.
LGT: Open Banking and Open Wealth Are Leading the Way
It has been a strategically important business area for us for 30 years and includes not only asset managers but also multi family offices, fund management companies, trust companies and law firms.
Signal Failure by Tim Price
The word “propaganda” used to have a comparatively innocent meaning. It was how the Church sought a way of propagating the faith. Then came the ‘Great War’..