Wealth and Asset Management Archives - Page 1071 of 1549

Sanctuary Announces First Deal in Partnership Program

February 15, 2022

Sanctuary has taken minority stakes in those firms and helped them create an entity called 6 Degrees with the intention that the firms launch an acquisition strategy in the Southwest.

Wealth and Asset Management

Butterfield declares 2021 profit of $162.7m

February 15, 2022

“With an improved interest rate outlook for 2022, we are well positioned with Butterfield's historically asset sensitive balance sheet."

Wealth and Asset Management

FNZ raises $1.4b in one of largest ever funding rounds in wealth management

February 15, 2022

This was one of the largest ever primary equity raises in the wealth management sector as FNZ looks to firmly expand geographically and innovate.

Wealth and Asset Management

Discussing top trends in 2022 for the Wealth Management sector

February 15, 2022

Firms need to deploy exciting ways to gain the audience’s attention and win new clients

Wealth and Asset Management

Zoe inks partnership with Wealth Manager

February 15, 2022

Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.

Wealth and Asset Management

Blackstone acquires majority stake in wealth management firm

February 14, 2022

The deal, which according to market participants valued the company at around $1 billion, was through a secondary transaction with senior employees also selling an 11% stake to Blackstone. Blackstone and ASK Group declined to comment on the financial term

Wealth and Asset Management

HSBC trims private bank staff and reduces office space in Switzerland

February 14, 2022

Lender relocates some workers to cheaper countries as it continues cost-cutting push

Wealth and Asset Management

HSBC’s Private Bank Plans Zurich Hires as Part of Wealth Push

February 14, 2022

The expansion comes as the bank reduces the size of its Geneva office as part of a pandemic-driven shift to flexible work, in addition to moving more back-office operations to cheaper locations.

Wealth and Asset Management

CREALOGIX wins the IBM Ecosystem Award 2021

February 14, 2022

By winning the IBM Ecosystem Award in the category Innovation Partner of the Year, CREALOGIX stresses its position as a developer of innovative solutions in digital banking.

Wealth and Asset Management

Tavistock backs out of £3.7m IFA acquisition

February 14, 2022

Deal is no longer in the firm’s ‘strategic interests’

Wealth and Asset Management

Are Swiss banks’ glass ceilings for women ready for a real shattering?

February 12, 2022

As one of the world’s most conservative financial preserves, Switzerland’s clannish private banks have in recent years had to adapt to a changing world

Wealth and Asset Management

CAIS Brings Customized Alternatives Platform to Focus Financial Firms

February 11, 2022

The CAIS Platform will make alternative investment strategies seamlessly available

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