Wealth and Asset Management Archives - Page 1091 of 1549

UBP Asia CEO Michael Blake on Building new Pillars of Growth in Asia on Solid Wealth Management Foundations

January 11, 2022

Having more than doubled its assets under management (AUM) since 2016, UBP's wealth and asset management businesses at the end of 2020 manage more than USD 30 billion across Asia.

Wealth and Asset Management

Rathbones FUMA up 25%

January 11, 2022

Update for the year ended 31 December 2021.

Wealth and Asset Management

Analytics transformation in wealth management

January 11, 2022

Modernization can be game changing when it targets the role of RMs.

Wealth and Asset Management

Waverton Announce Launch of Equity MPS

January 11, 2022

This new portfolio will join the existing range which have all seen top-quartile performance across all time periods for the past decade and will be available across over twenty platforms, allowing easy access for financial advisers and their clients.

Wealth and Asset Management

Royal Bank of Canada CEO seeks to expand wealth management arm in U.S., Europe: Bloomberg

January 11, 2022

The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.

Wealth and Asset Management

Lombard Odier Investment Managers launches Fallen Angels Recovery strategy

January 11, 2022

Our market leading investment team, which combines fundamental credit analysis, systematic capabilities and crossover experience, is committed to capture these opportunities and generate attractive returns for our clients.

Wealth and Asset Management

Kingswood U.S. Recruits $295 Million in Total Client Assets with Addition of Seven Independent Financial Advisors and Practices

January 11, 2022

New Recruits Include Fee- and Commissions-based Practices in California, Colorado, Michigan, New York and Texas

Wealth and Asset Management

Credit Suisse Tasks Swiss Firm With Purchasing

January 11, 2022

The Swiss bank officially handed over purchasing to a local firm. The measure forms part of a raft of spending cuts it is targeting in the wake of an annus horribilis.

Wealth and Asset Management

Wealth manager's ink collaboration deal

January 11, 2022

The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank

Wealth and Asset Management

Bernstein Private Wealth Management launches new Financial Advice Series 'Let’s Talk'

January 11, 2022

Roundtable Discussions Will Spotlight Some of the World’s Most Innovative Investors, Including Actress and Producer Rosario Dawson

Wealth and Asset Management

iFast to acquire 85% stake in UK digital bank

January 10, 2022

The proposed acquisition in the UK bank will allow the Group to acquire a banking licence in the UK, a reputable jurisdiction and a global financial centre.

Wealth and Asset Management

SJP mandate termination hurts Magellan FUM

January 10, 2022

This was divided between $30 billion in retail and $64 billion in institutional.

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