Wealth and Asset Management
15500 articles found
Analytics transformation in wealth management
Modernization can be game changing when it targets the role of RMs.
Waverton Announce Launch of Equity MPS
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.
Royal Bank of Canada CEO seeks to expand wealth management arm in U.S., Europe: Bloomberg
The bank is looking at deals in "wealth distribution in Europe to enhance our European and global wealth franchise," McKay says.
Lombard Odier Investment Managers launches Fallen Angels Recovery strategy
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.
Kingswood U.S. Recruits $295 Million in Total Client Assets with Addition of Seven Independent Financial Advisors and Practices
New Recruits Include Fee- and Commissions-based Practices in California, Colorado, Michigan, New York and Texas
Credit Suisse Tasks Swiss Firm With Purchasing
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 manager's ink collaboration deal
The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank
Bernstein Private Wealth Management launches new Financial Advice Series 'Let’s Talk'
Roundtable Discussions Will Spotlight Some of the World’s Most Innovative Investors, Including Actress and Producer Rosario Dawson
iFast to acquire 85% stake in UK digital bank
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.
SJP mandate termination hurts Magellan FUM
This was divided between $30 billion in retail and $64 billion in institutional.
2022 predictions: wealth managers
Min Lan Tan, head chief investment office at UBS Global Wealth Management