Wealth and Asset Management
15489 articles found
Odey Asset Management sees profits soar to £40m
Crispin Odey’s profit share increases tenfold
New wealth firm launches AIM IHT portfolio with value focus
O-IM, which was established by two former JP Morgan directors, has launched an AIM IHT portfolio with a focus on 20 value-based businesses.
Texas Team With $700M AUA Joins Private Wealth From Wells Fargo
The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.
Italy’s top private bank to allow users to buy Bitcoin
The private bank will become the country's first to offer direct crypto purchases.
These makers of the financial world could surprise in 2022
This coming April, the Swiss will stand for election together with the designated UBS President Colm Kelleher - an Irishman with a Wall Street past.
Wealthy Brits refocus portfolios ethically 'with urgency'
Those views include putting a high value on investments that balance profit with purpose.
UBP sees up to 10% returns for global equities in 2022
2022 is set to mark a full global economic recovery. But equity investors will face speed bumps on the road to normalisation, UBP projects.
Kingswood completes “milestone” acquisition
It completed the acquisition of Metnor Holdings, the holding company for IBOSS Asset Management (IBOSS) and Novus Financial Services (Novus), following the receipt of regulatory approval at the end of 2021.
MAI Capital acquires two wealth management firms
Regal, which was launched in 2020, offers wealth management services such as goals-based investment management, tax planning, legacy planning, and assistance with both business and personal financing.
More On Independent Digital Ecosystems as the Future of Wealth Management
Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors
Canaccord Genuity Announces Completion of Acquisition
All existing employees of Sawaya Partners will continue with the Company's U.S. capital markets business.