Addepar acquires AdvisorPeak
To streamline portfolio rebalancing and trading for wealth managers
Wealth and Asset Management
15471 articles found
HSBC Holdings 3Q 2021 Earnings
This was reflected in more consistent top-line growth, robust lending pipelines across our businesses, and rising trade and mortgage balances.
Search for New UBS Overseer Narrows
Hildebrand has met recently with both Weber and the UBS director leading the succession
Ares Management Corporation Launches Ares Wealth Management Solutions
Raj Dhanda Named Ares’ Global Head of Wealth Management
European ABS and CLOs Resilient Amid Volatility
Q4 has just started, but for now, we welcome the strength of our market and the relative value opportunities that it offers.
UBS Selling Onshore Business in Spain
The deal is expected to be completed by the third quarter of 2022.
Amundi chair Yves Perrier named Editor’s Choice in FN’s Asset Management Awards
Perrier forged a reputation as one of Europe’s most successful dealmakers during his decade in charge of the French fund manager
Macquarie Asset Management acquires alternative investment firm
The agreement underscores MAM’s commitment to offering individual investors a diversified platform of institutional-quality alternative investments managed by Macquarie and other leading sponsors.
Credit Suisse Confident on GFG Road Map
In a bid to recoup the debts, the bank finds itself in the unusual position of helping breath new life into Gupta's companies.
Fintech opens Zurich wealth management hub under PB veteran
Estating offers fractional access to individual property investments.
UBS: Perspectives of a Champion
In comparison, UBS can only shine - although it is also postponing risks with the appeal process in France and the preliminary investigations in the Netherlands for a criminal investigation against bank boss Hamers.
SEI Announces Acquisition of Atlas Master Trust
Deal Supports Long-Term Business Growth and Enhanced Member Outcomes