Wealth and Asset Management Archives - Page 1134 of 1548

5 women from Tilney short-listed for the 2021 Women in Financial Advice Awards

October 1, 2021

Prestigious annual awards champion contributions women have made in the financial advice sector. Read extracts from Tilney nominees’ written submissions and be inspired.

Wealth and Asset Management

Swiss Banker Cashes Out For A Fourth Time

October 1, 2021

Little-known outside of Switzerland, Fanconi is impeccably connected within Switzerland, including with ex-Pictet partner Boris Collardi and the wealthy Greek shipping family, Latsis.

Wealth and Asset Management

Leonteq Opens Lisbon office

October 1, 2021

Lisbon, Portugal was selected as Leonteq’s newest location due to several factors, including talent and sourcing opportunities, political stability, quality of life, time zone and cost considerations, and the company’s onsite presence was esta

Wealth and Asset Management

Canaccord Genuity Wealth Management completes acquisition of Adam & Company

October 1, 2021

The completion establishes the Company's entry into the Scottish market

Wealth and Asset Management

Deutsche Bank to cut Europe branches as it refocuses on wealthy clients

October 1, 2021

The bank is looking to consolidate its branch network in Italy and Spain

Wealth and Asset Management

Wanted! Pictet seeks new PM to help run giant Robotics fund

September 30, 2021

Swiss group on the hunt to add more investment expertise to $9.6bn strategy overseen by Citywire AAA-rated pair.

Wealth and Asset Management

Robeco partners with UBS to launch Engagement Fund focused on Sustainable Development Goals

September 30, 2021

The launch of RobecoSAM Global SDG Engagement Equities reflects the shared conviction of Robeco and UBS that engaging and having an active dialogue about SDG’s is vital in supporting positive change that benefits people and planet.

Wealth and Asset Management

Quarterly Investment Update – From great to merely good: is that good enough?

September 30, 2021

The recovery has come off the boil, but we think it will continue supporting the markets.

Wealth and Asset Management

Wealth Enhancement Group Joins Forces with Independent RIA

September 30, 2021

Fast-Growing Wealth Management Firm's 13th Integration in 2021 Elevates Total Client Assets to Over $50 Billion, Marks First Entry into Western New York Region

Wealth and Asset Management

Private Bank Briefing – September 2021

September 29, 2021

This edition’s Lessons from Enforcement covers a recent case examining the impact of non-financial misconduct on an individual’s fitness and propriety.

Wealth and Asset Management