UBS Global Wealth Mgmt bets on energy, financials, Japan in reflation trade
"I think the equity bubble, if it exists, is certainly not as big as the bond bubble," he added.
Wealth and Asset Management
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2021 Charitable Gift Report
Charitable organizations need to be proactive in assessing and managing underwater gift annuities
Reyl buys stake in Geneva WM
The wealth manager’s co-founders, Olivier Bizon, Paul Kohler, Aksel Azrac and Jacques-Antoine Ormond, will retain the remaining 60%.
Zurich Italy acquires Deutsche Bank Financial Advisors Network
Agreement signals new era of partnership for the two financial institutions in Italy
Wealth portfolios bounce hard from first-quarter bust
All of Asset Risk Consultants’ private client indices saw better-than-average gains in the three months to the end of June.
Wealth Enhancement Group Acquires Serafini Financial Group, a Hybrid RIA Based in Maryland with $853 Million in Client Assets
Fast-Growing Wealth Management Firm's Latest Acquisition Expands its Presence in the Baltimore-Washington D.C. Region and Brings its Total Assets to More Than $39 Billion
J.P. Morgan Asset Management joins The Big Exchange
From the start of 2021, impact investment funds have grown 270 per cent topping GBP7.1bn, with one in three consumers since the start of the pandemic, ranking sustainability within their top three buying criteria.
Investec shortlisted for key Citywealth industry awards
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
Asia Wealth Group on acquisitions hunt after revenue growth
Asia-focused investor in wealth management businesses - Posts
New solution to facilitate wealth managers investing into Mercer Private Markets Solutions
Mercer’s private markets solutions are designed to offer investors access to a wide spectrum of asset classes including private equity, private debt, infrastructure, real estate and sustainable themed opportunities.
Transaction fees coming down; execution services nearly zero, says IIFL Wealth
“Both wealth management and asset management, fortunately for us, have a large tailwind for the next 2-5-10 years and both will continue to grow."
Noah Holdings' Outlook Upgraded to Stable by S&P Global Ratings; Investment Grade "BBB-" Rating Affirmed
The stable outlook also reflects reduced litigation risk associated with Camsing incident," stated S&P in its research update.