Edinburgh wealth advisor acquired by new firm
Nine Edge has since moved quickly to secure its first acquisition of Edinburgh-based RMS Financial Ltd, a firm founded in 2013 by financial advisor Richard Murray.
Wealth and Asset Management
15321 articles found
ZKB places two systemically important banks positively on Credit Watch
The Zurich Cantonal Bank is reviewing the debt ratings of Raiffeisen Switzerland and UBS Group with a view to upgrading them. It has also modified its rating model for Swiss banks and is now publishing standalone ratings as well.
Composition Wealth Welcomes $900 Million Edgewater Wealth Management, Expanding Firm's Northwest Footprint
Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources
L&G and Manulife Wealth & Asset Management Announce Strategic Global Partnership
This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.
LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights
Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.
Santander, World’s Best Private Bank for HNW Clients
Santander Private Banking has been awarded 15 prizes by Euromoney magazine.
Standard Chartered strengthens digital wealth offering with upgraded mobile app and AI advisory
In 2024, Standard Chartered’s Wealth and Retail Banking division took a step in digital transformation with a series of enhancements across its mobile and advisory platforms.
Geneva boutique gets its Finma licence
Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.
Launch of the Piguet Active Prévoyance 60 LPP fund
The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.
Pictet raises over €400m for first direct private equity strategy
The Fund has a thematic focus on sub-sectors in B2B Services and Education that benefit from long-term growth tailwinds.
Affluent Market: The Greatest Potential for Digital Transformation in Wealth Management
In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size
Victory Capital withdraws from bidding war for Janus Henderson
Texas-based money manager’s decision to pull its proposal clears way for rival offer