Wealth and Asset Management Archives - Page 151 of 1489

Morgan Stanley Closes Acquisition of EquityZen

January 28, 2026

“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies

Wealth and Asset Management

JPMorgan Plans More Private Bank Hires to Cater to France’s Rich

January 28, 2026

The lender plans to increase staff numbers “significantly” after boosting them by about 10% last year, she said.

Wealth and Asset Management

SJP ups UK equities positions and makes EMD move

January 28, 2026

Wealth manager seeking to adapt to a ‘late-cycle market environment’

Wealth and Asset Management

Goldmans Sachs buys stake in £3bn advice firm The Private Office

January 28, 2026

TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review.

Wealth and Asset Management

Morgan Stanley and Rothschild & Co lead European M&A financial advisory in 2025

January 28, 2026

Morgan Stanley advised on transactions with a combined value of $109.5bn during the year, topping the value chart.

Wealth and Asset Management

Wealth manager eyes growth with record model

January 27, 2026

Bosses at the Sunderland-headquartered company say the forecast increase leaves the business ready to “help thousands more clients achieve financial goals”.

Wealth and Asset Management

Sage Capital Management launches private banking service for institutional clients

January 27, 2026

In addition, Sage Capital Management has introduced a proprietary unified trading platform for liquidity, execution, risk management, and Transaction Cost Analysis (TCA).

Wealth and Asset Management

HSBC Malaysia Opens Premier Centre in Petaling Jaya to Boost Wealth Services

January 27, 2026

The centre provides personalised wealth solutions focused on accumulation, protection, and legacy planning, with private consultation and family rooms for client privacy.

Wealth and Asset Management

Morgan Stanley wants more from MUFG ties to be top in Japan

January 27, 2026

Through their two local joint brokerage ventures, the banking giants are looking to strengthen collaboration in wealth management, securities trading and investment banking, he said.

Wealth and Asset Management

Flagstar Bank Opens Private Client Office on Park Avenue in New York City

January 27, 2026

Second Private Client Office Opens, Showcasing a Reimagined Private Bank Experience and Flagstar's Commitment to Relationship-Driven Banking Across Key U.S. Wealth Hubs

Wealth and Asset Management

Norway’s Formue plans to unfreeze Europe’s wealth management landscape

January 27, 2026

Nordic wealth manager Formue is looking to scale its hybrid advisory model across Europe, without compromising its focus on clients, encompassing their purpose, family and legacy

Wealth and Asset Management

Formula 1 and Standard Chartered announce Official Partnership

January 27, 2026

This iconic partnership unites two organisations defined by the relentless pursuit of performance and distinctive global connectivity.

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