Wealth and Asset Management Archives - Page 165 of 1490

HSBC agrees to pay £260m to settle dividend fraud case in France

January 9, 2026

Several large France-based banks have been under investigation over their alleged use of a scheme to avoid certain taxes linked to the payment of dividends.

Wealth and Asset Management

Greece emerges as a magnet for the world’s ultra-rich

January 9, 2026

The report points to a sharp rise in cross-border relocation among high-net-worth individuals-defined as those with assets exceeding $1 million.

Wealth and Asset Management

Apex and Allfunds partner on offshore investment access

January 9, 2026

The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.

Wealth and Asset Management

Battistelli Holland Wealth Management Group of Stifel named to Forbes’ Best-in-State Wealth Management Teams list for third consecutive year

January 9, 2026

The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.

Wealth and Asset Management

LGT Global Outlook 2026: A “world in mid-sentence,” as investors navigate recalibrating markets

January 8, 2026

The Outlook identifies three key themes for 2026 that are particularly relevant for diversification decisions.

Wealth and Asset Management

Record 29 William Blair Teams Named by Forbes as Best-in-State

January 8, 2026

William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.

Wealth and Asset Management

Citi Wealth Releases Macroeconomic and Markets View for 1Q 2026

January 8, 2026

Staying Grounded in a Noisy World

Wealth and Asset Management

Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform

January 8, 2026

Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies

Wealth and Asset Management

Brooks Macdonald combines Distribution and Investment teams

January 8, 2026

The new structure will enable closer collaboration across the organisation, allowing Brooks Macdonald to work more effectively and efficiently to serve its existing clients, broaden client reach, and maximise its investment expertise and performance.