Strategic wealth management in Campbell River for life’s evolving needs
That larger picture includes financial planning, retirement planning, estate planning and elements of tax and insurance planning.
Wealth and Asset Management
15335 articles found
Switzerland Residency by Investment 2026: A Strategic Playbook for Global CEOs
Switzerland residency by investment: who this is really for
EFG International to acquire Zurich-based private bank Quilvest Switzerland
The closing of the transaction is expected in the third quarter of 2026 and subject to regulatory approval.
Intesa Sanpaolo's New Business Plan Focuses on International Growth, Technology, and Wealth Management
The strategy will prioritize organic growth, with no consolidation targets, in order to avoid Antitrust restrictions in a now saturated domestic market.
Federated Hermes plans to open Hong Kong office
The Hong Kong office will add to the US asset manager's Asia Pacific offices in Singapore, Tokyo and Sydney.
Helvetia Baloise intends to merge asset management units
Helvetia Asset Management AG will be dissolved upon registration of the merger in the commercial register.
Merit Financial Advisors Acquires $260M SSC Wealth
As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors
SNB makes adjustment to the interest rate on sight deposits
Reduction of the factor for the limit from 16.5 to 15
UBS Global Wealth Management on why innovation is the true differentiator
Spear's award winner 2025: Despite its 163-year history, UBS continues to push the boundaries of modern wealth management through digital innovation and client choice
UBS Announced as Sponsor of Play Celebrating Local Talent in Jersey
Half of the cast is made up of local performers, supporting Jersey-based creative talent and strengthening the Island’s cultural sector; a commitment shared by UBS.
Nominate standout talent for the Wealth Professional Awards 2026
Help recognise Canada’s top advisors at Liberty Grand on 4 June 2026 – nominations close 13 February
Barclays and FactSet enter a multiyear strategic agreement
FactSet will provide Barclays with access to a comprehensive suite of its products, data, and enabling solutions alongside ways of working to ensure delivery of the best solutions for customers and clients.