Wealth and Asset Management Archives - Page 249 of 1490

Wealth and Asset Management Leaders Launch Global Study on AI and Transformative Technologies Reshaping the Investment Industry

September 4, 2025

In-depth and unprecedented global study, spanning 16 countries, will analyze how investment firms will harness AI across their front, middle, and back offices to meet rapidly changing customer and employee needs

Wealth and Asset Management

Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”

September 4, 2025

Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.

Wealth and Asset Management

Lombard Odier inaugurates landmark new headquarters in Geneva

September 4, 2025

As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.

Wealth and Asset Management

FS Partners becomes part of the Valtus Group

September 4, 2025

Swiss customers benefit from global strength with the usual quality

Wealth and Asset Management

Clifton Wealth adds £146m with pair of acquisitions

September 4, 2025

The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.

Wealth and Asset Management

Evelyn Partners to kick off sale process next month

September 4, 2025

Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant

Wealth and Asset Management

State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

September 4, 2025

The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.

Wealth and Asset Management

Michele De Michelis, of Frame Asset Management, is our Fund Selector of the month

September 4, 2025

Michele De Michelis: experience, method, and passion in scouting the best European managers.

Wealth and Asset Management

Standard Chartered intensifies wealth push

September 4, 2025

The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery

Wealth and Asset Management

Brown Shipley cuts costs with ‘planned decrease in staff numbers’

September 3, 2025

More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.

Wealth and Asset Management

LLB signs referral agreement with Rothschild & Co Bank AG for Middle East

September 3, 2025

Liechtensteinische Landesbank AG has operated in the Middle East for 20 years. After an in-depth analysis, it has decided to withdraw from its two business locations in Dubai and Abu Dhabi.

Wealth and Asset Management

Quilter adds ZEDRA as professional trustee service provider

September 3, 2025

For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.

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