Hoxton Wealth Gains Approval to Operate in DIFC
This is a significant stamp of legitimacy and opens doors for more robust operations and client engagement in the region.
Wealth and Asset Management
14916 articles found
Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation
Patrick Thomson: «Switzerland’s Potential Is Far From Exhausted»
Switzerland has made significant progress in this space—but the full potential hasn’t yet been realized.
Former UAE bankers get into wealth management as more millionaires take up residence
'Around 30,000 ultra-rich will call UAE home in next 5 years', says Wealthbrix's Khanna
Wealth managers gear up to put UK savings into private assets
Talks with private capital firms have focused on operational hurdles for retail customers
Liontrust insists it is ‘well placed’ despite profit dip
The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.
EFG International’s subsidiary Shaw and Partners agreed to acquire a 75% stake in New Zealand-based Investment Services Group
This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.
Wealth transfer requires steep rise in investor knowledge
These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.
Weatherbys head of financial planning achieves rare double
There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.
Standard Chartered wraps up divestment of Tanzania operations to Access Bank
This handover concludes a strategic divestment announced in April 2022.
Cosmofunding takes off – Vontobel’s platform sets course for Europe
The company is now taking off – with expansion plans beyond the DACH region.
"Next Gen Wealth Advisor" Decisive Capital Management bankrupt, enters liquidation
The company notably lacked a FINMA asset management license, operating without formal regulatory oversight.