Wealth and Asset Management Archives - Page 299 of 1494

EFG International’s subsidiary Shaw and Partners agreed to acquire a 75% stake in New Zealand-based Investment Services Group

June 25, 2025

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 and Asset Management

Wealth transfer requires steep rise in investor knowledge

June 25, 2025

These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.

Wealth and Asset Management

Weatherbys head of financial planning achieves rare double

June 25, 2025

There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.

Wealth and Asset Management

Standard Chartered wraps up divestment of Tanzania operations to Access Bank

June 25, 2025

This handover concludes a strategic divestment announced in April 2022.

Wealth and Asset Management

Cosmofunding takes off – Vontobel’s platform sets course for Europe

June 24, 2025

The company is now taking off – with expansion plans beyond the DACH region.

Wealth and Asset Management

"Next Gen Wealth Advisor" Decisive Capital Management bankrupt, enters liquidation

June 24, 2025

The company notably lacked a FINMA asset management license, operating without formal regulatory oversight.

Wealth and Asset Management

Triple shortlisting for Saffery Trust for STEP Private Client Awards

June 24, 2025

The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.

Wealth and Asset Management

RBC Brewin Dolphin expands MPS with seven new model portfolios

June 24, 2025

The seven model portfolios will be rebalanced monthly in line with the current MPS range to reflect market changes and the central investment team’s asset allocation decisions.

Wealth and Asset Management

Millionaires on the Move: UK Braces for Historic Wealth Flight as Global Migration Peaks

June 24, 2025

The long-term implications for Europe and the UK’s economic competitiveness and investment appeal are significant.”

Wealth and Asset Management

Indosuez Wealth Management plans to acquire the “Wealth Management” clients of the BNP Paribas Group in Monaco

June 24, 2025

This acquisition would enable Indosuez Wealth Management to assert its leading position on the Monegasque market in which it has been present since 1922.

Wealth and Asset Management

Deutsche Bank Renews Office Management Agreement

June 24, 2025

The German lender has various office-related initiatives underway including the goal of achieving net zero carbon emissions by 2050, a global workplace utilization program and improving staff's workplace experience.

Wealth and Asset Management

Focus Partners Wealth Expands with Acquisition of David Wealth Management

June 24, 2025

Upon closing, David Wealth will be the second external acquisition for Focus Partners Wealth since its rebrand in January 2025

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