Wealth and Asset Management Archives - Page 308 of 1494

Swiss bank customers: Dissatisfaction with interest rates is the greatest

June 10, 2025

In this year's representative online survey, the comparison service moneyland.ch examined the satisfaction of the Swiss population with their banks and banking products.

Wealth and Asset Management

Tatton AM sees record £3.7bn inflows

June 10, 2025

AUM also increased by 24%

Wealth and Asset Management

Brooks Macdonald launches Retirement Strategies to deliver clarity, choice, and confidence to advisers and clients

June 10, 2025

These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.

Wealth and Asset Management

Marsh McLennan’s Mercer to acquire Fundhouse

June 10, 2025

The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector

Wealth and Asset Management

Oakglen Wealth acquires Homebuyer Financial Services Limited

June 10, 2025

This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.

Wealth and Asset Management

LGT recognised at the PWM Wealth Tech Awards 2025

June 10, 2025

At the 2025 awards, LGT – participating for the first time – was recognised as Best Private Bank for ESG Technology.

Wealth and Asset Management

Harneys wins Specialist Wealth Management Award from WealthBriefingAsia

June 10, 2025

The awards celebrate the best in the wealth management industry, recognising outstanding achievement, innovation, and excellence across various categories.

Wealth and Asset Management

Nordnet Launches Major Private Banking Initiative – Aims to Become a Leader in Sweden

June 10, 2025

In addition to the new customer categories, Nordnet's Private Banking service has received a new design, updated prices for stock trading, and a progress bar showing the customer's position between the different categories.

Wealth and Asset Management

StanChart: UAE Becoming Important Wealth Contributor

June 10, 2025

In December last year, Standard Chartered announced its target of attracting $200 billion of net new money over the next five years for its wealth management unit.