Wealth and Asset Management Archives - Page 344 of 1540

AFH Wealth Management nets £250M debt refinancing from Ares

June 13, 2025

Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.

Wealth and Asset Management

JP Morgan tops advisory record

June 13, 2025

Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership.

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Swiss asset managers face margin pressure despite growth

June 13, 2025

A new report by the Asset Management Association shows industry profitability is increasingly reliant on growing managed assets rather than margin expansion.

Wealth and Asset Management

Welsh SJP partner firm gains Chartered Firm status

June 12, 2025

Nine Wealth Management is a partner firm with St James’s Place and specialises in working with senior corporate executives.

Wealth and Asset Management

Siebert invests in wealth management platform FusionIQ

June 12, 2025

The alliance will integrate FusionIQ's technology into Siebert, aiming to improve its digital services and investment workflows.

Wealth and Asset Management

Asset Managers Seek Recipe for Further Growth

June 12, 2025

The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.

Wealth and Asset Management

Baloise Swiss Property Fund: Issue conditions of the planned capital increase 2025

June 12, 2025

The capital increase is intended to generate additional funds to be used to acquire a real estate portfolio of up to eleven properties for a purchase price of up to CHF 209.6 million.

Wealth and Asset Management

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

June 12, 2025

The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.

Wealth and Asset Management

From haute cuisine to wealth wisdom: Inside DBS Bank’s new vision for private banking

June 12, 2025

For the bank’s Carol Wu, the future of wealth management is as much about curating experiences as it is about crunching numbers

Wealth and Asset Management

Nine Wealth Management achieves CISI Chartered Firm™ status

June 12, 2025

CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

Wealth and Asset Management

Predicting the flame: how AI is reshaping our response to wildfires

June 12, 2025

Though a natural feature of many ecosystems, the frequency, scale, and impact of wildfires are intensifying.

Wealth and Asset Management

Three-pronged approach guides Niven’s £4bn multi-asset team through tariffs

June 12, 2025

Being nimble, regularly rebalancing risk and staying on top of sustainability have helped Citywire AA-rated Paul Niven and the Columbia Threadneedle UMAP team navigate Trump's 'Liberation Day'.

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