Wealth and Asset Management Archives - Page 348 of 1496

Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report

April 11, 2025

This prestigious recognition highlights CFOs who have demonstrated exceptional leadership and strategic vision in the financial services industry.

Wealth and Asset Management

Maerki Baumann Grows Profit and Assets Across the Board

April 11, 2025

In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.

Wealth and Asset Management

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

April 10, 2025

With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.

Wealth and Asset Management

Envestnet teams with Blackrock to simplify access to custom models

April 10, 2025

Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale

Wealth and Asset Management

Gen Z wealth platform Alinea Invest raises $10.4 million

April 10, 2025

Now with over 1 million users — 92% women and 70% Gen Z — Alinea hit 6x revenue growth last year, reaching a $6M run rate with a team of just 10 people.

Wealth and Asset Management

Dubai's Mashreq to work with Goldman Sachs to cater for rich clients

April 10, 2025

As the number of high-net-worth individuals, keen for sophisticated investment strategies, increases in the region, a joint statement said services resulting from the collaboration would be available from this month.

Wealth and Asset Management

Who are wealth management’s Rising Stars?

April 10, 2025

Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list

Wealth and Asset Management

Can team leaders survive the private banking shake-up?

April 10, 2025

As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.

Wealth and Asset Management

Banque Heritage confirms its growth strategy with solid results

April 10, 2025

The Group increased its assets under management by 19%, further consolidating its positive trajectory.

Wealth and Asset Management

Citi Wealth restarts hiring engine with 10% targets

April 10, 2025

After a year of restructuring and high-profile exits, Citi's wealth business is shifting gears, aiming to hire private bankers and advisers in Asia.

Wealth and Asset Management

Pictet Takes the Crown from UBS Asset Management

April 10, 2025

Swiss players like Mirabaud and BCV improve their standing, while others lose ground.

Wealth and Asset Management

Wealthsimple acquires wealth management platform, Plenty

April 10, 2025

Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.

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