Paragon Capital Management Nets 20-Year Veteran
Based in Singapore, he will report to Paul Lee, co-founder, CEO and chief investment officer as well as Irene Ng, chief operations officer and compliance/risk officer.
Wealth and Asset Management
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Louisa Carruthers becomes Partner at Lincoln
Her promotion reflects the broad impact she continues to have at Lincoln, in addition to her role as Senior Portfolio Manager in our Investment team.
UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald
The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management
Partners Group targets wealthy with evergreen royalties fund launch
The fund, based on an existing strategy, invests across multiple sectors, including films, music and gas, aiming for annualised returns of 10%.
UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations.
Former CEO of Rochdale Launches Sandro Wealth Management for Elite Advisors
A New Private Wealth Firm, Sandro Wealth Empowers Advisors to Win the Top 10% of Wealthy Clients
Wealth Manager Joins Twenty Four Wealth
Kirpalani most recently co-managed more than $300 million in assets serving more than 330 clients at a Greenwich, Conn.-based wealth management firm.
Solveo Energies accelerates its energy transition development with a fundraising round of nearly €100 million led by Mirova
This is what enables us to roll out our projects in an agile and responsible manner, in line with local needs today.
Saffery Trust finalist in Private Client Awards
Nominated in the Private Client Trust Company category, the firm has already won this award twice before.
Zurich wealth firm takes over fund boutique
Point Capital Group is joining forces with Labha Investment Advisors in a deal which includes the latter's multi-asset fund.
Wealth manager highlights opportune chance to invest
The joint venture harnesses the strengths of both partners to offer world-class private banking services, bringing global wealth management excellence to the Thai market.
Nomura Asset Management Celebrates Major Wins at the EPF External Fund Managers Awards 2024 with Five Prestigious Honors
Nomura Asset Management Malaysia and Nomura Islamic Asset Management remain committed to pushing the boundaries of performance, resilience, and innovation in asset management, striving not just to meet expectations, but also to exceed them.