Wealth and Asset Management Archives - Page 361 of 1496

CFRA Research Chosen by LGT Private Banking as Exclusive Global Equity Research Provider

March 24, 2025

CFRA provides LGT’s investment professionals with industry-leading global fundamental equity research through their MarketScope Advisor Platform and product shelf.

Wealth and Asset Management

7IM reports platform assets gross inflows exceed £1bn

March 21, 2025

Net flows, over the same period, were the third highest ever reported by the business.

Wealth and Asset Management

Lumin Wealth expands with RBS Associates mortgage acquisition

March 21, 2025

RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.

Wealth and Asset Management

Morningstar UK Fund Awards 2025: The Winners Revealed

March 21, 2025

From 15 fund categories there could only be five winners - and only one overall best asset manager.

Wealth and Asset Management

Northern Trust Asset Management Receives 2025 LSEG Lipper Fund Award for Best Equity Large Fund Group

March 21, 2025

Based on Lipper's quantitative, proprietary methodology, the awards reflect an independent assessment of performance over a three-year period.

Wealth and Asset Management

Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State list

March 21, 2025

Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.

Wealth and Asset Management

JP Morgan AM and BOCHK tie up for high dividend share classes

March 21, 2025

The income share classes on two JP Morgan Asset Management funds will be exclusively available to Bank of China Hong Kong customers.

Wealth and Asset Management

Waverton celebrates double victory at the 2025 PAM Awards

March 21, 2025

Waverton was also shortlisted in two more performance categories for our Growth Portfolios and Total Wealth Planning - HNW.

Wealth and Asset Management

The National Bank Eases Further

March 20, 2025

After that, most observers expected another small rate cut to follow in March.

Wealth and Asset Management

Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes

March 20, 2025

One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.

Wealth and Asset Management

11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

March 20, 2025

The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Wealth and Asset Management

Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium

March 20, 2025

Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.

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