Wealth and Asset Management Archives - Page 363 of 1496

FirstBank targets high-net-worth individuals with new private banking service

March 19, 2025

This move comes as Ghana’s economy continues to recover from recent debt challenges, with a growing class of wealthy individuals seeking sophisticated financial services.

Wealth and Asset Management

Evelyn Partners to host Personal Injury and Court of Protection Masterclass for Legal Practitioners

March 19, 2025

The full-day event, which runs from 9am to 5pm will include two networking sessions with attendees also able to request certificates of attendance after the event.

Wealth and Asset Management

Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40

March 19, 2025

They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms.

Wealth and Asset Management

Advyzon powers Indivisible Partners wealth platform

March 19, 2025

Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options.

Wealth and Asset Management

Citi Private Bank Launches Philanthropy Advisory Solutions in Asia

March 19, 2025

New philanthropy advisory solutions with two charity partners support rising client demand for philanthropy services

Wealth and Asset Management

Deutsche Bank and DWS launch private credit cooperation

March 19, 2025

As part of the cooperation, DWS will have preferred access to certain asset-based finance and direct lending opportunities originated by Deutsche Bank.

Wealth and Asset Management

Hampden Bank Moves to New Edinburgh Office and Rebrands

March 18, 2025

Hampden Bank is set to report continued growth in its 2024 annual results next month and will mark its 10-year anniversary in June.

Wealth and Asset Management

StanChart unlocks new alternative investment opportunities for U/HNWIs

March 18, 2025

Standard Chartered Global Private Bank is committed to supporting clients with rigorous due diligence, specialised expertise and access to exclusive opportunities in this niche.

Wealth and Asset Management

Corporate loans: How Raiffeisen benefits from the CS exit

March 18, 2025

The cooperative bank doesn't want to establish its own credit research department – but is keeping a back door open.

Wealth and Asset Management

Switzerland needs a major international bank

March 18, 2025

To prevent this from happening again in the future, the Swiss Bank Employees Association is calling for a new penal code for top managers who steer a bank into ruin.

Wealth and Asset Management

Phoenix to launch retirement advice service

March 18, 2025

The pension provider indicates that it will seek to enter the advice market as it looks to ‘leverage the opportunities that the retail market presents’.

Wealth and Asset Management

Close Brothers Shares Plummet as Margins Come Under Pressure

March 18, 2025

That’s slightly below the 7.1% it had in the six months ending Jan. 31 and it’s also less than the 7.2% analysts were expecting.

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