Wealth and Asset Management Archives - Page 364 of 1496

LGT sees 16 % increase in AuM while further investing in growth and digitalisation

March 18, 2025

LGT continued to invest in the further expansion of its international presence and technology platforms, making significant progress in both areas.

Wealth and Asset Management

Julius Baer to enter Italian onshore market

March 18, 2025

Julius Baer is expanding its presence in Europe by setting up a dedicated branch in Italy.

Wealth and Asset Management

Bonuses restored to forgiven Julius Bär managers

March 18, 2025

Bonuses increased again in the 2024 financial year, as did the total compensation of top managers and the board of directors.

Wealth and Asset Management

Julius Baer pays interim CEO $6.6 million in 2024

March 18, 2025

In 2023, Dreckmann’s predecessor, Philipp Rickenbacher, received compensation of 1.7 million Swiss francs in the wake of hefty losses the Swiss bank reported from its exposure to collapsed property group Signa.

Wealth and Asset Management

HSBC and UBS expand India wealth management arms after IPO boom

March 18, 2025

Banks to offer bespoke services and cater to households outside big cities as record listings create new millionaires

Wealth and Asset Management

HSBC, UBS Expanding Wealth Management in India, FT Says, Citing Sources

March 17, 2025

UBS is looking to buy Indian wealth management company 360 ONE, the FT reports. HSBC said in January that it plans to double its branches in India.

Wealth and Asset Management

Summit Financial invests in New Jersey’s Gateway Advisory

March 17, 2025

Gateway Advisory specialises in investment advice, tax planning, risk management, and wealth transfer planning.

Wealth and Asset Management

FNEX launches alternatives platform for US wealth managers

March 17, 2025

With a commitment to elevating client portfolios, the FNEX Alternatives Market empowers wealth managers with tools to access diverse boutique investment strategies

Wealth and Asset Management

Integrated Partners Adds $331M Prout Financial to Network

March 17, 2025

The Traverse City, Mich.-based advisors will join Integrated’s advisor network while continuing to host their weekly local radio show on financial literacy

Wealth and Asset Management

TrinityBridge – the renamed Close Brothers AM business- begins new chapter as an independent wealth manager with £35m investment

March 17, 2025

A central focus of this investment is the development of a new investment platform, which is being built through strategic partnerships with industry-leading firms.