Alberto J. Safra Launches New Asset Manager in Geneva
Alberto J. Safra has launched the new asset manager, ASA Asset Management Switzerland, this February.
Wealth and Asset Management
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Nomura to Establish Banking Division
Nomura recognized the importance of enhancing its efforts to provide a diverse range of high-quality services through its Banking businesses.
A new era for fixed income investors
That also presents investors with a potential opportunity in fixed income.
Bank Avera achieves positive business results in 2024
The year 2024 will be remembered as a year full of conflicts and political crises, with increasing geopolitical risks.
Leonteq publishes agenda for the Annual General Meeting 2025
The Board further proposes the election of Sylvia Steinmann as a new independent member of the Board of Directors.
Perpetual profit crashes following KKR deal falling through
While no break fee was triggered, KKR has left the door open to pursue further damages.
Sage Wealth Management signs new lease on Hexham office
Sage Wealth Management are aiming to reinforce their business commitment to the community and strengthen the Hexham team.
Shaping the Future of Wealth Management: Key Trends for 2025 and Beyond
At the same time, the generational shift among investors will demand a new level of digitalisation.
Aquiline to Acquire SEI’s Family Office Services Business
SEI’s Archway Platform is designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families.
Raymond James strengthens private capital business and investment offerings, announces two appointments
Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth
15 Rich and Famous People Who Were Born Wealthy
Either way, these stars have used their talents to pave their own road to riches.
Will Evelyn’s wealth refocus trigger a sale in 2026?
It’s understood that a sale to a bank or PE firm is likely next year.