DeVere Group reports AUM growth to $14bn
A ‘convergence of factors are reshaping the global wealth management landscape’
Wealth and Asset Management
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RBC Wealth Management congratulates financial advisors recognized as top brokers under 40 by Financial Planning
Both annual lists rank advisors by production totals.
Evelyn Partners International relocates to new office in St. Helier
Team in Jersey bolstered with flurry of new hires
Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund
Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund
Charles Stanley eyes active ETFs for sustainable portfolios
Paris Jordan believes that active ETFs can align with the regulator’s sustainable investment regime.
Increase in the annual result for 2024 and the distribution to the canton
Operating profits rose to 236.5 million francs, an increase of 12.3 million francs.
Evelyn Partners ramps up partnership with Alfred Dunhill Padel Classic at The Hurlingham Club
Evelyn Partners has strengthened its commitment to event – one of the world’s finest celebrity pro-am padel tournaments – with a multi-year tie-up.
HSBC Holdings plc Annual Results 2024
Each targeted action we are taking is designed to unlock HSBC’s full potential.
Marsh McLennan’s Mercer to Acquire SECOR Asset Management
As part of the agreement, SECOR’s more than 40 colleagues in New York and London will join Mercer upon completion of the transaction.
UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists
Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families.
EFG International reports full-year 2024 results
Highest dividend ever with CHF 0.60 per share proposed for the financial year 2024, up 9% compared to 2023
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.