Wealth and Asset Management Archives - Page 392 of 1500

Wealth and Asset Management

Zürcher Kantonalbank achieves very pleasing group profit – canton and municipalities participate more than ever

February 7, 2025

The bank has strong capitalization; the values significantly exceed the regulatory minimum requirements

Wealth and Asset Management

Bank WIR achieves new records in 2024

February 7, 2025

A dividend increase will be proposed to the General Meeting.

Wealth and Asset Management

Vontobel delivers strong growth in profitability

February 7, 2025

Net profit was up by 24 percent to CHF 266 million. Return on equity increased to 12.3 percent.

Wealth and Asset Management

Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group

February 7, 2025

$360 Million RIA Joins Osaic's Corporate RIA in Greater Tampa Area

Wealth and Asset Management

Nomura Asset Management Incorporates Skills of Outside Directors and Business Opportunities for Nature-positive into ESG Scoring

February 7, 2025

In addition to financial data, NomuraAM believes it is essential to reflect non-financial data in company evaluations and make investment decisions based on these evaluations, in order to increase the added value of its investments.

Wealth and Asset Management

Swiss Bank Employees Association (SBEA) on the mass redundancies at Julius Baer

February 7, 2025

It must remain a Swiss bank, where social partnership plays a central role in the interest of all employees in the sector.

Wealth and Asset Management

HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham

February 6, 2025

The move to Finsbury Circus reflects the Bank’s confidence in the City of London.

Wealth and Asset Management

PKB-owned bank is negotiating a merger

February 6, 2025

Cassa Lombarda is 99.5% owned by PKB Private Bank, which is headquartered in Lugano.

Wealth and Asset Management

Santander wealth and insurance records double digit profit growth in 2024

February 6, 2025

The bank showed a profit of €12,574m (up 14%) in 2024, exceeding all targets for the year.

Wealth and Asset Management

Amundi launches Europe ex-UK fund for UK investors

February 6, 2025

The fund has received initial support of over €900m.

Wealth and Asset Management

SJP and Dynamic Planner to provide client-risk profiling at scale

February 6, 2025

This collaboration supports SJP’s commitment to delivering quality one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.

Wealth and Asset Management

32 UBS advisor teams in the South Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams list

February 6, 2025

Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list.

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