Wealth and Asset Management Archives - Page 414 of 1500

Wealth managers warn investors to watch out for these 3 major themes in 2025

January 6, 2025

Despite the uncertainty that comes with changing times, one piece of personal finance advice remains eternal: Don’t let emotions take over your financial planning.

Wealth and Asset Management

Vontobel completes acquisition of client book from IHAG Privatbank

January 6, 2025

The transaction has a positive impact on Vontobel’s group net profit from day one

Wealth and Asset Management

Santander’s Asset Management Business Closes the Year at Record Levels

January 6, 2025

This performance suggests that by 2024, the company could exceed €17 billion in net inflows, compared to €9 billion in 2023.

Wealth and Asset Management

CaixaBank Group and Asset Management Divisions Reinforce Commitment to Responsible Investing

January 6, 2025

In 2024, a total of 3,051 signatories reported, managing “nearly $89 trillion in assets, underscoring the international significance of this initiative.”

Wealth and Asset Management

Former Julius Bär chair passes away

January 3, 2025

He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.

Wealth and Asset Management

HSBC keeps UK overweight into 2025

January 3, 2025

The private bank also expects private assets to play a big role this year and warns clients not to hold cash.

Wealth and Asset Management

Why wealth preservation matters

January 3, 2025

With every market rise, there is an eventual, inevitable fall.

Wealth and Asset Management

Mirae Asset co-CEOs Kim Mi-seob and Heo Sun-ho target global growth with AI

January 3, 2025

Specifically, Mirae Asset Securities plans to continuously pursue asset growth and revenue expansion by enhancing personalized comprehensive asset management for WM clients.