Wealth and Asset Management Archives - Page 423 of 1502

HPS Investment Partners strikes partnership with Endowus

December 17, 2024

Endowus' private wealth clients can now access HPS Investment Partners' evergreen private credit solution, ahead of BlackRock's acquisition of HPS, set to close by mid-2025.

Wealth and Asset Management

Opto Investments Launches Planner Tool

December 17, 2024

The addition is one more step toward simplifying the complexity of private market investments for advisors.

Wealth and Asset Management

UAE family offices to take centre stage in global wealth management

December 17, 2024

The UAE has a highly favourable tax regime, but is that all it has going for it?

Wealth and Asset Management

Evelyn Partners team complete a sale of Utopia Distribution Services Limited to DP World Logistics UK Limited

December 17, 2024

DP World is committed to playing its part in ensuring the continued success and growth of the physical music and home entertainment sectors in the UK.

Wealth and Asset Management

Where the Havilland liquidation is lagging

December 17, 2024

The process is monitored by the Swiss Financial Market Supervisory Authority (FINMA) and the Financial Market Supervisory Authority of the Principality of Liechtenstein.

Wealth and Asset Management

Van Lanschot Kempen will move to the Breitner Center in Amsterdam in 2027

December 17, 2024

The modernisation and sustainability upgrades of the Breitner Center are scheduled to be completed by the end of 2026.

Wealth and Asset Management

Canaccord opens new office in Birmingham

December 17, 2024

Push for Midlands wealth market driven by three new hires and fresh office space in centre of UK's second biggest city.

Wealth and Asset Management

Jonathane Ricci and JR Wealth Management Empower Clients to Create Lasting Impact with Strategic Charitable Giving.

December 17, 2024

Jonathane Ricci leads the firm in offering a unique approach, merging managed legal expertise with profound philanthropic understanding.

Wealth and Asset Management

Wealth manager of the year: Tribe Impact Capital

December 17, 2024

To stay ahead of the competition, it has continued to innovate by investing in new measurement and engagement strategies.

Wealth and Asset Management

Younger high-net-worth Americans are more likely to prefer living wealth transfers, says Schwab

December 17, 2024

Survey of US millionaires unpacks demographic divides, with millennials and Gen Xers more than twice as likely as Boomers to share their fortunes while alive.

Wealth and Asset Management

JBWere expands fixed income offering powered by UBS Asset Management

December 17, 2024

The new suite of strategies, designed exclusively for JBWere’s wholesale clients, provide access to expertly managed defensive assets at a time of increased demand for sophisticated fixed income solutions.0

Wealth and Asset Management

BCS Plans Hiring to Boost Private Banking & Wealth Management Unit

December 16, 2024

This was stated by Sasha Wiggins, CEO of Barclays Private Bank and Wealth Management, in a presentation to analysts in London.

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