Vanguard Establishing New Advice & Wealth Management Division
They are grounded in the firm’s core philosophy of high-quality, diversified, and low-cost solutions designed to help clients keep more of their return.
Wealth and Asset Management
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Schroders named Impact Investing Platform of the Year
These awards acknowledge the work of impact investors and highlight best practice across all asset classes and geographies.
LGT adopts pass-through voting in “European first”
The firm is leveraging ProxySphere technology developed by fintech Tumelo, in collaboration with asset manager Legal & General and investment service provider State Street Global Advisors, to implement the voting framework.
JTC Wins Trust Company Employer Accolade at Annual Wealthbriefing Awards
Announced at a ceremony held in St Helier last week (5 December), JTC was named ‘Trust Company Employer of the Year’ at the annual Wealthbriefing Channel Islands Awards 2024.
Are You Ultrarich, Rich or Merely Affluent? It Makes a Big Difference for Your Bank
Managing money for the rich is today’s golden goose in banking, because it generates stable fees and has low capital requirements.
A Leading Wealth Management Firm To Lay Off One-Sixth Of Its Workforce
The firm designs both funds and portfolios, as well as provides financial advice and contracts connections with external financial managers.
Wellington offers flagship fund in Hong Kong and SIngapore
The Wellington Global Quality Growth fund is now available to retail investors in Hong Kong and Singapore.
Sia Partners Welcomes a Strategic Minority Investment from Blackstone
It marks the Company’s first partnership with a financial investor since its inception.
BNP Paribas appointed by Insignia Financial as its custodian in Australia
The service offer will cover Insignia Financial’s MLC and OnePath businesses, with the transitions to be finalised in 2025.
Hightower Makes Strategic Investment in Dechtman Wealth Management
Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower
Citadel Credit Union Announces Partnership with Cetera Financial Group to Power Wealth Management Programs and Enhance Member Experience
The selection reflects Citadel's dedication to providing world-class solutions to empower members' financial well-being while fostering a culture of excellence within its wealth management division.
Private Banking Awards Switzerland 2024 winners revealed
A variety of firms were rewarded during the evening.