Wealth and Asset Management Archives - Page 425 of 1503

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.

Wealth and Asset Management

Vanguard Establishing New Advice & Wealth Management Division

December 16, 2024

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

Schroders named Impact Investing Platform of the Year

December 16, 2024

These awards acknowledge the work of impact investors and highlight best practice across all asset classes and geographies.

Wealth and Asset Management

LGT adopts pass-through voting in “European first”

December 16, 2024

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.

Wealth and Asset Management

JTC Wins Trust Company Employer Accolade at Annual Wealthbriefing Awards

December 16, 2024

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.