Wealth and Asset Management Archives - Page 445 of 1503

Quilter Investors Monthly Income range introduces new asset classes to portfolio

November 20, 2024

The emerging market debt exposure will stand at 1.25% in the Monthly Income portfolio and 0.75% in the Monthly Income & Growth portfolio.

Wealth and Asset Management

EFG International reports 10-months 2024 business update

November 20, 2024

Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23

Wealth and Asset Management

Robinhood Dives Into Wealth Management With Acquisition of TradePMR

November 20, 2024

The deal gives Robinhood a toehold in one of the fastest-growing segments of the multi-trillion dollar wealth management industry—and advances Robinhood’s goal of diversifying its business.

Wealth and Asset Management

Gonet to merge with private bank

November 20, 2024

The deal to take over One Swiss Bank will take the assets under management of the Arab Bank Switzerland Group to nearly CHF 20bn.

Wealth and Asset Management

Nordea completes the acquisition of Danske Bank’s personal customer and private banking business in Norway

November 20, 2024

The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.

Wealth and Asset Management

“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth

November 19, 2024

Tariq Khan, Objectway’s Client Development Director, shares his view on how today’s wealth managers need to rethink their operating models.

Wealth and Asset Management

HSBC expands Global Private Banking in Kuwait

November 19, 2024

HSBC Global Private Banking advises on a broad range of tailored solutions in Kuwait in line with international investment norms through a personal, bespoke services

Wealth and Asset Management

Mattioli Woods: Profit slashed at wealth manager as it quit London

November 19, 2024

Mattioli Woods described its latest financial period as a “momentous year of change” for the group ahead of it officially being taken private on 3 September, 2024.

Wealth and Asset Management

Morgan Stanley Courts Employees of Near-IPO Companies for Wealth Management

November 19, 2024

Last week, the bank signed an agreement with Carta, a shareholder management company for startups backed by private equity and venture capital firms.

Wealth and Asset Management

Luzerner Kantonalbank: Will the canton reduce the share to a minimum?

November 19, 2024

The share price of the Luzerner Kantonalbank (LUKB) has recently become a political issue.

Wealth and Asset Management

Asset and wealth management revolution 2024

November 19, 2024

Unleashing the transformative power of disruptive technology

Wealth and Asset Management

Rothschild & Co continues Middle East expansion with new Wealth Management office in Dubai

November 19, 2024

The new Dubai office, located in Dubai International Finance Centre (DIFC) and already fully operational, is headed by Sascha Benz, a senior banker who has relocated from Rothschild & Co in Switzerland.

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