Wealth and Asset Management

15028 articles found

Wealth and Asset Management

StoneX Wealth Management Expands Northeast Presence with Acquisition of Trust Advisory Group, Ltd.

November 19, 2024

This strategic acquisition reinforces StoneX Wealth Management’s commitment to high-quality financial solutions and enhances its service reach into the Northeast.

Wealth and Asset Management

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

November 19, 2024

This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience.

Wealth and Asset Management

Van Lanschot Kempen introduces third European private equity fund

November 19, 2024

Fund gives private banking clients access to small and medium-sized companies

Wealth and Asset Management

Zurich fund distributor buys asset management consultancy

November 19, 2024

Acolin said the purchase will improve its ability to enter new markets and offer a broader range of services.

Wealth and Asset Management

OakNorth completes loan to Warwickshire-based IFA firm, Beaufort Wealth Management, to support a management buyout

November 19, 2024

It advises clients on investments, non-investments, and business advice, including employee benefits, pensions, keyman insurance, partnership and shareholder protection, investments, tax, and succession planning.

Wealth and Asset Management

Wealth management industry set for double-digit growth, led by North America

November 18, 2024

Fintech firms will see strong gains but traditional wealth firms continue to lead

Wealth and Asset Management

Polar Capital assets under management increase amid investor demand

November 18, 2024

Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.

Wealth and Asset Management

Prominent German banker Friedrich von Metzler dies aged 81

November 18, 2024

Metzler Bank was established in 1674 in Frankfurt, a city in the west of Germany now home to several large banks.

Wealth and Asset Management

What’s happening with UBS and Credit Suisse’s legacy mutual funds

November 18, 2024

The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.

Wealth and Asset Management

Legal & General plans job cuts in asset management unit

November 18, 2024

The move could see retrenchment of up to 20 investment roles and several support positions.

Wealth and Asset Management

Digital Banking Provider CaixaBank Introduces New Portfolio Construction Service in Spain

November 18, 2024

This service will be available to all private banking clients, including Independent Advisory and Wealth clients, who asked for it.

Wealth and Asset Management

Wealth managers are positive about 2025 despite crises and capital market risks

November 18, 2024

Regulatory risks are considered far more worrying than the ongoing interest rate policy of central banks.

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