Succession Wealth acquires £1.1bn AUA True Wealth Group
The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024
Wealth and Asset Management
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The Miracle of Lugano
Over the past three years, the region has proven to be a solid base for the development of financial activities of all kinds, not least under the committed patronage of the city of Lugano.
COP29: will AI be mentioned in the final text?
First, the impact of AI on potential climate solutions is now more concrete than ever.
Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s
With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts.
The 60-year strategy: how long-term wealth planning can empower
A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow in the future.
MPA Confirmed as One of The UK’s Best Wealth Management Companies.
This is the 11th year that MPA has been included in the Top 100, which we believe is testament to the consistency of our approach, the professionalism of our team and the outcomes we deliver for our clients.
Swissquote Singapore: Pioneering Digital Wealth Management in Asia
Asia, and particularly Singapore, is at the heart of this transformation.
Endowus launches first major Hong Kong campaign showcasing conflict-free wealth management
This marks Endowus’ first large-scale advertising campaign in Central, Hong Kong.
BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker
The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.
Digital Economy Award: Celebration at UBS
Suva won the award in the category «Digital Excellence Government & NPO» with the largest project in its 100-year history: «smartCare.»
Canaccord Wealth opens new office in Guernsey
Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.
Highvern Senior Trust Manager awarded ‘Future Leader’ recognition
The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.