Pinebridge Banks on Growing Interest in Asian Investments
Recently, the appointment of a new Head of Switzerland, Liechtenstein and Austria and a Client Relations Manager has strengthened its presence.
Wealth and Asset Management
15031 articles found
Ex-Vontobel AM chiefs launch thematic portfolio with Morgan Stanley
Axel Schwarzer and Daniel Seiler’s fully AI-driven asset manager debuts Eqitron Thematic Navigator portfolio.
Mediobanca: Results for 3M ended 30 September 2024 approved
Group revenues totalled €865m
Two thirds of asset managers expect a significant rise in margin pressure in the next two years
With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder
Elon Musk’s wealth skyrockets by $70 billion post Trump victory, thanks to a Tesla stock surge
This wealth surge is largely attributed to a 39% increase in Tesla’s stock in just four trading days post-election.
Osaic Welcomes Nova Wealth
New York-Based Team Overseeing $180 Million Joins Osaic
LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants
Former executive shares ‘the wealthy life’ with clients
Over a 30-year career, Sybil Verch sees opportunities where others see obstacles
UBS Bahamas to close wealth management office
A communications contact from UBS also told Guardian Business that “jobs will not be affected with the transfer of operations.
Wealth Manager Top 100 2024: Another 25 key fund selectors
Discover the third batch of 25 industry stars to make it onto our 2024 list of the UK’s top fund selectors.
Spear’s Awards 2024 finalists: Private Bank of the Year – UK, in Association with Porto Montenegro
The award recognises a bank that has delivered outstanding service and performance for HNW individuals in the UK.
Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service
The recognition was part of the 2024 Global Private Banking Awards.