Wealth and Asset Management Archives - Page 462 of 1505

Rockefeller Asset Management Expands Active ETF Range with Launch of Global Equities Focused RGEF

October 30, 2024

This marks Rockefeller’s fifth actively managed ETF launch this year, following the launch of a SMID cap ETF and expansion into opportunistic municipals with three high-yield municipal bond ETFs.

Wealth and Asset Management

Morgan Stanley Wins Two 2024 Money Management Institute (MMI)/Barron’s Industry Awards

October 30, 2024

The Wealth Manager Platform of the Year category honors wealth manager platforms that exemplify innovation in delivering better outcomes for investors and financial advisors.

Wealth and Asset Management

Evelyn Partners acquires ReSolve

October 29, 2024

The acquisition sees 60 employees including 12 partners and directors join Evelyn Partners as part of its Recovery & Restructuring Services team.

Wealth and Asset Management

Canaccord sees 56% spike in UK wealth clients looking abroad

October 29, 2024

As the Budget looms closer, concerned wealth clients are assessing their options as fears mount over a tax raid on their assets.

Wealth and Asset Management

Santander reports profit of €9,309 million (+14%) for the first nine months of the year

October 29, 2024

Return on tangible equity (RoTE) was 16.2%, in line with full-year target

Wealth and Asset Management

Bank of Singapore collaborates with iCapital to expand financial intermediaries access to alternative investments and insights

October 29, 2024

This initiative helps Bank of Singapore’s ambition to grow its financial intermediaries, family office, and wealth advisory (FFWA) assets under management by 50% for the period of 2024 to 2026.

Wealth and Asset Management

How to survive interesting times

October 29, 2024

"The curse may be imaginary, but the threat to investors is real."

Wealth and Asset Management

Baloise sells FRIDAY portfolio

October 29, 2024

As part of the consistent implementation of the communicated refocusing strategy, Baloise will in future concentrate on profitable segments in which we have a relevant size.