Wealth and Asset Management Archives - Page 465 of 1505

UBS Global Wealth Management lifts global equities stance to 'attractive'

October 25, 2024

Economic growth is remarkably resilient and central banks have been proactive, giving us confidence the supportive backdrop has more room to run

Wealth and Asset Management

Geneva Asset Manager Dies a Quiet Death

October 25, 2024

In April 2023, a Zug-based private equity boutique Quaestor Coach acquired a stake in GMG Asset Management.

Wealth and Asset Management

Luzerner Kantonalbank quarterly financial statements

October 25, 2024

For the entire 2024 financial year, LUKB expects a consolidated profit "at the upper end" of the profit forecast, which was increased to CHF 270 to 285 million in June 2024.

Wealth and Asset Management

Moody's Recognizes EFG's Progress

October 25, 2024

The rating assessment reflects EFG's progress in areas such as capitalization and profitability.

Wealth and Asset Management

UBS: CS Client Migration Could Finish in 2026

October 25, 2024

The migration of clients from Credit Suisse to UBS should take another 18 months

Wealth and Asset Management

Broadridge Announces Distribution Insights for Asset Managers on Salesforce AppExchange

October 25, 2024

Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenue

Wealth and Asset Management

Billions of potential – How banks win the next generation of investors

October 25, 2024

Financial institutions must move away from standardized products and towards personalized services in order to continuously and proactively support investors in achieving their individual goals.

Wealth and Asset Management

BNP Paribas WM holds two-day next-gen event in Hong Kong

October 25, 2024

Private banks in the region are relaunching or rolling out their next-gen programmes across key cities to be best positioned during the big wealth transfer across generations.

Wealth and Asset Management

Blackstone partners with UBS for semi-liquid PE fund distribution

October 24, 2024

The alts giant partners with the Swiss firm to distribute its private equity fund targeting wealthy investors.

Wealth and Asset Management

The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact

October 24, 2024

This pioneering initiative unites financial advisory firms in a shared commitment to creating meaningful societal impact, extending far beyond financial performance.

Wealth and Asset Management

HSBC launches credit card for global private banking clients

October 24, 2024

Launched in Hong Kong this week, it is the first phase of a global programme to offer elevated travel, exclusive access and exceptional lifestyle experiences to its clients.

Wealth and Asset Management

Pimfa: Buying Apfa was 'stupid' as it was 'totally defunct'

October 24, 2024

Former Apfa board members Gary Bottriell and Lord Deben were elected to the merged trade association’s board as member and chairperson, respectively, and are still in position.

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