Wealth and Asset Management Archives - Page 475 of 1505

Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List

October 11, 2024

The annual Forbes/SHOOK Top RIA list highlights the top 250 advisory firms that have a proven history in managing and preserving client wealth long-term.

Wealth and Asset Management

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

October 11, 2024

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

Wealth and Asset Management

Brooks Macdonald to acquire Lift for £45m

October 10, 2024

Lift is headquartered in Greater Manchester, with offices in London and Edinburgh.

Wealth and Asset Management

Liontrust blames outflows on Budget 'speculation and uncertainty'

October 10, 2024

For the three months to September 30, net outflows were £1.1bn, a slight drop from the £1.6bn recorded in the same period in 2023.

Wealth and Asset Management

UBS tech chief says Credit Suisse integration is on track after test run

October 10, 2024

Ermotti said in May that any delay to the IT integration would hit the Swiss banking giant's promised cost savings.

Wealth and Asset Management

Protecting the legacy of the new generation of wealth generators

October 10, 2024

A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.

Wealth and Asset Management

Money in motion: preserving legacy during generational wealth transfer

October 10, 2024

Predicting and preparing for the future is one of the most challenging aspects of being a trustee.

Wealth and Asset Management

BOS Closes Luxembourg Office, Rejigs Europe Strategy

October 10, 2024

The bank will continue to cover the UK market via its existing London office.

Wealth and Asset Management

StepStone Private Wealth Surpasses $5 Billion in AUM Milestone

October 10, 2024

Powered by StepStone Group, one of the largest global institutional allocators to the private markets, SPW was founded in 2019 to expand access to these assets for the private wealth market.

Wealth and Asset Management

Commerzbank expands business with ultra-high-net-worth clients

October 10, 2024

The Bank is consolidating relevant expertise and highly specialised departments into a dedicated UHNWI & FO division and will open two additional locations for holistic advisory services to this client group.

Wealth and Asset Management

BOS sees rising ‘non-dom’ flows from UK to Singapore

October 9, 2024

Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.

Wealth and Asset Management

BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty

October 9, 2024

The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank

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