Wealth and Asset Management

Wealth and Asset Management

Redefining wealth management: How family offices can lead the charge in responsible investing

October 9, 2024

Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.

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Wealth and Asset Management

Sustainability Award | Digital Accessibility: A Step Towards More Inclusion

October 9, 2024

For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.

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Wealth and Asset Management

Titan Wealth Group announces the creation of Titan Settlement & Custody

October 9, 2024

The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services

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Wealth and Asset Management

Van Lanschot Kempen partners with Collective Action to strengthen impact proposition

October 9, 2024

The partnership will strengthen Van Lanschot Kempen’s advisory services

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Wealth and Asset Management

J.P. Morgan Asset Management Enhances Morgan Money with Expanded Access to Diverse Asset Classes

October 9, 2024

Collaboration with GLMX to offer clients a broader range of money market instruments

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Wealth and Asset Management

Russell Investments launches evergreen private credit fund

October 9, 2024

The investment firm has set up a multi-manager solution and is targeting 8% net annualised returns.

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Wealth and Asset Management

Clarion Wealth Planning announces management buyout

October 9, 2024

Now, the management team will acquire a majority stake in Clarion, while Walker will remain i the firm for at least five more years.

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Wealth and Asset Management

Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors

October 9, 2024

New data from “The Alts Institute” provides key insights into the value of alternatives in end investor portfolios

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Wealth and Asset Management

The high net worth insurance market in APAC

October 8, 2024

Wealth growth and preservation, and legacy planning

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Wealth and Asset Management

Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices

October 8, 2024

The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.

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Wealth and Asset Management

JPMorgan to Base Group of Private Bankers in New Munich Office

October 8, 2024

JPMorgan has long been expanding its operations in the country

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Wealth and Asset Management

Alpian launches wealth management mandate from CHF 2,000

October 8, 2024

The new offering has an annual fee of 0.75% and includes the option for personal advice.

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