Wealth and Asset Management Archives - Page 477 of 1505

Habib Bank AG Zurich: A future-forward wealth management strategy

October 8, 2024

Sheheryar Rasul, CEO and country head – Switzerland Group Wealth Management, Habib Bank AG Zurich, shares the bank’s long-term vision, with a focus on trust and innovation

Wealth and Asset Management

abrdn Expands Real Estate Business in Japan

October 8, 2024

This expansion underlines our ambition to excel in the Japanese real estate market.

Wealth and Asset Management

UK financial planner Clarion WP bought by management team after nearly 40 years

October 8, 2024

Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice

Wealth and Asset Management

Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m

October 8, 2024

As at 31 December 2023, assets under advice were c. £1.6bn

Wealth and Asset Management

Wealth Management Industry Awards: On the Red Carpet with Peter Nolan

October 8, 2024

At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Strategic Sales & Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated advice

Wealth and Asset Management

LPL Financial Welcomes Morristown Wealth Management

October 8, 2024

They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.

Wealth and Asset Management

Northern Trust AM to Grow Fixed Income in EMEA

October 8, 2024

As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.