Wealth and Asset Management Archives - Page 479 of 1505

BW Forsyth stakes $6bn family office in first wealth deal

October 4, 2024

BW Forsyth, the investment arm of global manufacturing and consulting firm Barry-Wehmiller, has taken a minority position in St. Louis-based Matter Family Office.

Wealth and Asset Management

HSBC launches wealth programme in Hong Kong

October 4, 2024

HSBC seeks to enable customers to grow their wealth at all stages.

Wealth and Asset Management

Cerity Partners Welcomes Janiczek Wealth Management

October 4, 2024

The merger with Janiczek Wealth Management further deepens Cerity Partners' ability to serve high and ultra-high-net worth private clients in Denver, a priority market for the firm.

Wealth and Asset Management

Wealth Enhancement Group Announces Acquisition of FinTrust Capital Advisors, LLC, a Hybrid RIA with Over $2.39 Billion in Client Assets

October 4, 2024

This partnership brings Wealth Enhancement Group's total client assets to more than $94.7 billion.

Wealth and Asset Management

Brown Advisory and Polar Capital sales veterans form new business

October 3, 2024

Henry Francklin and Charles Empson have set up fund distribution business Hermod Capital.

Wealth and Asset Management

Jupiter swoops for £800m London funds boutique

October 3, 2024

UK fund house announces deal for investment unit and institutional assets of Origin Asset Management as it seeks to build scale in emerging markets.

Wealth and Asset Management

Santander Private Banking Expands Global Presence with First Regional Headquarters in DIFC

October 3, 2024

This team will serve current clients and extend the bank’s range of bespoke wealth management services to the rapidly growing high-net-worth and ultra-high-net-worth communities across Dubai and the region.

Wealth and Asset Management

WTW acquires stake in atomos, a leading advice-led wealth manager in UK

October 3, 2024

WTW’s investment follows a successful strategic alliance since 2022.

Wealth and Asset Management

Titan Wealth forms Titan Settlement & Custody

October 3, 2024

This formed part of the group's expansion to provide enhanced client to custody offerings alongside asset management.

Wealth and Asset Management

LSEG report: AI set to overhaul wealth management

October 3, 2024

Despite the technological strides, the value of human advisors remains irreplaceable, with the report suggesting a move towards a hybrid advisory model where human expertise complements AI tools.