Wealth and Asset Management Archives - Page 499 of 1506

Quilter announces acquisition of NuWealth to enhance digital capabilities

September 5, 2024

With this acquisition, Quilter aims to evolve NuWealth to work with advisers to help them support clients at the start of their investing journey.

Wealth and Asset Management

Julius Baer renames subsidiary Kuoni Mueller & Partner to Julius Baer Real Estate Ltd. and acquires all of its shares

September 5, 2024

At the same time, the Group has bought all outstanding minority shares in the subsidiary, which was acquired in October 2021, and has appointed Thomas Hodel as its new CEO.

Wealth and Asset Management

Affin rolls out tailored wealth management service

September 5, 2024

UHNW clients to benefit from dedicated financial planning and investment team

Wealth and Asset Management

J.P. Morgan Asset Management Expands Morgan Money Platform with New Treasury and Cash Management Capabilities

September 5, 2024

Morgan Money and Kyriba to streamline liquidity management workflows for customers

Wealth and Asset Management

The rise of the integrated adviser for wealthy families

September 5, 2024

Complexity is growing for families of wealth, beyond the normal complications substantial wealth already brings.

Wealth and Asset Management

UBS Asset Management completes merger of Credit Suisse Asset Management (Schweiz) AG with UBS Asset Management Switzerland AG

September 5, 2024

As of 30 August 2024, Credit Suisse Asset Management (Schweiz) AG has been deregistered from the Commercial Register of the Canton of Zurich and has ceased to exist as a separate entity.

Wealth and Asset Management

SEB to acquire Boye Advisory to strengthen private wealth and family office offering

September 5, 2024

The transaction will further strengthen SEB’s Private Wealth Management & Family Office division and enhance its offering to this client segment.

Wealth and Asset Management

Zürcher Kantonalbank now offers trading and custody for cryptocurrencies

September 4, 2024

As a universal bank, Zürcher Kantonalbank offers its customers all relevant financial services, including the trading and custody of cryptocurrencies.

Wealth and Asset Management

Profit of the Syz banking group fell significantly

September 4, 2024

Although the company, which also operates in Zurich and Ticino (Lugano, Locarno), does not provide detailed information, it describes the group's net inflows as "positive".