Wealth and Asset Management Archives - Page 511 of 1507

Moody's Says Cash Sweep Backlash Could Hurt Wealth Managers' Credit

August 21, 2024

Typically these accounts aren’t for long-term investing but instead hold short-term proceeds from things like dividends or interest or monies for commission payments.

Wealth and Asset Management

Advisers to the super-rich are embracing the AI revolution — but at what cost?

August 21, 2024

Computer-generated tools promise to make life easier for HNW wealth managers. But could the push put their clients at risk?

Wealth and Asset Management

BlackRock unseats Grayscale Investments as biggest crypto asset manager

August 20, 2024

Grayscale, a US digital asset manager, gives investors exposure to cryptocurrency through its bitcoin and ethereum trusts.

Wealth and Asset Management

Global Wealth Tax Could Raise $2.1 Trillion Annually for Climate Action and More

August 20, 2024

The two-tier tax system allows billionaires to pay tax rates that are half the rates paid by the rest of society

Wealth and Asset Management

“Swiss banking” miracle in the Bahamas

August 20, 2024

The core components of the group are the Swiss asset manager UCAP Wealth Management and Capital Union Bank

Wealth and Asset Management

Man Group a rare active bright spot as passives dominate Pridham Report

August 20, 2024

BlackRock and Vanguard top the Q2 sales charts, but Man Group’s flagship Japan and UK equity funds also prove popular.

Wealth and Asset Management

VP Bank reports a semi-annual profit of CHF 11.5 million and implements substantial efficiency measures.

August 20, 2024

The net new money inflow of the Group amounted to CHF 0.5 billion

Wealth and Asset Management

Northern Trust partners kids' finance fintech Greenlight

August 20, 2024

Northern Trust clients now have complimentary access to Greenlight’s award-winning family finance app and debit card, available through the Greenlight for Banks program.

Wealth and Asset Management

GoldenTree Asset Management Expands Private Credit Team

August 20, 2024

He joins GoldenTree from PNC Financial Services, where he served as a Managing Director with responsibilities that included leading their global origination efforts in the technology industry.