Wealth and Asset Management Archives - Page 851 of 1559

Julius Baer Announces Six Winners from Asia for the Next Generation Art Prize 2023

March 23, 2023

The Winners each win USD10,000 and a place in an exclusive three-month Art and Technology Accelerator programme led by non-profit organisation The MeshMinds Foundation.

Wealth and Asset Management

Quintet announces positive 2022 financial results

March 23, 2023

Total group income rose to €524 million in 2022, up 14% compared to €460.8 million in 2021.

Wealth and Asset Management

J.P. Morgan Wealth PlanTM Named ‘Best Personal Finance Product’

March 23, 2023

Wealth Plan recognized by FinTech Breakthrough Awards for helping people make smarter money decisions

Wealth and Asset Management

Credit Suisse liquidity loans ‘not a gift’, says SNB

March 23, 2023

The central bank's chair said measures it took alongside the federal government and Finma had halted a crisis.

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Why Blackrock didn't get a chance at CS

March 22, 2023

The American asset manager brought himself into play in the poker game involving the struggling Credit Suisse.

Wealth and Asset Management

US hedge fund quietly builds GAM exposure

March 22, 2023

Connecticut-based group becomes third largest holder of Swiss group’s outstanding shares.

Wealth and Asset Management

Wren Sterling Completes Acquisitions in Scotland and West Midlands and gains 860 Clients

March 22, 2023

The two transactions add to the three deals already completed since the start of 2022. 

Wealth and Asset Management

IHT receipts show fresh year-on-year rise

March 22, 2023

There were no significant changes to the IHT charging regime in last week’s Budget, but the overall silence in this area shouldn’t be taken that the IHT pain on families is being eased.

Wealth and Asset Management

Ex-Abrdn advice boss launches firm under Sandringham umbrella

March 22, 2023

Neil Messenger will lead Professional Independent Wealth Advice as chief executive, after spending two years as advice director at Abrdn Financial Planning.

Wealth and Asset Management

UBS is opposed to the CS deal with Michael Klein

March 22, 2023

CS had actually planned to outsource the capital markets and consulting business under the name CS First Boston and later possibly bring it to the stock exchange.

Wealth and Asset Management