The Case For More Expansive Wealth Management
This was not strictly about wealth management.
Wealth and Asset Management
15555 articles found
Wealth Enhancement Group Grows by Adding Legacy Financial Planning, a Hybrid RIA with Over $371 Million in Client Assets
As Expansion Continues on the East Coast, This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.6 Billion
Julius Baer Group Ltd. nominates Juerg Hunziker for election to the Board of Directors
All other current members of the Board of Directors, which will newly consist of nine members, will stand for re-election at the upcoming AGM.
Presentation of the 2022 full-year results for the Julius Baer Group
This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.
JPMorgan asset management unit makes $500m timber belt acquisition
The wealth manager said its Campbell Global uni will manage the commercial forests in Mississippi, Oklahoma and Arkansas for wood production as well as carbon capture
Julius Baer Reclassifies Russian Assets
The bank has credit exposure to a single-digit number of clients subject to these sanctions.
SJP names De Mellow & Co as winner of chartered firm award
A new award was also added to 2022's list: vulnerability champion of the year.
LGT Capital Partners opens administrative presence in Luxembourg
New office to serve LGT Capital Partners’ alternative funds
Lombard Odier partners with Swiss pension specialist
Lombard Odier said that many people now expect flexible, individualised pension plans.
UBP partners with Brigade Capital Management to widen its liquid alternative offering
It is supported by Brigade’s investment team, including 33 sector analysts and 12 structured credit specialists.
BEKB continues to expand customer business
This is despite the higher business expenses and the one-off depreciation that arose from the founding of the BEKB subsidiary aity AG.
UBP teams up with US group for long/short credit strategy
The Swiss firm has partnered with New York-based alts specialist Brigade Capital Management to increase its alternatives offering.