Wealth and Asset Management Archives - Page 897 of 1556

Patrimonium subsidiary buys real estate

January 4, 2023

The real estate company Patrimonium Urban Opportunity, which specializes in commercial and industrial properties, has acquired an office and logistics building in Reinach in the canton of Baselland.

Wealth and Asset Management

Alexandre de Rothschild is flirting with acquisitions in Switzerland

January 4, 2023

The 42-year-old scion of the famous banking dynasty explained that growth in this country should primarily be organic.

Wealth and Asset Management

Burgan Bank granted wealth management licence

January 4, 2023

The licence, issued as a preliminary approval that’s valid for six renewable months, marks a new chapter for Burgan Bank in its pursuit of comprehensive financial excellence and offering premium advisory and management solutions to its elite cliente

Wealth and Asset Management

Digital Done Right: Striking a Balance in Modern Wealth Management

January 4, 2023

There’s no doubt a huge opportunity is on the table for wealth managers today.

Wealth and Asset Management

Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship

January 4, 2023

The Sanctuary Wealth advisor network includes partner firms in 28 states with approximately $25 billion in assets under advisement.

Wealth and Asset Management

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

January 3, 2023

InCap Group served as exclusive financial advisor to RiverStone Wealth Management

Wealth and Asset Management

Scotia Global Asset Management announces final year-end reinvested distributions for the Scotia ETFs

January 3, 2023

These are final year-end distributions which will be reinvested in additional units of the respective Scotia ETFs and do not include any cash distribution amounts for December.

Wealth and Asset Management

RBC Brewin Dolphin’s 2023 investment outlook: a year of recession, inflation peaks, and bond returns

January 3, 2023

The impact of the fastest US rate hiking cycle in history will reverberate more visibly in the economy in 2023.

Wealth and Asset Management

Credit Suisse 2022: Keeping Very Socially Distanced

January 3, 2023

One bank had a larger impact on economic events in Switzerland last year than all other financial institutions combined.

Wealth and Asset Management

Kempen Capital Management continues as Van Lanschot Kempen Investment Management, reflecting the combined strengths of our group

January 3, 2023

KCM has been part of the Van Lanschot family since 2006.

Wealth and Asset Management

The Risks Facing Swiss Independent Asset Managers This Year

January 3, 2023

Independent asset managers in Switzerland consider a recession in Europe to be the greatest risk they face in the new year.

Wealth and Asset Management

EFG CEO Giorgio Pradelli keeps trust in the CRO model

January 3, 2023

EFG International's growth has come from sticking to its entrepreneurial roots and a model that relies on nurturing personal relationships, its chief executive tells Citywire Asia.

Cookie Notice