Wealth and Asset Management Archives - Page 905 of 1556

BNP Paribas strengthens private assets capability

December 13, 2022

Private Assets will pursue ambitious goals of fundraising from third party clients, from major institutional investors to individual investors, supported by the Bank’s various distribution networks as well as its partners.

Wealth and Asset Management

Hampden & Co cashes in on Adam exodus

December 13, 2022

The bank has onboarded about 50 former Adam clients and expects hundreds more to transfer in 2023 due to an agreement with Canaccord Genuity.

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Swedish wealth management firm selects Bricknode to consolidate investment operations

December 13, 2022

The Client chose Bricknode's digital investment platform to automate and administer its daily operations including accounts, transactions and order management.

Wealth and Asset Management

Wealth management firm agrees City Quays 3 deal

December 13, 2022

The team based in Belfast has a wide-ranging skillset and extensive experience in financial planning and investment management.

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RBC Wealth Management look to defensive European equities in 2023

December 13, 2022

Overall, RBC said they were underweight European equities but suggested a discount to US stocks and low valuations have already accounted for a European recession.

Wealth and Asset Management

Apollo defends push to retail investors amid Blackstone storm

December 13, 2022

Group rolling out gated product that seeks to recreate S&P 500 returns for wealthy clients

Wealth and Asset Management

Four wealth management trends taking over in 2023

December 13, 2022

Face to face will never be replaced, though if technologies aren’t adopted by market participants, they will face a competitive disadvantage.

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Interview with Paul Donovan, UBS Global Wealth Management by Luke Hanratty

December 13, 2022

Luke Hanratty, a Director in our High Wycombe office interviews Paul Donovan

Wealth and Asset Management

Inaugural Wealthbriefing CI Awards presented

December 12, 2022

The inaugural Wealthbriefing Channel Islands Awards have been presented this week.

Wealth and Asset Management

Brookfield Corporation Successfully Completes Distribution of 25% Interest in its Asset Management Business

December 12, 2022

The Manager takes the name Brookfield Asset Management Ltd. and has been successfully listed on the New York Stock Exchange and the Toronto Stock Exchange.

Wealth and Asset Management