Wealth and Asset Management Archives - Page 906 of 1556

Impairment of Kairos goodwill following unprecedented difficult year for active asset managers

December 12, 2022

As per year-end 2022, no more intangible assets related to Kairos will be reflected in the consolidated financials of Julius Baer

Wealth and Asset Management

What does the ‘democratisation of private assets’ really mean?

December 12, 2022

This animated video shows why and how access to private assets is becoming more democratic.

Wealth and Asset Management

Quilter Foundation awards £23,000 to three local charities

December 12, 2022

It supports the Quilter Foundation’s aim to improve the lives of over 100,000 young people with every pound raised up to £100,000 being matched by Quilter.

Wealth and Asset Management

Walking the tightrope: how banks should navigate the new wealth management opportunity

December 12, 2022

We are in the midst of the greatest generational transfer of wealth in history. Over the next decades, trillions of…

Wealth and Asset Management

Here’s the No. 1 Factor Contributing to Millennials’ Wealth

December 9, 2022

That figure jumped to $9.38 trillion during the first quarter of 2022 — a 106% increase.

Wealth and Asset Management

Looking Beyond the Credit Suisse Hysteria

December 9, 2022

The small residual of the shares that could not be placed with existing shareholders by the end of the exercise period at noon yesterday have been placed with major investors and can be distributed at least at the fixed issue price of the new shares of 2.

Wealth and Asset Management

Wren Sterling Acquires Morfitt & Turnbull,Completes Mutual Financial Management & DFM Transaction and appoints CIO to run DFM

December 9, 2022

Concurrently, it has now received authorisation from the FCA to complete a deal announced earlier this year to acquire Mutual Financial Management LLP.

Wealth and Asset Management

Revealed: Octogone Group expands to Dubai

December 9, 2022

Philipp Strasky will be the firm’s Dubai CEO.

Wealth and Asset Management

Maerki Baumann to pass on responsibility for its German business

December 9, 2022

He possesses more than 25 years of experience in the German business at Swiss banks, including at DZ Privatbank (Schweiz) AG and Union Bancaire Privée SA in Zurich.

Wealth and Asset Management

RBC Wealth Management delivers on client expectations with Salesforce

December 9, 2022

Like many companies, RBC Wealth Management had a wealth of client data that was spread across multiple systems making it time-consuming for advisors to access information and prepare for client meetings.

Wealth and Asset Management

Butterfield wins top bank award for 10th year in a row

December 9, 2022

Earlier this year, Butterfield was also named Bermuda’s best private bank by The Banker/PWM and Global Finance magazine.

Wealth and Asset Management

Fieldpoint Private Launches Advisor Banking Services Platform: First-of-its-kind platform provides full suite of private banking offerings to independent advisory community

December 8, 2022

Fieldpoint Private is filling an unmet need for a white-glove private banking resource dedicated to the independent advisory community, the largest and fastest growing channel within the wealth management industry.

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