Rothschild & Co: 2022 – 3rd quarter release
Solid revenue performance despite a more uncertain and difficult environment
Wealth and Asset Management
15540 articles found
Wells Fargo Draws $2.6B Advisor Team from UBS
Brothers Andrew Perry and Todd Perry and several colleagues joined Wells Fargo in New Jersey.
Vontobel Bids Farewell to Private Clients in Hong Kong
Vontobel launched a private client business in Hong Kong eight years ago, at a relatively late juncture.
Wealth management – the fat years are just beginning
But that doesn't seem to change the forecast that the wealth of wealthy individuals and families will continue to grow in the coming years.
British financier Evelyn de Rothschild dies aged 91
Businessman expanded the family bank and advised the late Queen Elizabeth on financial matters
Indosuez Wealth Management’s Arjan de Boer on Encouraging and Developing ESG Adoption in Private Client Portfolios
He joined a lively and insightful panel discussion on September 14 at the Hubbis Investment Solutions Forum in Singapore. We have summarised some of his views in this short review.
Macquarie Asset Management acquires prime Polish logistic facility
The prime property is targeting an ‘Excellent’ rating under BREEAM’s sustainable building certification scheme and is 100 per cent leased to a leading European logistics operator.
Quilter closes gilt fund after MPS ditches UK govt bonds
The Quilter Investors Gilt Index fund will close later this month after being dropped from the advice giant’s model portfolio service.
Evelyn Partners and Anthony Joshua’s 258 MGT launch new financial advice programme for boxing professionals
Evelyn Partners has a strong record of offering market-leading financial advice and planning to sportspeople.
Why Advisors Fail To Connect With Key Groups Of Clients
When it comes to serving the needs of high-net-worth individual (HNWI) investors, new client segments are emerging, but many wealth management firms are not connecting with the next wave of clients.
Geneva private markets specialist obtains collective asset manager licence
The collective licence is required to manage the assets of occupational pension schemes, with a few exceptions.
GenTwo partners with Apex Group’s EDB for global banking and paying agency solutions
GenTwo’s partnership with Apex Group’s EDB’s services, expand GenTwo’s offering with the provision of XS ISINs, marking another unique offering from GenTwo’s securitization platform business and an important step on the way t