Wealth and Asset Management Archives - Page 948 of 1554

Citi to wind down UK retail banking ops to focus on wealth management

September 26, 2022

The news comes months after Citi said it would exit its Citibanamex consumer banking business in Mexico, ending a 20-year retail presence in the country.

Wealth and Asset Management

Kingswood to enter Ireland with €25mn adviser purchase

September 26, 2022

The deal, which is still subject to regulatory approval, will see Kingswood take a 70 per cent stake in the business for a total cash consideration of €25.8mn (£23.4mn).

Wealth and Asset Management

SJP merges four funds to create GBP4.3 billion UK Equity Income Fund

September 26, 2022

The fund will aim to be 80 per cent+ invested in UK equities but will also invest in a mix of asset classes which will include global equities, global fixed interest and index-linked securities.

Wealth and Asset Management

German asset manager to buy AMG fund boutique

September 26, 2022

The Serafin Group will initially take a 50% stake in AMG, which will increase to 100% by 2026.

Wealth and Asset Management

DFM Sparrows Capital signs agreement with the P1 Platform

September 26, 2022

The firm writes that a white-labelled version of the platform will also be made available for selected advice firms and other clients.

Wealth and Asset Management

Credit Suisse's Investment Bank Little More Than a Sacrificial Pawn

September 23, 2022

At the time, the business was the power base for Switzerland's second-largest bank.

Wealth and Asset Management

M&G unveils range of multi-asset funds in Ireland

September 23, 2022

To expand its offering for retail investors across Europe

Wealth and Asset Management

Young UHNWs are driving a private aviation boom

September 23, 2022

Jetcraft's five-year forecast also predicts a much more rational market over the next five years when compared with the 2004-2008 boom, with average purchase prices returning to pre-pandemic levels.

Wealth and Asset Management

The great wealth transfer in Asia Pacific – Deutsche Bank

September 23, 2022

Legacy planning can take many forms, depending on what families hope to achieve, how large or complex the family is, what types of assets they invest in, their risk tolerance, and investment philosophy.

Wealth and Asset Management

EFG’s Asia Pacific Head Surveys the Great Wealth Management Opportunities Across the Region

September 23, 2022

EFG’s history dates back to 1995, since when the bank has built AUM of circa CHF 180 billion (as at the end of 2021) and today has a presence in close to 40 locations worldwide.

Wealth and Asset Management