Wealth and Asset Management Archives - Page 949 of 1554

Strong first half and upbeat profits outlook lifts Investec shares

September 23, 2022

Management expects strong earnings for the first half of its financial year, despite tumultuous market conditions and continued macro-economic uncertainty.

Wealth and Asset Management

Mindy Diamond on Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset

September 23, 2022

A conversation with Kevin McGuire and Sarah Burney, managing directors and wealth advisors at Cresset, one year into their transition.

Wealth and Asset Management

British astronaut tops the bill for Guernsey Private Wealth Forum

September 23, 2022

The theme of this year’s Private Wealth Forum is ‘Families Investing in the Future’, and will explore the importance of the next generation, succession planning and incorporating new and innovative technologies.

Wealth and Asset Management

Ultra-Wealthy Clients Are Sitting on Cash, Ready to Invest

September 22, 2022

That segment is ultra-high net worth clients, made up of multimillionaires with $100 million and up and billionaires.

Wealth and Asset Management

UBS Financial Advisor named to the Forbes/SHOOK Top Next-Gen Wealth Advisors list

September 22, 2022

Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management.

Wealth and Asset Management

Top Rothschild Banker Moves to Dubai

September 22, 2022

Rothschild’s Asia head of equity advisory Finlay Wright will relocate from Hong Kong to Dubai later this year

Wealth and Asset Management

Evelyn Partners acquires Arena Wealth’s investment management business

September 22, 2022

Evelyn Partners will continue to work with Arena Wealth on an ongoing basis, as the firm’s partner of choice for investment management.

Wealth and Asset Management

Democratising wealth management

September 22, 2022

They lack simple tools to maintain an overview and the power to act over their assets held with various banks or managers, as well as over other assets such as real estate or shareholdings.

Wealth and Asset Management

Geneva wealth manager launches gold hedge fund

September 22, 2022

One of its strategies is a hedge fund combining physical gold and an overlay of riskier investments.

Wealth and Asset Management

Landbay partners with 2plan wealth management

September 22, 2022

Providing industry-leading service to brokers and financial advisers is one of the most important aspects of how we run our business, and we recognised straight away that the same was true for 2plan.

Wealth and Asset Management

Zwei Wealth Launches Family Office for Your Pocket

September 22, 2022

To this end, they are launching a new digital offering that maps the essential functions of independent management on a PC or smartphone, including a chat with the personal advisor and a tool for tendering management orders to asset managers and banks.

Wealth and Asset Management

UBS seeing positive client flows this quarter – Khan

September 21, 2022

UBS, the world’s largest wealth manager, will focus on organic growth in the U.S. market after calling off a planned $1.4 billion acquisition of Wealthfront, Khan said.

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