Wealth and Asset Management Archives - Page 957 of 1554

Apex Group expands North America presence with Prometa acquisition

September 8, 2022

Apex Group’s services are provided through a single relationship, offering efficient, scalable solutions and enabling clients to grow and expand into new jurisdictions.

Wealth and Asset Management

Responsible Investment sector review – a tough time for responsible investors

September 7, 2022

We look at the headlines and trends dominating the Responsible Investment sector, the latest analysis from our research team and how our Wealth Shortlist picks have performed.

Wealth and Asset Management

Lombard Odier: Sustainability on the Rise But Adoption Lags in Asia

September 7, 2022

Nevertheless, action has not proportionally reflected this with 45 percent of HNWIs in the region holding less than 20 percent of sustainable investments in their portfolios.

Wealth and Asset Management

JTC Private Office Shortlisted in the 2022 Spear's Awards

September 7, 2022

The winners will be announced at an award ceremony on 2 November 2022 at the JW Marriott Grosvenor House, London.

Wealth and Asset Management

St James’s Place taps AML regtech Napier for customer screening solution

September 7, 2022

The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or

Wealth and Asset Management

Lugano firm gains venture capital asset manager licence

September 7, 2022

Privilège Ventures manages a portfolio of early-stage startups, most of which are based in Switzerland.

Wealth and Asset Management

Growth Capital Provider Escalate Capital Partners Secures Investment From Kudu Investment Management

September 7, 2022

Escalate has invested in over 100 companies, including Homeaway/VRBO, Phreesia, SailPoint, and Virtustream.

Wealth and Asset Management

Private Market Hub Becomes the First Multi-jurisdictional, Multi-tenant Enabled Solution for Private Equity Firms Globally

September 7, 2022

Northern Trust funds first to go live on the new multi-jurisdictional environment

Wealth and Asset Management

Citi Private Bank and Cambridge Family Enterprise Group Offer a Roadmap for Family Enterprises to Navigate Through the Turbulent 2020s

September 7, 2022

A global, multigenerational study commissioned by Citi Private Bank and conducted by Cambridge Family Enterprise Group reveals the critical issues and transformation strategies required for family enterprises—and families themselves—to succeed

Wealth and Asset Management

7IM launches portfolio for clients with greater risk appetite

September 6, 2022

7IM’s MPS range comprises of passive, active, and responsible choice portfolios.

Wealth and Asset Management

Aegon Asset Management wraps up distribution business in Hong Kong

September 6, 2022

On Hong Kong Securities and Future Commission’s online registry of institutions, the company confirmed that it has ‘ceased business of regulated activities’.

Wealth and Asset Management

Guernsey man named as one of UK’s top 35 under 35 private client professionals

September 6, 2022

Nominations undergo a rigorous judging process where submissions are considered in the context of the individual’s achievements over the past 12 months, career progression, and quality of the nomination.

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