Atria Wealth Solutions Announces Addition of UBS Team with Over $600 Million in Client Assets
Atria's Cadaret Grant Welcomes 360° Wealth Management Group, Reflecting Robust Recruiting from Large Wall Street Firms
Wealth and Asset Management
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Partners Group reports strong H1 management fee growth driven by robust client demand; lower performance fees in line with guidance
confirm our full-year 2022 gross client demand guidance of USD 22 to 26 billion.
Rathbones applies barbell strategy to its multi-asset fund range
The purpose of this strategy is to strike a balance between reward and risk by focusing on two extremes.
The best philanthropy advisers for high-net-worth individuals in 2022
Philanthropy advisers can also help clients to understand the tax implications of giving.
Credit Suisse Mulls Downsizing in China
Among the topics the Swiss lender plans to discuss is the China business with top executives considering whether or not to shrink while Asia managers attempt to make the case to keep investing in the market.
Julius Baer charts five-year strategy to target wealthy Indians
The Swiss bank has adopted a 'global India' approach for its wealthy clients within the country and overseas, said Rahul Malhotra.
Solving climate change is not our job: SNB’s Jordan
Thomas Jordan also defended the SNB's price stability target of a rise in consumer prices of 0-2% per year.
Mirabaud suffers a drop in profits
Assets under management at the end of June amounted to CHF 33.2 billion.
Schwyzer Kantonalbank dampens expectations
On the other hand, success in the commission business increased by 9.8 percent, and in the trading business the figure rose by as much as 16.2 percent.
Banca Stato writes book losses
The commission and service business also increased its income by 1.7 percent to 31.7 million francs and the trading business by as much as 9.4 percent to 11 million francs.
Mackie & Waller Wealth Management Group Joins Sanctuary Wealth
$250 million St. Louis team leaves Wells Fargo for partnered independence
Forbes Names Top Wealth Advisor in America
The rankings are based on data received by more than 15,000 top-performing advisors nationwide