Wealth and Asset Management Archives - Page 976 of 1554

Southeast Asia’s largest bank says wealth management, capital markets business face challenges

August 5, 2022

DBS Group CEO Piyush Gupta said the bank’s wealth management and capital markets businesses continue to see “headwinds,” despite the bank reporting robust second-quarter earnings.

Wealth and Asset Management

Wealth manager Hargreaves Lansdown posts fall in assets on risk-off mood

August 5, 2022

The British firm reported annual net new business inflows of 5.5 billion pounds, compared with 8.7 billion pounds a year earlier, and saw a 26% fall in its profit before tax to 269.2 million pounds.

Wealth and Asset Management

Canaccord Genuity Group Inc. Reports First Quarter Fiscal 2023 Results

August 5, 2022

Excluding significant items, quarterly earnings per common share of $0.11 (1) First quarter dividend of $0.085 per common share

Wealth and Asset Management

Quarterly company insolvencies increase by 81% year-on-year – Evelyn Partners

August 4, 2022

The number of company insolvencies was particularly influenced by creditors’ voluntary liquidations (CVLs), with 4,908 recorded in Q2 2022.

Wealth and Asset Management

Forbes Announces Seventh Annual List Of Top Next-Gen Wealth Advisors

August 4, 2022

This year’s list includes 100 advisors, and its ranking of Best-In-State Next-Gen Advisors.

Wealth and Asset Management

Pictet: No Place in Private Banking for Crypto

August 4, 2022

While a growing number of private banks are offering crypto to wealthy clients including Julius Baer, LGT, Goldman Sachs and more, Pictet believes that adoption at this point in time might be premature.

Wealth and Asset Management

Continuum boss: 'We want to bring wealth management to everybody'

August 4, 2022

Managing director of M&G Wealth, David Montgomery, echoed similar plans.

Wealth and Asset Management

Oak Wealth Management Announces Recent Acquisition During Season of Growth

August 4, 2022

The acquisition comes as part of a large growth strategy for OWM, an investment management and financial planning practice based in Walnut Creek, California.

Wealth and Asset Management

Coutts London Prime Property Index Q2 2021

August 4, 2022

We’re seeing several signs that London’s prime property market is getting back on form.

Wealth and Asset Management

Apex Group closes transformative acquisition of Sanne

August 4, 2022

The addition of Sanne brings another 2,500 people into the Group and adds six new locations in Denmark, Japan, Serbia, South Africa, Spain and Sweden.

Wealth and Asset Management

Mercer Advisors Acquires Mallard Advisors, LLC

August 3, 2022

Acquisition of Mallard Advisors, LLC Expands Mercer Advisors' Northeast Presence

Wealth and Asset Management

J.P. Morgan Private Bank adds two billion-dollar advisor team to its Chicago business

August 3, 2022

These new hires are tremendous additions to the team and terrific examples of our commitment to hiring the most client-focused advisors in the industry.

Cookie Notice