Wealth and Asset Management Archives - Page 979 of 1554

Evelyn Partners announces continued robust new business generation and strong progress on key strategic initiatives

August 1, 2022

The business has continued to deliver strong growth in net new business and operating income, while also making excellent progress on key strategic initiatives.

Wealth and Asset Management

Kingswood makes 6th acquisition of 2022

August 1, 2022

Kingswood said it had a “transformational year” in 2021

Wealth and Asset Management

NatWest considering bid for wealth manager Quilter

August 1, 2022

The lender remains 48% owned by UK taxpayers after a government bailout during the financial crisis more than a decade ago.

Wealth and Asset Management

Kingsley Napley: What Succession tells us about protecting your assets

August 1, 2022

Generally, the overall desire of clients to protect their wealth from threats and to ensure that they bequeath it to the next generation in a way that works for them and their children has not changed much either.

Wealth and Asset Management

Vontobel Completes Acquisition of UBS Swiss Financial Advisers

August 1, 2022

Vontobel plans to carry out the operational and legal combination of Vontobel SFA and VSWA

Wealth and Asset Management

Mediobanca BoD- Results for FY 2021-22 approved

August 1, 2022

The effectiveness of Mediobanca’s business model, its distinctive positioning and diversified activities, have enabled the Group to deliver record 12M results despite the adverse macro scenario and market turmoil

Wealth and Asset Management

Lugano private bank looks for PM

August 1, 2022

The manager will be responsible for researching third party funds, interviewing managers and identifying best-in-class products.

Wealth and Asset Management

CaixaBank earns €1.57 billion in the first half of the year, up 17.1% on a like-for-like basis

July 29, 2022

The CaixaBank Group posted an attributable net profit of €1.57 billion in the first half of 2022, up 17.1%, on a like-for-like basis, on the same period of the previous year.

Wealth and Asset Management