Wealth and Asset Management Archives - Page 987 of 1554

M&G eyes income potential amid record inflation

July 19, 2022

The sell-off in bonds in 2022 has created a compelling case to pick up certain assets at attractive prices, with wider spreads potentially cushioning further rate rises, according to M&G Investments.

Wealth and Asset Management

Ex-GAM man moves to Luxembourg competitor in Zurich

July 19, 2022

The Luxembourg fund house Candriam expands its presence in the city on the Limmat. Anyone new to Zurich.

Wealth and Asset Management

Franco Polloni: «EFG has benefited from the turbulence at CS»

July 19, 2022

Many people do not know that. But overall we have always had a large base of Swiss customers.

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London & Capital sets up shop in Spain

July 19, 2022

‘We’re not your typical British wealth manager’

Wealth and Asset Management

Kingswood U.S. Recruits More Than $355 Million in Total Client Assets with Addition of Eight Independent Financial Advisors and Practices

July 19, 2022

The new affiliates in the Kingswood U.S. network bring decades of experience in holistic financial planning and represent diverse geographies as well as client bases.

Wealth and Asset Management

UBP’s Lespinard mulls liquidity questions as group pushes further into private assets

July 19, 2022

Swiss group is looking to expand its private markets division with new strategies following the hire of Sanjay Gupta as global head of private equity investing.

Wealth and Asset Management

Bank of Singapore: «The peak of policy tightening has passed us»

July 19, 2022

Although that heralded a massive crackdown on web-based platforms then, voices are now becoming louder in the market that the worst is over from a regulatory perspective, with the Bank of Singapore being the latest to join the camp.

Wealth and Asset Management

Evelyn Partners becomes first UK top ten wealth manager to open Brighton office

July 19, 2022

The move will help pave the way for further expansion of the leading integrated wealth management and professional services group in the South East.

Wealth and Asset Management

Goldman Sachs still rules Wall Street: Earnings blow away forecasts

July 19, 2022

Goldman Sachs thrived despite the fact that stocks plummeted during the first half of 2022.

Wealth and Asset Management

Nomura Private Bank’s CIO and Head of DPM on the Growing Appeals of DPM for Asia’s HNW and UHNW Clients

July 18, 2022

Gareth was one such senior hire who arrived last year, bringing with him more than 16 years of experience across fixed income and multi-asset portfolios, joining from Bank of Singapore, where he was Head of Fixed Income DPM and a member of its investment

Wealth and Asset Management

Clifton Asset Management acquires Aberdeen financial services firm Burnett & Reid

July 18, 2022

The amount of funding invested in the Bristol firm has not been disclosed.

Wealth and Asset Management

A Wealth Management Bright Spot in Tough Quarter for Wells Fargo

July 18, 2022

The bank’s businesses, including its wealth management unit, got a boost from rising interest rates. Net interest income for Wells Fargo’s wealth unit soared 50% year over year, or $306 million, to $916 million.

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