Wealth and Asset Management Archives - Page 996 of 1553

IBS Intelligence awards Objectway #1 for Private Banking and Wealth Management deals

July 4, 2022

Objectway also got a very favorable place in the SLT Leaderboard for Private Banking & Wealth Management, a reflection of the company’s offering performance and scalability on a global scale.

Wealth and Asset Management

Contemi Wins Best 'Corporate Actions Solution' Award at the Goodacre Systems in the City Fintech Awards 2022

July 4, 2022

The awards aim to highlight system suppliers' excellence within the UK financial services industry.

Wealth and Asset Management

Private markets firm opens Swiss office to target wealth managers

July 4, 2022

Steffen Pauls said that having a physical presence in Zurich will help Moonfare build partnerships with wealth management firms in the region.

Wealth and Asset Management

LGT presses ahead with commitment to sustainability and joins three global initiatives

July 4, 2022

By becoming a member of three global bodies committed to climate, society and the environment, LGT Private Banking now takes another important step in its sustainability strategy.

Wealth and Asset Management

J.P. Morgan Private Bank expands Middle East and North Africa team with key hires in Switzerland

July 4, 2022

Based in Geneva, Switzerland, Yazeed Mohammed Alsubeaei and Ghadeer Yusuf will help drive the Private Bank’s business strategy and growth advising UHNW individuals and families on effectively protecting, managing and growing their wealth

Wealth and Asset Management

Hawksford acquires two international businesses

July 4, 2022

The acquisitions, collectively adding more than 60 years of international industry experience, see Hawksford increase its geographical footprint and services, moving into Mauritius and the Republic of Ireland for the first time.

Wealth and Asset Management

Credit Suisse Expands Funding to Nonprofit Organizations Leading Efforts to Improve Pathways to Career & Upward Mobility

July 1, 2022

The organizations provide educational pathways outside of traditional four-year degrees, enhancing their students' abilities to launch promising careers.

Wealth and Asset Management

Hampden & Co teams up with Hiscox Private Client to offer bespoke insurance solutions

July 1, 2022

Through the relationship with Hampden & Co, Hiscox property insurance can include multiple assets, worldwide cover for theft, loss and damage of possessions, and additional protection for staff and visitors.

Wealth and Asset Management

Three Shortlisted From JTC In The Citywealth Future Leaders Awards 2022

July 1, 2022

These awards aim to champion young professionals in the wealth sector and highlight our leaders of today and tomorrow.

Wealth and Asset Management

Accuro finalists of the STEP Private Client Awards 2022

July 1, 2022

The STEP Private Client Awards are widely acknowledged as the most prestigious Awards

Wealth and Asset Management

BMO Recognized as Best Private Bank, Best Commercial Bank and Best Retail Bank in Canada

July 1, 2022

The annual World Finance Banking Awards recognize industry leaders, eminent individuals, exemplary teams, and distinguished organizations which represent the benchmark of achievement and best practices in a variety of fields.

Wealth and Asset Management

Julius Baer reaches settlement in disclosed legacy litigation case

July 1, 2022

The underlying facts of the dispute date back more than ten years. Approximately half of the settlement amount is covered by pre-existing provisions.

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