Latest News for: wealth manager

Edit

Focus Wealth Management Announces Name Change, New Website, and Launch of Quiet Investing Series

Canada Newswire 02 Apr 2025
TORONTO, /CNW/ - Focus, a leading independent investment firm serving high-net-worth families, endowments, and foundations, is proud to announce its official name change to Focus Wealth Management, effective ... SOURCE Focus Wealth Management.
Edit

Titan Wealth expands workplace business with acquisition    

Financial Planning Today 02 Apr 2025
Wealth manager and Financial Planner Titan Wealth has acquired Workplace Advice Group, a provider of workplace pensions which manages £200m for 1,459 schemes. The deal will boost Titan Wealth’s assets under management and advice to £36bn.
Edit

Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI (Allfunds Group plc)

Public Technologies 02 Apr 2025
Nextportfolio is a trusted solution for wealth managers, advisors, and portfolio managers that is already used by 80 financial institutions in 15 countries ... increasing complexity of wealth management.
Edit

The blue-blooded City fund giant battling to stay relevant

The Daily Telegraph 02 Apr 2025
But up against a better-resourced American private credit managers such as Carlyle and Blackstone, Schroders never appeared particularly comfortable operating away from its main strengths of stockpicking and wealth management.
Edit

Wirex Private Introduces $10 Million Crypto-Backed Loans for Enhanced Wealth Management

PR Newswire 02 Apr 2025
Wirex Private Introduces $10 Million Crypto-Backed Loans for Enhanced Wealth Management. The service is designed to help clients optimize their wealth management strategies by offering ... Responsible capital access for strategic wealth management.
Edit

HotelPartner Revenue Management hires Ylenia Ficalora

TravelDailyNews 02 Apr 2025
With a wealth of experience at prestigious hotels, Ylenia previously served as Reservations and Revenue Manager at The NoMad Hotel London, and before that, as Revenue and Systems Manager at The Ned.
Edit

Property people: Fisher German; Zerum; and more

The Business Desk 02 Apr 2025
Theaker joined Fisher German in 2021 and works within the firm’s North East Estate Management team ... Leeds and Manchester-based property and construction consultancy, Zerum Group, has welcomed a new director of cost management to its Yorkshire team.
Edit

Gemini Shippers Association Welcomes Daniel Stefanik

The Berkshire Eagle 02 Apr 2025
Dan brings a wealth of experience and a proven track ...
Edit

FNB Private lauded as Africa’s Best Private Bank

Business Day 02 Apr 2025
... in the prestigious Euromoney Private Banking Awards 2025, marking a significant milestone in its evolution as a leader in private banking and wealth management.
Edit

People: Weightmans; SD Team; FTI Consulting; Squire Patton Boggs; Morecrofts; Cortus Advisory; KOMI Group

The Business Desk 02 Apr 2025
Sarah Walton has become the first female managing partner of Weightmans, as the Liverpool-based national law firm announces a raft of changes to its strategic leadership team ... Sam Lenehan, group managing director, said.
Edit

How remote workers can take advantage of the tax-avoidance strategies high-net-worth NFL athletes use

Business Insider 02 Apr 2025
... their wealth preservation? ... Bass is the vice president of finance at Rise Family Office and managing partner at Rise Capital Partners, where he helps professional athletes with tax and wealth planning.
Edit

U.S. stocks close mixed as investors await tariff clarity

China.dot.org 02 Apr 2025
Economic concerns deepened as the Institute for Supply Management's ... However, RBC Wealth Management predicts that stocks could rebound in the coming months following a volatile first quarter.
Edit

Groundbreaking Prediction: Index-Based Crypto ETF Approval Expected Soon

Bitcoin World 02 Apr 2025
Exciting news is brewing in the crypto world! Could we be on the cusp of a major shift in how investors access digital assets? Nate Geraci, a prominent voice in the wealth management sector and CEO of ...
×