Latest News for: World wealth management

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iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Maryville Daily Forum 25 May 2022
Through deeply embedded technology, SIMON delivers integrations across 50 plus product manufacturers and 50 plus wealth managers – including the largest IBDs, bank/regional broker dealers and private banks, and more than 100 RIAs, as well as platform access to more than 100,000 advisors.
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Hamilton Lane Joins Latest Round of Funding for Private Market Exchange ADDX

Longview News-Journal 24 May 2022
In addition to ADDX, recent investments have included ESG technology platform Novata and wealth management fintech platform TIFIN ... HLNE) is a leading private markets investment management firm providing innovative solutions to institutional and private wealth investors around the world.
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Best Buy’s CEO says she isn’t planning for a ‘full recession’ — and she’s not alone

Business Insider 24 May 2022
Daniel Ives, managing director of equity research at Wedbush Securities, told Insider that could be true ... it will be a light recession," he told CNBC at the World Economic Forum's annual gathering in Davos, Switzerland. The QIA manages the country's sovereign wealth fund.
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Twelve UBS advisors in South Texas market named to the Forbes/SHOOK Best-In-State Wealth Advisors list

Longview News-Journal 23 May 2022
This year's Forbes/SHOOK Research Best-in-State Wealth Advisors list is comprised of over 6,500 Advisors across the country, managing more than $10 trillion in client assets ... As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.
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Swiss Bank Julius Baer Offer Crypto Services to its Affluent Clientele

Crypto Economy 23 May 2022
Julius Baer Group, a private bank based in Switzerland, announced that it is creating a proprietary digital wealth management system focused on Bitcoin (BTC) and other cryptocurrencies exclusively customized to cater to the bank’s wealthy clients ... wealth management”.
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UBS CEO says clients on sidelines amid market volatility

Metro USA 23 May 2022
He also said the world’s largest wealth manager would roll out a new digital product called Circle One in Singapore on Tuesday and could ...
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After A Stunning Recovery, Markets Turn Iffy Again | Mint

Live Mint 23 May 2022
The Nifty 50’s upward jaunt from 7,500 to 18,000 within a space of two years has been cut short by a cocktail of challenges ranging from frantic central bank moves, to the war in Ukraine ... has recovered from lockdowns ... However, the world is a much more uncertain place today, said Vineet Bagri, managing partner, TrustPlutus Wealth (India) Pvt. Ltd.
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Stocks steadier as euro leaps on likely rate hikes

Metro USA 23 May 2022
“We believe markets will remain turbulent until investors get greater clarity on the 3Rs – recession, rates and risk,” added Mark Haefele, chief investment officer at UBS Global Wealth Management. The World Economic Forum holds its first in-person meeting in two ...
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Where is Conor McGregor from? Birthplace, home country for former UFC champion

Sportingnews 23 May 2022
While he hasn’t fought in a while, Conor McGregor remains a popular character in the combat sports world. The “Notorious" one’s story is inspirational, as he climbed up the ladder to become one of the richest athletes in the world ... Thanks to his wealth, McGregor has managed to travel all over the world.
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Any potential recession will be 'light,' Qatar Investment Authority CEO says

CNBC 22 May 2022
The QIA, which manages $450 billion in assets, is ranked as the world's ninth-largest sovereign wealth fund ... .
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From blood-on-the-streets to a full-blown bubble, some conversations post-crypto crash

The Times of India 21 May 2022
The crypto currency managed to erode the wealth of millions of investors, many of whom were from India. The stock market and the crypto world have attracted a large number of new investors over the last two years, owing to a liquidity-driven bull market in a low-interest rate environment.
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Swiss Asset Manager Vowed to Launch DeFi Services Within 3 Years

CryptoPotato 20 May 2022
The group will integrate cryptocurrencies into its wealth management services by first offering relevant advice and research to its targeted clients ... “Integrating digital assets into its holistic wealth management proposition will position Julius Baer firmly at the interface of digital assets and the fiat world.
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Twenty-six UBS advisors in Greater Florida market named to Forbes/SHOOK Best-in-State Wealth Advisors list

Longview News-Journal 19 May 2022
This year's Forbes/SHOOK Research Best-In-State Wealth Advisors list is composed of more than 6,500 advisors managing a collective $10 trillion in client assets ... As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.
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M&A wrap: Planview headcount to surge with latest deal; Envestnet buys Austin startup

Business Journal 19 May 2022
Planview, a work management software company, is scooping up a Vancouver-based value stream management startup and Envestnet Inc. (NYSE. ENV), one of the largest wealth management technology companies in the world, now owns an Austin startup ... .
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Harbor Capital Advisors to Expand ETF Suite with International Compounders ETF

Hastings Tribune 19 May 2022
In a world seemingly dominated by low-cost index investing we believe active managers need to be truly active to add value,” said Kristof Gleich, President and CIO. “We are thrilled to partner with C WorldWide Asset Management Fondsmaeglerselskab A/S (“C WorldWide”) ... asset manager.

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