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SEARCH RESULTS FOR "WEALTH MANAGEMENT" NEWS

Noel Quinn Heads to Julius Baer; Watch Brand Legacy

Noel Quinn Heads to Julius Baer; Watch Brand Legacy
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Former HSBC chief Noel Quinn is the new chair of Julius Baer, while a journalist recounts a brief internship at Vacheron Constantin, exploring the world of luxury watches. Read more...

Investment Firms Adjust Positions in Key Companies

Investment Firms Adjust Positions in Key Companies
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Several investment firms, including Able Wealth Management, Los Angeles Capital Management, and New York Life Investment Management, have adjusted their holdings in companies like Alphabet, Curbline Properties, and AXIS Capital. Coinbase also saw a positive regulatory development. Read more...

Stifel Nicolaus Initiates Coverage on Multiple Stocks

Stifel Nicolaus Initiates Coverage on Multiple Stocks
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Stifel Nicolaus has recently initiated coverage on several companies, including Martin Marietta Materials, Sionna Therapeutics, and Vulcan Materials, issuing "buy" ratings and setting price targets. Lightspeed Commerce Inc. receives a "Moderate Buy" consensus. Read more...

Analyst Moves: Alphabet, CrowdStrike, Duolingo & More

Analyst Moves: Alphabet, CrowdStrike, Duolingo & More
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Recent analyst activity impacts stocks like Alphabet, CrowdStrike, Repay, A-Mark Precious Metals, Duolingo and SoFi. Find out who's buying, selling, and changing their ratings. Read more...

Investing Insights: Dividends, Funds, and Sustainability

Investing Insights: Dividends, Funds, and Sustainability
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A roundup of recent investment insights, including AT&T's dividend strength, the performance of sustainable indices, the benefits of the CET fund, and Brookfield Corporation's growth. Read more...

Investor Activity: Alphabet, KeyCorp, and More

Investor Activity: Alphabet, KeyCorp, and More
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Recent SEC filings reveal investment firms' activity in Q4, including changes in holdings of Alphabet, KeyCorp, GXO Logistics, and Affiliated Managers Group. Read more...

Microsoft Shares Dip Amid AI Spending Concerns

Microsoft Shares Dip Amid AI Spending Concerns
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Microsoft's stock price has seen a slight decrease as investors express concerns about the returns on substantial AI investments. Meanwhile, some wealth management firms are increasing their MSFT holdings. Read more...

Noel Quinn to Chair Julius Baer Amid Signa Fallout

Noel Quinn to Chair Julius Baer Amid Signa Fallout
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Former HSBC chief Noel Quinn will chair Julius Baer as the Swiss wealth manager navigates the fallout from its exposure to Rene Benko's Signa property empire. Benko remains in custody. Read more...

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