Annex Wealth Management
Tracked across 37 events · 1229 articles · First seen Apr 04, 2025 · Last active Aug 22, 2026
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Business
Impact: Annex Wealth Management launched the WRISE Master Trust in China — Hong Kong, expanding its wealth and legacy planning ecosystem for high-net-worth individuals and family offices.
Jun 04, 2026 · 6 articles
Business
Impact: Annex Wealth Management is a new firm launched by Darren Colananni, which will operate on LPL Financial's platform, serving high-net-worth individuals.
Jun 09, 2026 · 6 articles
Business
U.S. stock index futures inched up on Friday, August 21, 2026, following a sharp selloff in the previous session, but all three main indexes were on track for weekly losses of about 2%. The S&P…
Impact: UBS raised its year-end S&P 500 target to 8,100, citing a stronger earnings outlook.
Aug 21, 2026 · 7 articles
Business
Impact: Annex Wealth Management expands its Chicago-area presence and strengthens its retirement planning capabilities by adding Feutz.
Jul 16, 2026 · 6 articles
Business
Impact: Wealth management arm part of group's technology modernization and earnings diversification.
Jul 30, 2026 · 6 articles
Business
Impact: Annex Wealth Management is one of the merchant bankers for Park Medi World's IPO.
Dec 05, 2025 · 7 articles
Business
Impact: Annex Wealth Management is one of the book-running lead managers for the Park Medi World IPO.
Dec 10, 2025 · 6 articles
Business
Impact: Annex Wealth Management provided a fairness opinion on the valuation reports, supporting the share exchange ratio.
Jun 28, 2026 · 6 articles
Business
Impact: RBC's wealth management business in Europe; co-CEO Beer retains leadership, and the business is a key focus for expansion following the Royal Bank of Canada — Brewin Dolphin integration.
Jul 07, 2026 · 10 articles
Regulatory
London Stock Exchange Group — FTSE Russell announced on August 20, 2026 that India's Bombay Stock Exchange (BSE) has met the criteria to be an eligible exchange for its equity indices. This decision paves the…
Impact: Annex Wealth Management provided analyst estimates of $695 million inflows for BSE from the NIFTY 50 inclusion, highlighting its role as a market commentator.
Aug 20, 2026 · 7 articles
Business
Impact: Annex Wealth Management is one of the book-running lead managers for the LG Energy Solution IPO.
Sep 18, 2025 · 6 articles
Business
Impact: Annex Wealth Management offers expert commentary on SpaceX's large retail allocation in its IPO.
Apr 20, 2026 · 457 articles
Business
Impact: Frederik Ducrozet, head of macroeconomic research at Annex Wealth Management, notes that major AI powerhouses are not yet profitable, arguing for more caution despite the investment cycle.
Jun 05, 2026 · 13 articles
Business
ChangXin Memory Technologies Corp., a Chinese memory chipmaker central to the nation's AI infrastructure buildout, overtook Tencent as China's most valuable company in August 2026, surpassing half a trillion dollars in market capitalization. The ascent…
Impact: Annex Wealth Management is cited through its CIO Kelvin Tay, providing commentary on the tech cycle.
Aug 17, 2026 · 6 articles
International
The United States and Iran, with mediation from Pakistan and Qatar, are reportedly close to an arrangement to reopen the Strait of Hormuz, which Iran has effectively closed since the start of the US-Israeli attacks…
Impact: Wealth management firm whose strategist commented on the elusive nature of a durable deal.
Jun 16, 2026 · 349 articles
Business
Impact: Annex Wealth Management participated as an anchor investor in Gem Aromatics' IPO.
Aug 19, 2025 · 8 articles
Business
Impact: Annex Wealth Management served as a lead manager for the NCD issue.
Jan 06, 2026 · 7 articles
International
Impact: Brian Jacobsen, chief economist at Annex Wealth Management, provides an optimistic view on the ceasefire's immediate impact on markets and oil flow through the Strait of Hormuz.
Apr 07, 2026 · 13 articles
International
Impact: Brian Jacobsen, chief economic strategist at Annex Wealth Management, expressed skepticism about the long-term effectiveness of the ceasefire.
Apr 08, 2026 · 52 articles
Domestic
Impact: Alejo Czerwonko, chief investment officer for Emerging Markets Americas at Annex Wealth Management, commented on Argentina's debt maturities and financing strategies.
Apr 20, 2026 · 6 articles
Business
Impact: Annex Wealth Management is represented by its chief economic strategist, Brian Jacobsen, who provides market analysis.
Jul 02, 2026 · 6 articles
Business
Impact: Annex Wealth Management's downgrade put pressure on the European IT sector, which was further affected by Oracle Corporation's stock drop.
Apr 20, 2026 · 15 articles
Regulatory
Impact: Annex Wealth Management will be excluded from the derivatives segment of the National Stock Exchange of India from July 29, 2026, which is a separate development mentioned in the articles.
May 26, 2026 · 6 articles
Domestic
Impact: Brian Jacobsen, chief economic strategist at Annex Wealth Management, provided commentary on the labor market data and its implications for the United States — Federal Reserve.
Jul 02, 2026 · 27 articles
International
Impact: Claudia Panseri, chief investment officer at Annex Wealth Management France, provided insights on the macroeconomic impact of the ceasefire.
Apr 08, 2026 · 8 articles
Business
Impact: Annex Wealth Management, through Toni Meadows, provided commentary on Apple's AI positioning.
Jul 08, 2026 · 107 articles
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Annex Wealth Management raised S&P 500 target S&P 500US stock futures rise...
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Annex Wealth Management recommended subscribeShiprocket IPO lists 35% premium
National Stock Exchange of India
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Annex Wealth Management
Annex Wealth Management has no documented direct business relationship with the
National Stock Exchange of India
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Annex Wealth Management
The National Stock Exchange of India has no documented direct business relations
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