08/08/2023
It found that many Millennials and Generation Z do not have a relationship with the adviser who currently manages the assets they stand to inherit and that this poses a "significant challenge" to advisers.
08/07/2023
As it turns out, the Apollo/Athene combination has proved much more deft than it may appear.
08/07/2023
The Singapore office’s hiring picked up around the end of 2022 and accelerated in the past six months, the person said, requesting not to be named because the matter is private.
08/07/2023
Gen X is set to be the wealthiest ever to have lived, thanks to a phenomenon known as the great wealth transfer.
08/07/2023
This report offers invaluable information on industry revenue, demand status, and the competitive landscape, guiding companies to establish winning strategies and achieve long-term success.
08/07/2023
Will be renamed the Nordea 1 – Global Diversity Engagement Fund
08/04/2023
The emirate and its neighboring city of Abu Dhabi are actively luring the rich and influential with enticing offers such as tax-free status, relaxed regulations, and a time zone that favors exchanges with Asia.
08/04/2023
The list showcases MENA’s most exceptional legacy businesses that have not only endured through generations but are now making waves on the region’s stock markets, says Forbes
08/04/2023
In an M& A transaction, ideally, a buyer engages a Paying Agent for all payments at closing so that the Paying Agent will then have full oversight of all payments related to the transaction.
08/04/2023
The biggest change when comparing the current IG curve shape with the beginning of the year is the move higher on the short end.
08/04/2023
A high-net-worth individual is a person who owns liquid assets valued at $1 million or more.
08/03/2023
Dozens of senior employees are said to have already left the bank for competitors.
08/03/2023
Announcing the winners of The Asset Triple A Private Banking and Wealth Management Awards 2023
08/03/2023
He once wrote a book recommendation for finews.ch when it came to finding the right summer reading.
08/03/2023
The Zurich-headquartered banking group sees fast growth in wealth management division, which is positioned as the future growth engine.
08/03/2023
Many more people will be impacted by inheritance tax in the future
08/03/2023
Ion Bogdaneris steps down after starting in role in February
08/02/2023
The gains reflected renewed optimism that the Federal Reserve and European Central Bank are nearing the end of their tightening cycles.
08/02/2023
Depending on how things play out, even the Swiss public could suffer.
08/02/2023
This led to overwhelmingly positive feedback from existing clients and supported new mandate growth with multiple new clients having been onboarded over the last 12 months.