Managers of Wealth

Asset managers also have a massive need for customer advisors

The investigation was carried out by the consulting firm Advea and the holding company Cinerius.

BNP Paribas and the EDF group sign a partnership to support the bank's individual customers in the energy renovation of their homes

They will help them identify the work to be carried out in their home using the simulator offered by IZI by EDF, EDF's consumer service brand.

Rolls-Royce profits soar and recovery accelerates

The company posted an underlying operating profit of £1.7 billion, a five-fold increase from the £315 million recorded in 2022.

Jupiter shares jump on forecast-beating profit update

Shares are up nearly 7% after asset manager reported a 36% jump in annual underlying pre-tax profit to £105.2m.

Look for market “North Stars” amid data noise

The consumer price index for January came out stronger than expected, while retail sales for the same period turned out weaker than had been generally assumed.

Study finds institutional investors and wealth managers boost investment in life settlement funds

The main reason for the rise in number of life insurance policyholders cashing in policies identified by the research is the rising cost of long-term care in the US followed by the increasing ageing population.

Why wealth is not an insulator against vulnerability

'Time and again, we have seen that self-identification simply doesn't work'

Litigants digest ‘comprehensive’ UBS defence of the Credit Suisse takeover price

Media reports say that the legal defence casts doubt on Credit Suisse’s capitalisation as early as 2021.

“As A Whitlock, We Don't Quit.” Olympic Gymnast Max Whitlock Obe On Building Perfection

As we launch our partnership with Team GB for the Paris 2024 Olympic Games, we speak to three-time Olympic champion Max Whitlock about ‘perfection’, what drives him to succeed and how he finds balance for his physical and mental health.

University of Reading top the People and Planet University League as progress in sustainable investment policy is recognised

The active approach to engagement and voting encourages companies and managers to transition to climate solutions as well as promoting improvements in human rights, inclusion, and diversity.

Banks remain bullish on 'overbought' Japan despite near-term fears

Japanese equities are looking overheated as the Nikkei 225 closes in on a record high, but private banks continue to back the long-term corporate reform story.

Pontera Partners with CAPTRUST to Enable Enhanced Retirement Planning and Wealth Management Capabilities

CAPTRUST to leverage Pontera's platform to elevate its wealth management services

NatWest delivers solid results amid challenging environment

The bank's guidance for 2024 was cautious

Bank Executives Come Up Short During Bonus Season

It used the results of its own compensation trends survey to come up with the figures.

Wealth Of Australia’s 50 Richest On Forbes List Rises To $222 Billion

Forbes list are better off from a year ago.

‘R29 billion’ Please Call Me idea could make Makate one of the richest people in South Africa

According to Makate, he had an idea for a free missed-call service that he shared with his superior at Vodacom in 2001.

The fight against inflation enters extra time

Despite declaring victory in the fight against inflation, US and European central bankers appear hesitant to cut rates.

AP Executive: Your Trusted Global Partner in Wealth Management Recruitment

Recruitment is paramount to business success

Are clouds lifting for private assets in 2024?

Rising interest rates, geopolitical and macroeconomic uncertainty led to deals drying up and have slowed the flow of returns to investors.

Moving to Florida could save Jeff Bezos at least $600 million. How Florida became ‘nirvana’ for the superrich

If all goes to plan—and assuming Amazon's stock price stays the same—he will save around $600 million in taxes.

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