08/07/2023
Gen X prepares for the next great wealth transfer
Gen X is set to be the wealthiest ever to have lived, thanks to a phenomenon known as the great wealth transfer.
Comment & Analysis
08/07/2023
Hard Luxury Goods Market Growth Drivers and Size Analysis 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
Nordea AM broadens gender diversity fund’s investment mandate
Will be renamed the Nordea 1 – Global Diversity Engagement Fund
08/04/2023
New Wave Of Wealthy Digital Nomads Flocking To Dubai – Here’s Why
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
Saudi firms dominate 'Top 100 Arab Family Businesses' list
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
Paying Agent Services
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
IG corporate bond insights
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
What It Takes To Be A High-Net-Worth-Individual (HNWI) In 2023
A high-net-worth individual is a person who owns liquid assets valued at $1 million or more.
08/03/2023
UBS to Close Credit Suisse's Houston Office
Dozens of senior employees are said to have already left the bank for competitors.
08/03/2023
Private Capital Awards 2023: Generating alpha in uncertain times
Announcing the winners of The Asset Triple A Private Banking and Wealth Management Awards 2023
08/03/2023
Tidjane Thiam is approaching a new adventure
He once wrote a book recommendation for finews.ch when it came to finding the right summer reading.
08/03/2023
‘We are still having very intense discussions’: Vontobel continues RM hiring drive
The Zurich-headquartered banking group sees fast growth in wealth management division, which is positioned as the future growth engine.
08/03/2023
28% of HNW Brits have no measures in place to address IHT
Many more people will be impacted by inheritance tax in the future
08/03/2023
Billionaire Michael Spencer’s Family Office Loses CEO After Six Months
Ion Bogdaneris steps down after starting in role in February
08/02/2023
What to do after a risk-on July
The gains reflected renewed optimism that the Federal Reserve and European Central Bank are nearing the end of their tightening cycles.
08/02/2023
Did Credit Suisse Deliver as a «Bank for Entrepreneurs»?
Depending on how things play out, even the Swiss public could suffer.
08/02/2023
Schroders Solutions wins LDI Manager of the Year at the European Pension Awards 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.
08/02/2023
PostFinance launches educational game for employees, issued by Sygnum
Sygnum’s B2B offering empowers partner banks and VASPs with a fast, cost-efficient market entry with innovative, regulated and compliant crypto products.
08/02/2023
The best preventative medicine, health screening and anti-ageing clinics for HNWs in 2023
Welcome to the Spear’s ranking of the preventative medicine specialists for high-net-worth individuals in the UK in 2023
08/02/2023
Top 50 IAM hires new fund manager to oversee equities
Former BayernInvest portfolio manager Benedikt Popp will take on a range of responsibilities including equity analysis and selection.