01/03/2025
The Humphreys Group Announces Strategic Partnership with Treehouse Wealth Advisors
Bay Area wealth management firms join forces to provide expanded financial services
Wealth and Asset Management
01/03/2025
NMA Top 100 firm signs portfolio deal with Sarasin
MPA signs its second partnership deal with an asset manager since September to deliver model portfolio ranges.
01/03/2025
SimplyBiz founder Ken Davy given OBE
New Year's honour handed out for services to rugby league side Huddersfield Giants.
01/03/2025
L’Exception Sold to Asset Management Firm AA Investments
It caps a rocky year for multibrand e-commerce platforms.
01/03/2025
Deutsche Bank aims to boost fixed income trading in Americas
Ram Nayak, co-head of Deutsche Bank's investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.
01/03/2025
$124tn in wealth will change hands by 2048
Nearly $100 trillion will be transferred from Baby Boomers and older generations, representing 81% of all transfers.
01/03/2025
Mirae Asset co-CEOs Kim Mi-seob and Heo Sun-ho target global growth with AI
Specifically, Mirae Asset Securities plans to continuously pursue asset growth and revenue expansion by enhancing personalized comprehensive asset management for WM clients.
01/03/2025
Why wealth preservation matters
With every market rise, there is an eventual, inevitable fall.
01/03/2025
HSBC keeps UK overweight into 2025
The private bank also expects private assets to play a big role this year and warns clients not to hold cash.
01/03/2025
Former Julius Bär chair passes away
He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.
01/02/2025
Alpian CEO: «Demand From Abroad Is Very Strong»
The milestone of CHF 100 million in assets under management was surpassed by midyear.
01/02/2025
BIT Capital is approaching Switzerland
BIT Capital wants to be anything but a conventional asset manager.
01/02/2025
Private bankers will need to adapt and learn as new challenges emerge, says industry veteran
But the industry is facing seismic changes which will require private bankers to raise their game considerably.
01/02/2025
Guernsey Finance Chairman Lyndon Trott awarded OBE
Deputy Trott said he was ‘enormously grateful’ for the honour and thanked his family, political colleagues, public servants, business colleagues and the Guernsey community.
01/02/2025
How a Geneva multi-family office selects quant funds
Fabian Scheler, a portfolio manager at the multi-family office Amadeus Capital in Geneva, shares tips on choosing systematic strategies.
01/02/2025
Hoxton Wealth launches new online community
it’s aimed at anyone aspiring to a career in financial planning
01/02/2025
HSBC raises fees for wealth management and personal banking services
The bank’s spokesperson said that fees are reviewed regularly and adjusted as needed, and customers can continue to withdraw foreign currency without fees at the bank’s ATMs in Hong Kong.
01/02/2025
Why the rich aren’t talking about the wealth transfer
Only a quarter of 1,800 rich business owners have spoken to their families about passing down their wealth, according to an HSBC Global Private Banking survey
12/31/2024
UBS boss warns against excessive banking regulation ahead of overhaul
UBS is wary of what could emerge and Ermotti said tougher regulation across the board could weaken the Swiss financial sector against competition in London, Hong Kong and Singapore.
12/31/2024
Private jet industry offers new avenues for brands to connect with UHNWIs
The private jet industry is soaring, with remarkable growth both globally and within the GCC spurred by HNWIs and UHNWIs.