Managers of Wealth

Wealth managers feel strong philanthropic frameworks exist to support clients

He said there were specialist solicitors in the UK who were available to wealth managers who had a client wishing to set up a foundation.

SJP reports record FUA and increased inflows in first half of 2024

On the financial front, SJP’s underlying post-tax cash result was slightly lower at £205.2m compared to £207.1m in the previous year.

Swiss Private Banking in Italian

It was under these premises that BG Suisse Private Bank was founded in 2021.

Southshore Wealth Management joins Cetera Advisor Networks from Ameriprise

McCormick brings with him over $151 million in assets under administration.

Wealth Management Opportunities In The GCC Surge

For private wealth managers, the region offers attractive opportunities.

UK's St James's Place shares soar on strategy reboot

St James's Place said it would cut costs by 80 million pounds by 2026 and aim to trim its overall costs by 100 million pounds a year by 2027.

Wealthy investors help drive surging demand for gold

Family offices and rich individuals likely to be behind record second quarter, says report

Mashreq Private Banking celebrates Excellence at the ABF Retail Banking Awards 2024

The bank’s solutions have brought significant value to clients and other stakeholders.

Standard Chartered: Second Quarter and Half-Year 2024 Results

Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024

Nomura profit triples on jump in wealth management and trading

Net income tripled from a year earlier to ¥68.9 billion ($446 million) in the three months ended June 30, the company said in a statement Tuesday.

Amundi : 2024 1st half and 2nd quarter results

These assets under management now include nearly €100bn in direct distribution, alongside the success of the JVs.

Quilter launches second iteration of inclusion and diversity action plan

The new plan builds on the positive changes achieved thus far and continues to prioritise solutions with measurable impact with long term sustainability at the fore.

Private Banks Unimpressed by China’s Third Plenum

Onlookers hoped for signs of a swift economic turnaround.

J Safra Sarasin backs small caps in ‘major rotation’

The Basel-based private bank says that small-caps suffered when interest rates were rising, but are now part of the way through a recovery.

SJP advisers fear plummeting practice valuations amid debt worries

Are SJP raising funds to support the market?

Channel Islands at forefront of Citywealth International Financial Centre Awards shortlist

The list is now released by the judges and the public vote is open to allow the global private wealth industry to have their say.

UnionBank Private Banking reaffirms its commitment to helping clients grow and transition wealth across generations

UnionBank Private Banking treated guests to a top-tier experience as an expression of gratitude for the trust and partnership accorded to them by their clients.

S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank

This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.

Multigenerational wealth – how to keep it in the family

The statistics are regularly quoted, probably because the warnings Roy Williams gave alongside the findings have still not been heeded.

Top 1 percent bags over $40 trillion in new wealth during past decade as taxes on the rich reach historic lows

This week G20 Finance Ministers are expected to lay the foundations of a groundbreaking global deal to increase taxes on the super-rich.

1
2
3
…
131
132
133
134
135
136
137
138
139
140
141
…
1538
1539
1540

Wealth and Asset Management