02/13/2023
Inheritance tax is the top concern for HNWIs in the UK
76% of all HNWIs felt they needed guidance for investment management, but men were more confident than women (60% vs 40%).
Wealth and Asset Management
02/10/2023
Deutsche Bank’s asset management arm DWS mulls digital asset acquisitions
Asset manager Deutsche Digital Assets was formerly known as Iconic and manages exchange traded products for Bitcoin, Ethereum, EOS and Apecoin, as well as other crypto funds.
02/10/2023
GAM backer cuts exposure for third time in quick succession
German investor Jörg Bantleon has further reduced his stake after holding more than 10% in October.
02/10/2023
The benefits of wealth diversification
Diversification could help you manage your wealth goals across all your assets.
02/10/2023
Standard Bank Jersey scoops two awards at Citywealth IFC awards
Now in its twelfth year, the Citywealth IFC Awards were established to highlight the excellence of private wealth advisers and managers based in major international financial centres.
02/10/2023
Zürcher Kantonalbank reports net profit of CHF 1,059 million, exceeding the CHF 1 billion mark for the first time
This good result was driven primarily by interest operations and the trading business, as well as cost discipline, while the commission and fee business maintained the good level of income generated in the previous year despite difficult conditions in 202
02/10/2023
New Quilter Cirilium bosses put funds under review
Ian Jensen-Humphreys is embarking on an overhaul of the £6.8bn active range after taking over the funds in December.
02/10/2023
Hargreaves and DFMs push Treasury to relax bond-investing rules
Exclusive: The group wants corporate bond rules to be eased through the financial services and markets bill.
02/10/2023
Record result thanks to diversification
The outlook for the current year is fundamentally optimistic, inflation is likely to have peaked and the financial markets should continue to stabilize.
02/10/2023
Credit Suisse’s Unbending Headcount Number
As part of that, they reduced the number of employees by 4 percent in the last three months of the year while shrinking contractor headcount by 30 percent and consultant numbers by 20 percent.
02/10/2023
Bank WIR grows in excellent health to a new record level
In a challenging environment, Bank WIR achieved a profit of CHF 15.7 million in 2022 and thus - as in previous years - exceeded the previous year's figure.
02/10/2023
European equity ETPs enjoy sharp flow incline
Largest inflow since January 2022
02/10/2023
Lazard’s family legacy is gone, the Rothschilds fight on
Two European banking dynasties show the struggle to reconcile family control and growth
02/10/2023
HSBC downgrades Abrdn, cautious on near-term prospects for wealth managers
In the same note, HSBC reiterated its ‘buy rating on M&G as it said there was 30.9% implied upside to its new 265p target price, lifted from 260p.
02/10/2023
Aspiriant Wins Private Asset Management's Best Private Wealth Manager In Client Service Award
We are honored to be recognized by Private Asset Management for our distinguished commitment to supporting our clients with expanded offerings, resources and new platforms
02/09/2023
Understanding Financial Advisory and Wealth Management
Understanding the goal and can recommend a course of action that gets there as soon as possible.
02/09/2023
US equity market looks unlikely to lead the global pivot in sentiment
This has now risen to 5.15%, in line with the most recent median estimate of 5.125% from top Fed officials.
02/09/2023
Wealth Enhancement Group Grows by Adding Washington Wealth Advisors, an Independent RIA with Over $273 Million in Client Assets
This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.8 Billion as East Coast Presence Grows
02/09/2023
UBS advisor team Montage Financial Group named to the Forbes Best-in-State Wealth Management Teams list
The Montage group is a specialized, experienced team that focuses on delivering insightful, tailored advice to guide generations of sophisticated families, senior executives and entrepreneurs through complex wealth challenges.
02/09/2023
Hightower Facilitates Strategic Merger Between TC Wealth Partners and EFG Advisors, Bringing their Combined AUM to More Than $2 Billion
Both firms are based in the Greater Chicago area and specialize in serving business owners