08/16/2024
The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.
08/16/2024
‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’
08/16/2024
Although mergers and acquisitions have enabled some firms to thrive, overall, the segments of the population that wealth management serves have hardly changed.
08/16/2024
The transaction is anticipated to be completed in the first quarter of 2025.
08/16/2024
Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients
08/16/2024
To pull it off, Hangari made a series of pledges, including that he’d double his division’s roughly $50 billion in assets under management in the coming years
08/15/2024
The UK is expected to suffer the most from increasing global wealth mobility over the next few years
08/15/2024
This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.
08/15/2024
City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares
08/15/2024
Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.
08/15/2024
It emerged as Australia’s Best for Family Office Services, Australia’s Best for Next-Gen, and Australia’s Best for Succession Planning.
08/15/2024
This dip occurred despite the region gaining $8.2 billion in net new assets.
08/15/2024
And UBS apparently wants to end the client relationship with the Rowland family.
08/15/2024
The BKB also presents the figures for the parent company, the cantonal bank alone.
08/15/2024
Swiss banks and boarding schools are paving the way in educating the next generation of ultra-high net worth individuals (UHNWI).
08/15/2024
Barriers to wealth transfer planning often include not getting the right people in the room because clients can be nervous about involving their children - and vice versa.
08/15/2024
Broker-dealers are particularly interest rate sensitive companies.
08/15/2024
The list aims to showcase the rising stars and future leaders within the global private wealth sector, highlighting those who have demonstrated exceptional talent and dedication in their respective fields.
08/14/2024
Private banks are increasingly looking to expand operations, with mergers and acquisitions (M&As) becoming increasingly common.
08/14/2024
Meanwhile, inheritance to family, friends and charity is expected to reach $5.4 trillion by 2044.