09/13/2024
Wealth management for athletes
As an athlete or sportsperson, you’ll face plenty of big wealth management decisions before the final whistle blows on your career.
Wealth and Asset Management
09/13/2024
The impact of geopolitics on the Swiss financial centre
The impact of geopolitical events on those qualities, and the way in which Switzerland positions itself internationally, are therefore of crucial importance.
09/12/2024
Shanghai Police Investigate Hywin Wealth
The case thus far involves two suspects – surnamed Han and Wang – with the aim of the probe to recover losses and protect investors’ interest.
09/12/2024
The UK investment gap: £430 billion in cash savings not invested by UK adults
Barclays believes that changes to regulation and improved consumer support are key to addressing the investment gap and enabling more UK savers to invest.
09/12/2024
Investment operations remain core to wealth managers’ tech stacks
As a concept, it has gained a lot of traction in recent years with specialist fintechs springing up, each offering a best-of-breed niche solution.
09/12/2024
ZEDRA confirms completion of acquisition of Blackstones in Poland
Blackstones’ service offering includes accounting & reporting, HR & payroll, company formation and corporate services.
09/12/2024
The Proper Way to Ask a Private Banking Client for a Selfie
An updated Monetary Authority of Singapore circular from early 2022 shows a willingness to tread new, more hallowed grounds, but an unwritten fallback shines through the entire eight pages of electronically delineated nirvana.
09/12/2024
Baloise generates growth in its attractive non-life business and reports an encouraging profit despite higher claims incurred
This increased the adverse impact from large claims and natural disaster claims on the Group’s EBIT by around CHF 30 million compared with the first half of the previous year.
09/12/2024
Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald
The acquisition represents an important addition to the Company's international operations
09/12/2024
How the C&A heirs are shaking up the Swiss asset market
This company has now opened up to external investors.
09/12/2024
BlackRock and Partners Group establish strategic partnership to transform retail wealth access to private markets
Positions BlackRock and Partners Group to capture accelerating growth in private markets and managed models
09/12/2024
Entrepreneurs: preparing for retirement with wealth modelling and financial planning
With the assets often tied up in pensions or the business itself, this is the point at which a good investment strategy should be put in place that suits the individual’s life goals and retirement objectives.
09/12/2024
AllianceBernstein selects Evelyn Partners Fund Solutions as ACD for UK OEIC range
The funds were launched in 2019 and now manage assets in excess of $1bn.
09/12/2024
Northern Trust launches solution for institutional carbon credits
The Northern Trust Carbon Ecosystem supports the growing interest in the voluntary carbon market by providing a digital lifecycle management capability for voluntary carbon credits.
09/11/2024
Allocations to private markets now commonplace for private banks
There has been a flurry of activity in this space.
09/11/2024
Private Bank Announces Financial Initiative To Support the Creative Community
Fieldpoint President and CEO Russ Holland noted that create! was inspired by the private bank’s immersion in the New York metro area and Atlanta
09/11/2024
Titan Redefines Wealth Management with the Launch of Its Updated Platform for the Next Generation of High Earners
Titan Unveils Membership Plan and Titan Access
09/11/2024
Wealth managers increase allocation to digital assets
Nine out of 10 respondents had up to 3% of its assets invested in the sector, with 60% estimating that within three years they will have more than 3% of assets invested in the sector.
09/11/2024
DBS offers Thai onshore and offshore through same banker
The Singaporean bank said it is on track to triple its assets under management by 2026
09/11/2024
Deloitte and RFO: SFOs Lack NextGen Confidence
Nearly seven in 10 respondents (69 percent) expect the next generation to lead their family office in Asia Pacific post-succession, according to a report by Deloitte Private and Raffles Family Office.