02/11/2025
Wealth managers who deliver high-quality, client-centric content won’t just stand out in a competitive market—they’ll build lasting relationships with clients.
02/11/2025
Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.
02/11/2025
SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.
02/11/2025
Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.
02/11/2025
The comments came as UBS’s headcount in the Americas
02/11/2025
Bruno Verstraete believes the perception of European economic weakness and the exceptionalism of the US appears to be shifting.
02/11/2025
Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.
02/11/2025
The Trump administration is promoting US fossil fuel production by reducing environmental regulations, accelerating drilling permits and opening up federal land for oil and gas extraction.
02/11/2025
UBS and Standard Chartered this week urged clients to add to long-term technology holdings on any sell-offs.
02/11/2025
This report scores the world's leading wealth management companies against the 10 themes that are impacting their industry the most.
02/11/2025
The fundraising environment is improving and there will essentially be a backlog of funds that were not launched in 2023 or 2024.
02/11/2025
Demir Avigdor, managing director, head of private banking UK, Standard Chartered, believes wealth is growing, not only in volume, but geographically.
02/10/2025
In addition to these regular internal investment meetings, Mark Haefele also continuously advises hundreds of clients on strategic investment issues.
02/10/2025
Comprehensive personal lines insurance is key for wealth managers to enhance their value proposition and attract HNW clients.
02/10/2025
Equity markets have carried 2024’s momentum into January 2025, with uncertainty over US trade tariffs impacting February performance.
02/10/2025
Minneapolis-based Kristin Larson is the latest wirehouse advisor to choose Sanctuary's Partnered Independence model
02/10/2025
This development marks a key milestone for the strategy focused on enhancing climate resilience in underserved communities across developing regions.
02/10/2025
In an increasingly globalised world, the importance of cross-border business relationships can’t be overstated.
02/10/2025
The private banking group said its team in Vaduz is growing rapidly.
02/10/2025
Compared to the previous year's salary of 29 million dollars, this is an increase of a good 20 percent.