09/02/2024
Many young adults are pinning their hopes on the Great Wealth Transfer, a generational exchange of riches that could pass $90 trillion from boomers to their heirs over the next 20 years.
09/02/2024
This is a historical milestone for the Swiss financial giant as it has placed a divisional president in Asia for the first time ever.
09/02/2024
Known as the “Wealthies,” these awards highlight companies and individuals driving success in the financial advisory sector.
09/02/2024
Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.
09/02/2024
The firm has since entered into a scheme of arrangement under which KKR will buy its corporate trust and wealth management businesses for $2.1 billion.
08/30/2024
Gabriela Jakubczyk becomes a Director of Corporate and Sheena Huggett becomes a Director of Private Wealth.
08/30/2024
Following a strong performance in 2023, One Swiss reported a decline in net profit for the first half of the year.
08/30/2024
Despite the trend of diversifying booking centers, nearly half of high-net-worth individuals still keep all their assets in a single country
08/30/2024
It offers a range of financial planning services including pensions, investments, family wealth planning, corporate investment, IHT planning and other bespoke requirements.
08/30/2024
The Pictet Group's total equity and total capital ratio remained strong.
08/30/2024
The AAA rating for Zürcher Kantonalbank was confirmed again
08/30/2024
The move was driven by demand from US offshore clients, mostly in Latin America
08/30/2024
Nomura plans to hire more wealth management bankers in Dubai, Hong Kong, and Singapore, aiming to boost wealth assets outside Japan to $35 billion by next year.
08/30/2024
It also reported $34.2 billion in funds under advice (FUA), which is up 104 per cent from $16.8 billion in FY23.
08/30/2024
These initiatives mark expansions in response to growing institutional interest in the private credit market.
08/30/2024
The impairment charge was linked to the wealth firm’s purchase of Cambridge-based NW Brown and attributed to a ‘fall in assets under management’.
08/30/2024
The wealth manager has appointed Centrick Invest to its panel as a property partner after “significant due diligence”.
08/30/2024
The latest round of earnings updates highlights wider issues in a sector that needs more than mega deals to recover
08/30/2024
This lack of confidence is not necessarily tied to a lack of ability, as women who do invest generally see better returns than men.
08/29/2024
The deal sees all employees and clients transfer to Melbourne Capital Group, with operations moving to their offices in UOA Corporate Tower, Bangsar South, Kuala Lumpur.