12/27/2024
How the Rich Build Wealth That Lasts: 8 Tactics
The ultra-wealthy have mastered strategies that allow their fortunes to grow even in uncertain economic climates.
Wealth and Asset Management
12/27/2024
HSBC to Sell French Life Insurance Arm, Focus on Profitable Operations
The deal, valued at €925 million, would represent a strategic move in HSBC’s plan to simplify its operations.
12/27/2024
German Giant Discovers Its Swiss Potential
In Germany, the Frankfurter Bankgesellschaft is among the top ten private banks.
12/27/2024
Ariane Dehn: "Today, people are almost bashing ESG"
Later, everything turned out very differently.
12/27/2024
The Power Of Women And Wealth: Redefining Success And Impact
There are many myths out there about women and their relationship with money.
12/27/2024
Wealthy Boomers Will Be Passing On an Average of $3.1M: Where That Money Will Be Going
Still, high-net-worth boomers will be passing on millions of dollars — an average of $3.1 million each.
12/27/2024
Excellence in Banking: Wealth management leaders of the year for 2025
Providing personalized experiences, understanding customer needs, and offering tailored financial solutions helps create a competitive advantage.
12/27/2024
The great wealth transfer
Big inheritances are set to transform economies, markets and society
12/24/2024
Season's Greetings from Managers of Wealth
Thank you for your trust and support
12/24/2024
Wealth managers must be smooth operators in 2025
This highlighted intense polarisation of global political powers, industrial relations and societal viewpoints.
12/24/2024
Monthly update: trump’s return fuels growth expectations
Stock markets rallied in response to Trump’s presidential victory.
12/24/2024
BNP Paribas enters deal to acquire AXAInvestment Managers
The merger is set to create a ‘leading’ asset manager in Europe with €1.5tn in assets under management.
12/24/2024
Multi-Jurisdictional Wealth Management and B2B Solutions for Global Client Retention
As private wealth surged to $454.4 trillion globally in 2022, the limitations of single-jurisdiction wealth management have become impossible to ignore.
12/23/2024
WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance
As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.
12/23/2024
UK regulator reportedly restrains FNZ, makes platform precedent
Earlier this year the UK financial regulator handed FNZ a so-called ‘section 166’ notice, triggering a review by an independent ‘skilled person’.
12/23/2024
2 Zodiac Signs Predestined To Attract Great Wealth In 2025
In the realm of monetary gains, these zodiac signs have an astrological advantage in 2025.
12/23/2024
Canaccord Wealth expands Birmingham office and team
Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.
12/23/2024
75% of private banks lack digitalisation skills needed for transformation
They’re also more likely to lack in-house skills to support digital transformation projects.
12/23/2024
CI Financial’s Bold Move. A Game Changer in Wealth Management?
This move seeks to enhance its competitive edge in an increasingly digital consumer landscape.
12/23/2024
Questions raised over business model of Goldman’s ETF Accelerator
The platform secured its first client last year but the bank is now assessing long-term options