08/22/2024
Ocorian manager joins judging panel for Citywealth Future Leaders Awards
The awards, now in their tenth year, are open to all wealth management professionals under the age of 40.
Wealth and Asset Management
08/22/2024
Saffery Trust Director celebrates 40-year career at award-winning firm
Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.
08/22/2024
How young athletes should handle new-found wealth
When sports stars are suddenly catapulted into international stardom, there’s rather a lot to think about
08/22/2024
Garanti BBVA named "Best Private Bank for Sustainable Finance"
The award reflects the bank's strong commitment to integrating sustainability into its strategic objectives.
08/22/2024
The Bank of East Asia, Limited Announces 2024 Interim Results
They emphasized BEA’s continued commitment to providing comprehensive financial services across its extensive network.
08/22/2024
Urner Kantonalbank achieves solid half-year results
The succession process has been initiated.
08/21/2024
Advisers to the super-rich are embracing the AI revolution — but at what cost?
Computer-generated tools promise to make life easier for HNW wealth managers. But could the push put their clients at risk?
08/21/2024
Moody's Says Cash Sweep Backlash Could Hurt Wealth Managers' Credit
Typically these accounts aren’t for long-term investing but instead hold short-term proceeds from things like dividends or interest or monies for commission payments.
08/21/2024
Barclays Private Bank sets its sights on accelerated growth in Singapore
The British banking giant’s private banking arm is poised for its next phase of growth in Singapore as it looks to strengthen its top-tier client services and offerings
08/21/2024
How do you preserve wealth for future generations? Start early
Families are enrolling children in financial education courses offered by their banks and advisers
08/21/2024
Growth in customer business continues – positive first half of 2024 for Raiffeisen
Raiffeisen assumes that the global economy will continue to grow
08/21/2024
Evelyn Partners agrees corporate charity partnership with Career Ready
Evelyn Partners’ first year of support will centre around its Birmingham, Glasgow, London and Manchester offices
08/21/2024
The value of security
The first insight is that uncertainty is not the same as risk.
08/21/2024
What is the future of wealth management?
This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services.
08/21/2024
VP Bank closes Hong Kong branch and reduces staff
VP Bank shuts down their Hong Kong branch and reduces staff due to operational efficiency.
08/21/2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's Flanagan
Flanagan believes that women indeed want to educate and prepare their families for that transfer.
08/21/2024
Schwab Survey Reveals That Americans Think It Takes $2.5 Million to Be Considered Wealthy in 2024
This year’s study reveals that Americans now think it takes an average of $2.5 million to be considered wealthy
08/21/2024
Simplifying private asset investments for high-net-worth individuals
By using a nominee structure managed by a regulated custodian, the platform removes the need for creating new entities
08/21/2024
Best wealth management firms of August 2024
Each wealth management firm offers different services at different price points. Finding the right one requires research and comparison.
08/21/2024
Maybank Private banks on human touch and Asean touchpoints to grow wealth business
On-the-ground presence and wide range of services are enablers of holistic approach to advisory practice