01/02/2025
Private bankers will need to adapt and learn as new challenges emerge, says industry veteran
But the industry is facing seismic changes which will require private bankers to raise their game considerably.
Wealth and Asset Management
01/02/2025
Guernsey Finance Chairman Lyndon Trott awarded OBE
Deputy Trott said he was ‘enormously grateful’ for the honour and thanked his family, political colleagues, public servants, business colleagues and the Guernsey community.
01/02/2025
How a Geneva multi-family office selects quant funds
Fabian Scheler, a portfolio manager at the multi-family office Amadeus Capital in Geneva, shares tips on choosing systematic strategies.
01/02/2025
Hoxton Wealth launches new online community
it’s aimed at anyone aspiring to a career in financial planning
01/02/2025
HSBC raises fees for wealth management and personal banking services
The bank’s spokesperson said that fees are reviewed regularly and adjusted as needed, and customers can continue to withdraw foreign currency without fees at the bank’s ATMs in Hong Kong.
01/02/2025
Why the rich aren’t talking about the wealth transfer
Only a quarter of 1,800 rich business owners have spoken to their families about passing down their wealth, according to an HSBC Global Private Banking survey
12/31/2024
UBS boss warns against excessive banking regulation ahead of overhaul
UBS is wary of what could emerge and Ermotti said tougher regulation across the board could weaken the Swiss financial sector against competition in London, Hong Kong and Singapore.
12/31/2024
Private jet industry offers new avenues for brands to connect with UHNWIs
The private jet industry is soaring, with remarkable growth both globally and within the GCC spurred by HNWIs and UHNWIs.
12/31/2024
Scotia Global Asset Management announces final year-end reinvested distributions for the Scotia ETFs
The additional units will be immediately consolidated so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.
12/30/2024
Ariane Dehn: «Today, There’s Almost a Sense of ESG-Bashing»
She knows that booms are inevitably followed by crises – and she has experienced both in abundance.
12/30/2024
Wealth Without Harmony: Why Governance Outranks Growth in Family Businesses
A century of sustained family enterprise—what many would consider an extraordinary achievement—demands vision, discipline, and an unwavering commitment to adaptability and change.
12/30/2024
Hong Kong should aim to attract wealth from around the world
A prime example is Zhang Yiming, who has been listed by the Hurun Research Institute this year as China's wealthiest entrepreneur.
12/30/2024
What have investors learned in 2024 and what's next?
A year that was eventful and sometimes even spectacular in many ways: Gold, Bitcoin and artificial intelligence (AI) dominated the headlines.
12/30/2024
Hong Kong should aim to attract wealth from around the world
Examples such as Zhang Yiming show Hong Kong is a magnet for wealthy entrepreneurs to set up family offices and asset management firms
12/30/2024
2024 Spurs Regime Change in the Wealth Management
Saperstein’s promotion left open the head of wealth management spot for Jed Finn who has quickly climbed the ranks during his 13 years at the wirehouse.
12/27/2024
MetLife Investment Management to Acquire PineBridge Investments
The acquisition excludes PineBridge’s private equity funds group business and its joint venture in China.
12/27/2024
Litman Gregory Wealth Management Named on Forbes’ 2024 America’s Top RIA Firms List
The selection by Forbes is based on an extensive due diligence process developed by SHOOK Research, which evaluates firms on both qualitative and quantitative factors.
12/27/2024
Remembering Dick Parsons, Longtime Lazard Board Member
Dick's storied career embodied the finest traditions of American business leadership.
12/27/2024
Modern Wealth unveils new three-step business advisory process
The plan integrates business advisory, financial planning, and life planning to help business owners grow value, align financial goals, and plan a successful exit for long-term success
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.