08/15/2024
This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.
08/15/2024
City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares
08/15/2024
Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.
08/15/2024
It emerged as Australia’s Best for Family Office Services, Australia’s Best for Next-Gen, and Australia’s Best for Succession Planning.
08/15/2024
This dip occurred despite the region gaining $8.2 billion in net new assets.
08/15/2024
And UBS apparently wants to end the client relationship with the Rowland family.
08/15/2024
The BKB also presents the figures for the parent company, the cantonal bank alone.
08/15/2024
Swiss banks and boarding schools are paving the way in educating the next generation of ultra-high net worth individuals (UHNWI).
08/15/2024
Barriers to wealth transfer planning often include not getting the right people in the room because clients can be nervous about involving their children - and vice versa.
08/15/2024
Broker-dealers are particularly interest rate sensitive companies.
08/15/2024
The list aims to showcase the rising stars and future leaders within the global private wealth sector, highlighting those who have demonstrated exceptional talent and dedication in their respective fields.
08/14/2024
Private banks are increasingly looking to expand operations, with mergers and acquisitions (M&As) becoming increasingly common.
08/14/2024
Meanwhile, inheritance to family, friends and charity is expected to reach $5.4 trillion by 2044.
08/14/2024
UBS reports 2Q24 net profit of USD 1.1bn with continued client momentum and integration progress
08/14/2024
The continued strong growth is reflected in operating expenses
08/14/2024
Berner Kantonalbank AG has recorded a solid first half of the year: although profits of CHF 75.3 million are slightly below the previous year, customer growth continues. Profits from commission and service business have also increased.
08/14/2024
Programme saw participation from children of high-net-worth clients from eight markets
08/14/2024
Major investments and strategic shifts reshape financial services for high-net-worth individuals and family offices
08/14/2024
Authorities like the European Central Bank and the Bank of England are now implementing climate stress tests to evaluate the resilience of banks against environmental risks
08/14/2024
Guernsey took the winning title in 2023