06/20/2024
This comes after the bank realised affluent clients know investment opportunities exist, but the rapid influx of information makes investment decisions more complex than ever.
06/20/2024
40% of respondents under 35 stated using robo-advisories.
06/20/2024
There is one city where clients seem to have little problem with all of this in the wealth management space.
06/20/2024
In addition to stipulating a deadline, the latest instruction also requires some small banks to reduce their wealth management business activities by the end of this year
06/19/2024
Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.
06/19/2024
The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.
06/19/2024
Henrietta Walker, Head of Investment Specialists, discusses the ramifications of the recent market volatility and how that informs our asset allocation views.
06/19/2024
Millennials and Gen Z Allocate Three Times More of Their Investment Portfolios to Alternative Investments than Older Generations
06/19/2024
Paragon and RealVantage have launched a global private equity real estate fund with overall target returns of 12-15% and a quarterly distribution.
06/19/2024
Head of Research at New World Wealth, Andrew Amoils, says the benefits of this migration of wealth and talent to these destination countries are significant and wide ranging.
06/19/2024
The acquisition of FFP forms part of this strategic initiative focused on the provision of a suite of specialist services designed to ensure effective management, oversight and decision-making within the Group’s client base.
06/19/2024
These factors have had a significant impact on the currency, particularly in April.
06/19/2024
The reality is that EFG, which is controlled by the Greek-Swiss Latsis shipping family, is in a very strong position.
06/19/2024
Clients’ investment portfolios are being designed to be resilient across multiple economic cycles
06/19/2024
On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.
06/19/2024
The fund comprises around 60 securities across various sectors and regions
06/19/2024
Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape
06/19/2024
During a wide-ranging interview, he emphasised the increasing demand for wealth management services in the region due to rising affluence and globalisation.
06/19/2024
A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.
06/19/2024
Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.