07/30/2024
Southshore Wealth Management joins Cetera Advisor Networks from Ameriprise
McCormick brings with him over $151 million in assets under administration.
Wealth and Asset Management
07/30/2024
Wealth Management Opportunities In The GCC Surge
For private wealth managers, the region offers attractive opportunities.
07/30/2024
UK's St James's Place shares soar on strategy reboot
St James's Place said it would cut costs by 80 million pounds by 2026 and aim to trim its overall costs by 100 million pounds a year by 2027.
07/30/2024
Wealthy investors help drive surging demand for gold
Family offices and rich individuals likely to be behind record second quarter, says report
07/30/2024
Mashreq Private Banking celebrates Excellence at the ABF Retail Banking Awards 2024
The bank’s solutions have brought significant value to clients and other stakeholders.
07/30/2024
Standard Chartered: Second Quarter and Half-Year 2024 Results
Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024
07/30/2024
Nomura profit triples on jump in wealth management and trading
Net income tripled from a year earlier to ¥68.9 billion ($446 million) in the three months ended June 30, the company said in a statement Tuesday.
07/29/2024
Amundi : 2024 1st half and 2nd quarter results
These assets under management now include nearly €100bn in direct distribution, alongside the success of the JVs.
07/29/2024
Quilter launches second iteration of inclusion and diversity action plan
The new plan builds on the positive changes achieved thus far and continues to prioritise solutions with measurable impact with long term sustainability at the fore.
07/29/2024
Private Banks Unimpressed by China’s Third Plenum
Onlookers hoped for signs of a swift economic turnaround.
07/29/2024
J Safra Sarasin backs small caps in ‘major rotation’
The Basel-based private bank says that small-caps suffered when interest rates were rising, but are now part of the way through a recovery.
07/29/2024
SJP advisers fear plummeting practice valuations amid debt worries
Are SJP raising funds to support the market?
07/29/2024
Channel Islands at forefront of Citywealth International Financial Centre Awards shortlist
The list is now released by the judges and the public vote is open to allow the global private wealth industry to have their say.
07/29/2024
UnionBank Private Banking reaffirms its commitment to helping clients grow and transition wealth across generations
UnionBank Private Banking treated guests to a top-tier experience as an expression of gratitude for the trust and partnership accorded to them by their clients.
07/29/2024
S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank
This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.
07/26/2024
Multigenerational wealth – how to keep it in the family
The statistics are regularly quoted, probably because the warnings Roy Williams gave alongside the findings have still not been heeded.
07/26/2024
Top 1 percent bags over $40 trillion in new wealth during past decade as taxes on the rich reach historic lows
This week G20 Finance Ministers are expected to lay the foundations of a groundbreaking global deal to increase taxes on the super-rich.
07/26/2024
Future Leaders Awards Shortlist 2024
Accountant of the Year – Associate
07/26/2024
Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis
One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.
07/26/2024
Vontobel delivers strong profitability, stabilizes institutional flows and advances strategic priorities
This transaction marks a milestone in Vontobel’s private markets strategy and provides investment capabilities in the fast-growing private infrastructure segment.