06/21/2024
But many wealth managers and financial advisors do not have the tools and systems needed to effectively track and manage ESG and climate risks and the industry needs to invest heavily to improve.
06/21/2024
Building on the disciplined strategy execution and capital management of the past years, it will focus on scalable growth through client excellence.
06/21/2024
In just two years of activity, OpenWealth's offer, based on high specialisation and diversification, has allowed it to consolidate its position as a leader in the sector in the country.
06/21/2024
The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.
06/21/2024
The addition of HSBC's German private bank would boost ABN Amro's assets under management by 26 billion euros from about 70 billion euros
06/21/2024
The week’s top asset management stories, all in one place
06/21/2024
A new report by Bank of America finds that older and younger generations have very different ideas about the value of stocks and bonds versus alternative investment classes like art.
06/21/2024
New CIRO firm, Fidelity Wealth, wants advisors who are thinking about retiring
06/21/2024
Senior exec acknowledges city poised to overtake Switzerland in wealth management
06/21/2024
Rockefeller International chairman Ruchir Sharma joins Indian wealth manager
06/21/2024
The Comarch executive observed growing interest amongst banks in SEA for wealth management, which may be due to regulatory changes.
06/20/2024
This is no different at Julius Baer which is Asia’s fifth largest private bank by assets under management at end-2023.
06/20/2024
They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.
06/20/2024
In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth
06/20/2024
ZEDRA and CreaPartners will bring together the best of both our organisations.
06/20/2024
German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis
06/20/2024
Environmental and climate concerns are at the forefront for many clients.
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.