06/10/2024
Secrets For Wealth Reveals Expert Tips on Selecting the Trustworthy Wealth Management Firm for Financial Goals
The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.
Wealth and Asset Management
06/10/2024
Edmond de Rothschild REIM completes build-to-rent development in Nottingham for its Residential Investment Platform
The development is managed and operated by Edmond de Rothschild REIM’s in-house private rental sector platform and builds on the success of Saffron Court, its first development in Nottingham.
06/10/2024
Swiss sustainability-related investments see slight growth
Many market participants have refined their methods to measure sustainability-related investments and no longer report investments that only use exclusions or ESG integration as a sustainable investment approach
06/10/2024
J.P. Morgan Private Bank releases 2024 Mid-Year Outlook
To navigate the global economic and investment landscape, J.P. Morgan Private Bank's 2024 Mid-Year Investments Outlook highlights five important themes.
06/10/2024
Prime Quadrant selects iCapital as fund manager for HNWIs
iCapital will provide all administrative functions associated with managing Prime Quadrant Alternative Investment Access Funds.
06/10/2024
Standard Chartered seeks to grow international banking business; targets double-digit growth for affluent client base
At present, Standard Chartered has four international wealth hubs in Jersey, the United Arab Emirates (UAE), Singapore and Hong Kong.
06/07/2024
Blackstone to Acquire SEDIVER Parent Company SEVES Group from Triton Partners
The Company supports the energy transition by enabling the reliable and sustainable transmission of electricity, whilst facilitating the global electrification megatrend.
06/07/2024
ERI's OLYMPIC Banking System awarded best «Front Office solution» at the WealthBriefingAsia Awards 2024
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
06/07/2024
HIGHVERN Trio Named NextGen Leaders in 2024 eprivateclient Crown Dependencies List
This esteemed industry list celebrates outstanding practitioners in the Crown Dependencies who are rising stars in the private wealth sector.
06/07/2024
For Third Consecutive Year, Fifth Third Private Bank Recognized as Best for High Net Worth Clients
In addition, the Private Bank was named Best Private Bank for Succession Planning for 2024.
06/07/2024
Moonfare hits €3bn in assets under management as interest in private equity from individuals continues to grow
Moonfare’s registered membership community now comprises more than 60,000 individuals.
06/07/2024
The rise in GenAI use among asset managers
These firms are strategically choosing use cases that offer the most immediate operational impact and are addressing the challenges of adoption.
06/07/2024
Research Reveals UK Wealth Managers Facing Productivity Challenges
Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks
06/07/2024
The Advantages of a Private Trust Company for Wealthy Families
Switzerland is known for its stability, confidentiality, and professional expertise.
06/07/2024
Sarah McBrearty Named in the 2024 eprivateclient Crown Dependencies NextGen Leaders
This annual listing recognises wealth professionals with 20 years or less industry experience and judging is based on the qualities and achievements of the individual.
06/07/2024
UK wealth managers face productivity challenges
Several obstacles to productivity were identified, including organisational culture, poor communication, inconsistent processes, inadequate technology, unreliable data and compliance burdens.
06/07/2024
Wealth manager clients are widening their investment scope
Wealth manager clients are widening their investment scope
06/07/2024
Troubled WH Ireland to sell division for £5m
The sell off, to Zeus Capital, is expected to be completed by mid-July.
06/06/2024
What’s behind UBS’s push into the fast-growing US UHNW wealth space?
Like everything in life, a lot of what we think we know to be correct could not, in fact, be further from the truth.
06/06/2024
Global acclaim for NAB Private Wealth leaders
NAB Private Client Executive Natalie Irvine was awarded Female Private Banker of the Year for the second consecutive year, becoming the first ever back-to-back winner in the category.