01/03/2024
Swiss Banking 2024: The People in the Spotlight
For these people, 2024 will thus be a year on razor's edge.
Wealth and Asset Management
01/03/2024
Private bank Baumann & Cie is in great shape
The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.
01/03/2024
Awards recognise excellence in wealth management field
Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.
01/03/2024
Zurich wealth manager's head of equities joins Top 50 IAM
Angelika Stückler is the new head of equities at Alpen Partners.
01/03/2024
Mercer Advisors snaps up Transitions Wealth Management
Mercer Advisors has made a deal to snap up a US-based firm.
01/02/2024
ADIB-Egypt introduces personalized Shariah-compliant private banking services for high-net-worth clients
ADIB-Egypt’s vanguard Shariah-compliant private banking proposition redefines wealth management standards
01/02/2024
At the turn of the year: “Hard work was less important to the banker in 2023”
A good time to look back at the old year again.
01/02/2024
HSBC Continental Europe: Completion of the Sale of Retail Banking Business in France, Including the Sale of HSBC SFH (France)
My Money Group and CCF are under the control, directly or indirectly, of funds and accounts managed or advised by Cerberus Capital Management L.P.
01/02/2024
Data strategies to be key theme in asset management: Riccardo Lamanna
Delano asked Luxembourg investment industry professionals about the top issue on their radar for the coming year.
01/02/2024
Allen Tomas & Co partners with Fairstone Wealth Management
But co-owner Michael Crisp said the new partnership would allow them to focus more on the customer service side of the business.
01/02/2024
Where seven private bank CIOs see the ‘sweet spot’ in bonds
Will the year ahead provide easy pickings across the board for fixed income investors or are there clear no-go zones?
01/02/2024
How Gen Z is navigating the world of wealth
How does the asset management industry persuade Gen Z to save?
01/02/2024
EFG Wealth Management Israel CEO: “This is a country that is eternally optimistic”
CEO of EFG Wealth Management Israel, Joseph Wolf, spoke to CTech at Calcalist’s 2024 Forecasts event about the resilience of the Israeli economy.
12/29/2023
Wealth Enhancement Group Announces the Addition of Foundational Wealth Advisory, a Hybrid RIA in Macon, Georgia
The addition of Foundational Wealth Advisory marks Wealth Enhancement Group's third office in Georgia.
12/29/2023
Pacific Trustees, Labuan IBFC hold wealth management masterclass
Labuan IBFC, located off the coast of East Malaysia, provides a safe and holistic ecosystem for businesses, acting as a gateway for companies to Southeast Asia while implementing an efficient and flexible tax system.
12/29/2023
Top 100 wealth management and other financial services firm visitors to TWM in 2023
A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic
12/29/2023
CEO Blog: Aiming for the sun in 2024
It has been a significant investment but one that has paid dividends, ensuring we have the professional frameworks to make us an attractive employer for those looking for greater opportunity.
12/29/2023
The 'wealth transfer' from boomers won't save Gen X and millennials
Experts say baby boomers will give more than $50 trillion to their heirs. But for many, health care costs will claim the bulk of that wealth.
12/29/2023
“Bringing the retail banking boom to wealth management” – Peter-Jan van de Venn, Hexaware Mobiquity in ‘The Fintech Magazine’
During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.
12/28/2023
10 stories about DEI in wealth management in 2023
Scroll down to see how the Financial Planning team has covered matters of race, diversity and inclusion in 2023.