04/02/2024
How Partners Group can help UHNWs can harness the power of private markets
With its long history of offering evergreen funds, Partners Group has unrivalled experience in educating and empowering UHNW investors
Wealth and Asset Management
04/01/2024
Bank Nizwa named Top Bank for Wealth Management in Oman at Cambridge Islamic Funds Awards
Accepting the accolade on behalf of the bank were Mr. Mohamed AlGhassani, Deputy General Manager Retail Banking, and Mr. Faisal Adawi, Head of Wealth Management and Sales
04/01/2024
Coutts support the UK’s interactive entertainment sector through sponsorship of the London Games Festival for the third year in a row.
Coutts is one of the UK’s largest commercial and private bankers of interactive entertainment clients, with over 10 years specialised experience in the sector.
04/01/2024
Mind the Gap! The unfair distribution of wealth in Europe
The extent to which wealth is unevenly distributed varies considerably from country to country too
04/01/2024
Wealth Management Is a Risky Gold Rush for Banks
Catering to the rich offers high returns and room for growth, but it is not for every big lender
04/01/2024
Liechtenstein royal family-backed banking and asset management firm LGT says private equity has ‘good future’ in China
The most interesting investment opportunities in China are in sectors that will see growth triggered by climate change, such as energy and electric mobility, Prince Max says
04/01/2024
Stratos Wealth Advisors Welcomes $500 Million Reno Tahoe Wealth Management from RBC
Multi-Generational Family Team Chose Stratos to Develop Long-Term Growth Strategy
03/28/2024
Lombard Odier wins award for best European private bank at WealthBriefing 2024
These include the prestigious prize for Best Overall European Private Bank.
03/28/2024
Hywin Holdings Announces Strategic Business Transformation Plan
As part of the business transformation plan, Hywin is undertaking a structural reorganization plan
03/28/2024
Four reasons to consider global SMID caps in 2024
By diversifying across different market-cap tranches, investors can benefit from improved liquidity while maintaining strong EPS growth potential.
03/28/2024
Strong presence of Channel Islands in Citywealth Magic Circle Awards shortlist
The awards, now in their eighteenth year and regarded as the Oscars of the finance world, recognise the best wealth managers and advisors in the private wealth industry
03/28/2024
Capital Group: all Hong Kong HNWIs currently have large cash holdings
Capital Group's survey shows that 100% of Hong Kong high-net-worth investors currently have at least 10% of their portfolio held in cash.
03/28/2024
EFG’s Pradelli looks beyond Europe’s ‘old money’
EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.
03/28/2024
Goldman Sachs Asset Management Wins Two United States 2024 LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
03/28/2024
Jumping outside the box; PWM joins Q Wealth's partnership model
How Q Wealth's strategic alliances with top advisories like PWM Private Wealth Counsel are setting new standards for independent wealth management
03/28/2024
J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans
Over 10 million customers are using Wealth Plan to take control of their financial future
03/28/2024
Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023
Strategic plan progress delivers strong, profitable growth
03/28/2024
Could it be time to change your wealth manager?
Most importantly, all this should be on your chosen terms.
03/28/2024
Geneva minnow is crowned best private bank in Switzerland
Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?
03/28/2024
UBS publishes Annual Report and Sustainability Report 2023
UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023