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Wealth and Asset Management

12/01/2023

Santander Wealth Management & Insurance considers the interest rates adjustment period has concluded and focuses on extending the investment horizon

Its central scenario for next year is for more moderate economic growth and falling inflation to open the door to a gradual decline in interest rates.

12/01/2023

How to maximize the impact of your philanthropic giving | Private Banking

Still, philanthropic investments have a significant role in overall wealth and legacy planning.

12/01/2023

Scotia Wealth Management honoured to receive six awards from Global Finance and PWM/The Banker Global Private Banking Awards

"These awards reaffirm our strategy to support our clients with financial solutions that span the full suite of services from Scotiabank."

12/01/2023

The Banker names BBVA Bank of the Year in the Americas

The Banker once again recognized BBVA’s commitment to Latin America and its leadership in the region during the ceremony for its Bank of the Year Awards 2023.

12/01/2023

Signa: René Benko Is on Its Way Out, While Julius Baer Is Likely to Stick Around

It has applied for a self-administered restructuring procedure, which implies that the creditors of the holding can still expect to recover at least 30 percent of their investment.

12/01/2023

Swiss Re targets an IFRS net income of more than USD 3.6 billion for 2024

The transition from US GAAP to IFRS provides Swiss Re with an opportunity to demonstrate the value of its business.

12/01/2023

Financial planning firm Finura snaps up Tenacity Wealth Management

This is the second acquisition Finura has made over the past three years. It bought James Harvey Associates in 2021.

12/01/2023

SJP CIO Onuekwusi: Retail investors lack appropriate structure to access private markets

Open-ended structures 'have to work'

12/01/2023

St James’s Place’s troubles present an ‘opportunity’, says rival chief

SJP is a “phenomenal” business however and JM Finn was not expecting a “wave” of clients to pour across from SJP, Bedford said,

12/01/2023

Making The Most Of Your Career's Defining Monent - The art Of The Business Exit

The head of our Business Exit Programme, Greg Kyle-Langley, details how advice and guidance at the crucial moment of exit could provide lifelong value.

11/30/2023

Three UBS Advisor Teams Named to the Forbes America’s Top Wealth Management Teams List

The team provides personalized financial advice and wealth management services to ultra-high net worth and high net worth individuals, families and business owners.

11/30/2023

CIBC Mellon Enhances Mackenzie Investments' Asset Management Capabilities

Advances Mackenzie Investments' ongoing digital transformation with a leading-edge technology middle-office solution from BNY Mellon

11/30/2023

‘Disruptive’ tech, Asian markets and US equities to create opportunity for UHNWs in 2024, says HSBC Global Private Banking

Wealthy investors can cope with increased global volatility through careful strategic decisions, HSBC’s Willem Sels tells Spear's

11/30/2023

Labuan IBFC awarded commendation as international domicile at the European Captive Awards 2023

Accolade highlights continued interest in domicile as both a regional and global captive hub

11/30/2023

Deutsche Bank Private Bank CIO Outlook 2024: Finding Growth

Moderate growth is expected in industrialized economies whereas Asia remains the global growth engine

11/30/2023

UBS: Billionaire Inheritance Outpaces Entrepreneurship

Within Asia, the average wealth of inheritors was $2 billion, ahead of the $1.6 billion held by the average entrepreneur in the region.

11/30/2023

Migros Bank enters into a future-oriented partnership with Inyova: sustainable investing is becoming the focus

In the future, customers will be able to invest in companies that contribute to solving the climate issue.

11/30/2023

Zuger Kantonalbank opens doors in shopping centers

After three months of modernization work, the office in the Zugerland shopping center opened its doors on November 30th (today).

11/30/2023

Schroders wins Investment House of the Year at Risk Awards 2024

Schroders wins Investment House of the Year at Risk Awards 2024

11/30/2023

Artemis launches fund headed up by former Gam manager

“Consumer brands touch every part of our lives, and our appetite for them is growing," said Ramachandran.

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