12/16/2022
According to the Federal Reserve’s 2019 Survey of Consumer Finances, millennials have an average net worth between roughly $76,000 and $436,000.
12/16/2022
"What we often do with many of our charities is provide volunteer support, or we have people mentoring the charity leaders, or just giving time.
12/15/2022
The WealthBriefing Channel Islands Awards, new for 2022, are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/15/2022
The deal further expands Fairstone’s nationwide coverage and takes total FUM under the group’s umbrella to more than £13bn.
12/15/2022
As part of the deal, nine advisers and staff will join Fairstone Group as well as more than 800 clients.
12/15/2022
Risk-averse investors have shifted money out of such products, even as asset managers urge them to hang on, as the products may recover from their current losses.
12/15/2022
Sight deposits above this threshold will be remunerated at an interest rate of 0.5%, and thus still at a discount of 0.5 percentage points relative to the SNB policy rate.
12/15/2022
The award was presented by Environmental Finance, which recognises the work of impact investors
12/15/2022
The award comes hot on the heels of ZEDRA’s strong, sustainable growth, which has led to increased investment in new client solutions and products in the UK, US, Luxembourg, Poland and Singapore.
12/15/2022
The Magic Circle Awards is Citywealth’s flagship annual awards programme, celebrating the elite of the international private wealth industry.
12/15/2022
Indosuez Wealth Management completes Indosuez Blue Cycle campaignThe investment solution, co-designed with Crédit Agricole CIB, included donations to water and ocean preservation projects
12/15/2022
The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
12/14/2022
This recognition is a testament to the team’s ability to collaborate and provide solutions to their clients, empowering them to pursue what matters most to them.
12/14/2022
Analysis spans six years and comprises nearly 300 institutional portfolios totaling more than US$250 billion, plus 1,300+ investment strategies
12/14/2022
Markets rallied in November as US inflation fell, sparking speculation of smaller interest rate rises.
12/14/2022
The fund management company plans to convert the CS REF International into an NAV-based product to accommodate existing client needs.
12/14/2022
Credit Suisse economists are forecasting that Swiss GDP will still grow by 1.0% next year, following a 2.0% increase in 2022.
12/14/2022
Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions
12/14/2022
Barclays Private Bank has been operating in Switzerland since 1986.
12/14/2022
The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October