02/20/2019

Mirabaud launches Uruguay wealth offices

The group plans to hire more relationship managers, which should bring its Montevideo-based staff to six people in 2019, according to the statement.

02/20/2019

HSBC Wealth Arm Posts Loss

Once the largest foreign wealth manager in Switzerland, HSBC has been shrinking in the alpine nation for years.

02/20/2019

Private Banking vs Wealth Management

How much wealth varies from one bank to the next but generally speaking, the benchmark is a six-figure sum in cash or seven-figures in assets.

02/19/2019

Next-Generation Philanthropy

The study also found that the older generations tend to give more to “traditional” sectors such as education and health, whereas younger generations accord greater value to causes relating to the arts and culture, the environment