Managers of Wealth

Many executives believe they are engaged in no less than a fight for survival

We believe that financial planning should not just be about numbers, it’s about achieving the life goals that matter most to our clients.

Quilter Cheviot advocates for fully independent boards to best protect shareholder interests.

Digging into a fund’s prospectus and annual reports is something they look forward to.

The Global Private Banking business in India serves high-net-worth individuals.

Both will report to Terry Oh, executive vice president and head of Pimco’s global wealth management business in the UK.

The new solution will be adopted by SBI Securities, Nikko Asset Management and Resona Asset Management

First, BNP Paribas noted that lower interest rates will support “leveraged asset classes,” such as real estate, infrastructure and private equity.

The number of billionaires globally increased from 1,757 to 2,682, with a peak of 2,686 in 2021.

Beth Bell has joined to run the fund

Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds

Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.

But remember that with Donald Trump, nothing is certain and things can change very quickly.

For generations, ultra-high-net-worth families have relied on private family offices.

This long-term commitment highlights the importance for BCGE of working closely with one of Switzerland’s leading banking software providers.

The bank also conducted an online survey of the views of a sample of UBS billionaire clients across the world’s main regions.

The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria

New automated solution enhances tax-aware investment strategies, saving time for advisers and maximising benefits for clients.

The move helps clients focus on investment insights and alpha generation while leveraging modern data management.

As UHNW individuals and UHNW families become increasingly sophisticated in their approach to wealth management, their needs are evolving.