06/05/2025
Several key trends—ranging from tax reforms to rising demand among mass affluent clients—are reshaping how wealth managers operate and serve their clients.
06/05/2025
The total includes assets such as shares, investments, cash and real estate, but excludes art collections, cars and jewellery.
06/05/2025
The acquisition will see Equiom’s well-established Netherlands team integrate into Hawksford’s existing Amsterdam operations, significantly enhancing Hawksford’s European team and service capabilities.
06/04/2025
Recession/stagflation risks have meaningfully declined since the US-China accord in spite of continued uncertainty around tariffs.
06/04/2025
Indosuez Fund Solutions offers its clients a "one-stop-shop" service for the creation, domiciliation, administration, and supervision of investment funds.
06/04/2025
The portfolio will invest in a pool of US broadly syndicated loans.
06/04/2025
The global elite are on the move, and they're reshaping urban wealth maps.
06/04/2025
Significant shares of wealth will pass into female hands
06/03/2025
Early retirement and wealth planning is one of the most critical financial decisions in an individual’s life.
06/03/2025
Bracing for the impact of tariffs from the U.S., its biggest export market, Japan cut its economic growth estimate for this year to 0.5% from 1.1%.
06/02/2025
Regulatory headwinds, ballooning debt burdens and sky-high valuations are giving buyers pause for thought
06/02/2025
The report attributes this growth to structural and demographic shifts, along with expanding retail infrastructure in tier-one cities.
06/02/2025
The bank's Japan Chief Economist, Kentaro Koyama, received the 2024 Forecast Accuracy Award for Japan from Consensus Economics
06/02/2025
The surprising part is that income alone isn’t enough to disqualify someone from Social Security.
05/30/2025
Specifically being recognised are our small-but-mighty Events team and our annual flagship industry event, IQ-EQ Crossroads.
05/29/2025
More broadly, banks have been generally facing a rise in non-performing loans from Hong Kong’s commercial real estate sector.
05/29/2025
Several UK pension funds have participated in the largest fundraise for a Gresham House forestry fund.
05/29/2025
Hundreds of Gates Foundation employees—many flown in from the foundation’s country offices in India, China, South Africa, and elsewhere—filled an amphitheater across the street from the world’s largest private philanthropy’s
05/28/2025
It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions.
05/28/2025
In particular, markets remain wary of renewed tariff increases on China and the EU, both of which are major exporters to the US.