05/20/2024
To paint an analogy, not all lighthouses are built equally - and the unique nature of every family office demands clever captaincy to steer clear of storms and avoid running aground on the shore.
05/02/2024
The growth witnessed in the historic period can be attributed to several pivotal factors.
04/25/2024
Nominations were solicited from employees across Morgan Stanley Wealth Management.
04/05/2024
Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.
03/13/2024
Their median expenditure on art and antiques surged to $241,000 in the first half of last year, according to the Art Basel and UBS Global Art Market Report 2024.
03/06/2024
Family offices are private firms that manage the investments and wealth of high-net-worth individuals or families.
02/28/2024
Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics and expectations shift worldwide
02/28/2024
The number of strategies dedicated to wealth clients has doubled in the last five years, Preqin research shows.
02/27/2024
The Pictet Research Institute will be led by Maria Vassalou, who joins Pictet from Goldman Sachs Asset Management, where she was co-CIO of Multi-Asset Solutions.
02/22/2024
Investec recently spoke to Julianne Miles, a social entrepreneur and the CEO of Career Returners.
02/08/2024
The team was ranked 33 on Forbes and SHOOK Research's annual list
01/25/2024
Despite this late flurry, prices remained broadly static across prime central London when comparing overall data from 2022 and 2023.
01/22/2024
He made his huge fortune over many years by starting up new companies and investing money in existing ones.
01/22/2024
The latest addition is also the oldest university in Switzerland.
01/17/2024
J.D. Power's study suggests that many "competitive" providers may already be doing so.
01/15/2024
BlackRock’s acquisition of Global Infrastructure Partners suggests the local market may be underestimating the value of it Macquarie’s world-leading asset management empire.
01/15/2024
Less than 1% of the ultra-high net worth group is comprised of billionaires
01/09/2024
As of the end of 2024, the companies surveyed expect the EUR/CHF exchange rate to stand at 0.95. For the US dollar, they forecast a rate of 0.90 against the Swiss franc.
01/05/2024
The firm is led by Lauren Renee Golba, president, and Matthew Thomas Golba, CEO.
01/02/2024
Female finances under greater pressure than during the pandemic