07/16/2024
The growing need for easily accessible and efficient wealth management solutions, in combination with investor confidence in digital platforms, is driving significant growth in the wealth management platform market, Says SNS Insider.
07/11/2024
This distinction was highlighted in last year’s International Women’s Day, where the theme was ‘embrace equity’.
07/10/2024
Data shows that remuneration is one area where not taking such KPIs into account can be detrimental to the company and its stakeholders.
07/08/2024
There is a clear plan to stimulate the supply-side of the equation with a return to mandatory housing targets and easing of planning restrictions.
07/04/2024
A new survey asked people how much money you need in order to be considered wealthy
07/02/2024
Increasing Number of High-Net-Worth Individuals Seeking Personalized Financial Services and Wealth Management Solutions to Drive Growth in the Private Banking Market
06/25/2024
It also shines a spotlight on differences in interpretation of what client segmentation is, and what it isn’t, which might explain why an increasing number state they are not segmenting clients.
06/24/2024
Changes are coming to the boardrooms of some of the UK’s largest fund management groups, as firms begin the hunt for new CEOs
06/21/2024
This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.
06/20/2024
A major concern for private clients is potential risk and return of ‘impact’ investments.
06/20/2024
With the number of contactless payments soaring to 100 million in the two years, the Dutch were exceptionally quick to embrace this technology.
06/19/2024
The average age of children expected to receive the most substantial inheritances
06/05/2024
This upward trend offsets last year’s decline and puts HNWI trends back on a growth trajectory.
06/04/2024
These leading wealth hubs, each with a distinctive mix of history, geography, and economic activity, wield considerable influence worldwide.
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.