01/02/2024
EFG Wealth Management Israel CEO: “This is a country that is eternally optimistic”
CEO of EFG Wealth Management Israel, Joseph Wolf, spoke to CTech at Calcalist’s 2024 Forecasts event about the resilience of the Israeli economy.
Wealth and Asset Management
12/29/2023
Wealth Enhancement Group Announces the Addition of Foundational Wealth Advisory, a Hybrid RIA in Macon, Georgia
The addition of Foundational Wealth Advisory marks Wealth Enhancement Group's third office in Georgia.
12/29/2023
Pacific Trustees, Labuan IBFC hold wealth management masterclass
Labuan IBFC, located off the coast of East Malaysia, provides a safe and holistic ecosystem for businesses, acting as a gateway for companies to Southeast Asia while implementing an efficient and flexible tax system.
12/29/2023
Top 100 wealth management and other financial services firm visitors to TWM in 2023
A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic
12/29/2023
CEO Blog: Aiming for the sun in 2024
It has been a significant investment but one that has paid dividends, ensuring we have the professional frameworks to make us an attractive employer for those looking for greater opportunity.
12/29/2023
The 'wealth transfer' from boomers won't save Gen X and millennials
Experts say baby boomers will give more than $50 trillion to their heirs. But for many, health care costs will claim the bulk of that wealth.
12/29/2023
“Bringing the retail banking boom to wealth management” – Peter-Jan van de Venn, Hexaware Mobiquity in ‘The Fintech Magazine’
During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.
12/28/2023
10 stories about DEI in wealth management in 2023
Scroll down to see how the Financial Planning team has covered matters of race, diversity and inclusion in 2023.
12/28/2023
“Dä Wolf vo dä Bahnhofstrass”: The best on finews.ch 2023
In the columns of finews.ch, the rescue of Credit Suisse (CS) and the forced sale to its competitor UBS played out as both a tragedy and a comedy.
12/28/2023
Investor confidence 'will return' in 2024
After a tough year of high inflation and rising interest rates, Husselbee thinks markets could see signs of recovery in the new year.
12/28/2023
Credit Suisse penalised $3 mn after probe by Singapore authorities
The action on Credit Suisse follows its review of pricing and disclosure practices in the private banking industry, according to the MAS.
12/27/2023
Schroders and Lloyds confirm wealth management deal talks
£109bn investment contract from bank has speeded tie-up process
12/27/2023
Wealth management in 2023: De-banking, the ‘great wealth transfer’ and the rise of the centimillionaires
As wealth managers grappled with increasing volatility, 2023 saw the continued growth of wealth management services across the UAE and the emergence of a new generation of UHNWs
12/27/2023
WH Ireland posts first half loss after challenging market conditions for the broker
It posted a statutory pre-tax loss of £3.9 million, widened from a £0.4 million loss a year earlier.
12/27/2023
These financial careers took an abrupt turn in 2023
But it wasn't just at the big banks that there were memorable changes at the top.
12/22/2023
Private banking and markets in 2024: what’s the outlook?
Will interest and inflation be a burden to private banking markets in 2024?
12/22/2023
Sergio Ermotti: «UBS is Like the Iron Giant from Space»
And the combination will be worth more than the sum of its parts, the boss of the largest Swiss bank is certain of this.
12/22/2023
UBS Sets New Standards in Zurich with the Mandarin Oriental
So the city of Zurich now has a new touch of world-class luxury, as was evident during the official opening on Wednesday evening.
12/22/2023
Lombard Odier’s NextGen initiative wins key award
The accolade honours the Bank’s ‘LO Generations’ initiative, a market-leading multigenerational approach to serving the next generation (NextGen) of our clients.
12/22/2023
Swiss banks want to quickly close the open flank to the USA
As part of a US program to resolve the tax dispute, 80 other Swiss banks then transferred settlement payments overseas.