08/27/2024
Mark Tibergien Recognized with Lifetime Achievement Award at the 2024 Wealth Management Industry Awards
Tibergien will be presented the lifetime achievement award at the upcoming Wealth Management Industry Awards celebration
Wealth and Asset Management
08/27/2024
Four UBS advisors in the Philadelphia D.C. Wealth Management Market named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List
Developing the next generation of financial advisors is a top priority for our team
08/27/2024
From Geneva to Dubai: Lombard Odier shares its private banking ambitions in the Middle East
Malik is based in the gate building of the Dubai International Financial Centre.
08/27/2024
St James’s Place: UK’s largest wealth manager kicks off share buyback
St James’s Place also announced it had taken in £1.9bn in new client money over the period, above the £1.3bn expected by analysts.
08/27/2024
Tatton launches joint DFM ventures with two IFAs for first time
Two advice firms have created joint DFM ventures with MPS provider Tatton, with all parties benefiting from discretionary management fees.
08/27/2024
Martin Schilling: «The Redistribution of CS Funds is Yet to Come»
Against this backdrop, he expects that in a few years there will be only about 60 wealth management banks, as he further notes in the interview with finews.tv.
08/27/2024
Hargreaves Lansdown’s acquisition by private equity could herald a new era for wealth management
Could this be the start of a whole new era of consolidation?
08/27/2024
UBS Wealth Management raises odds of U.S. recession to 25% from 20%
Earlier this month, J.P. Morgan raised the odds of U.S. recession by the year-end to 35% citing easing labor market pressures, while Goldman Sachs lowered its probability of a recession in the next 12 months to 20%.
08/27/2024
Explosive Growth of Crypto Millionaires in 2024
Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.
08/23/2024
Many Wealthy Individuals Still Concentrate Assets in One Country Despite Global Diversification Trends
The shift towards diversifying asset locations has been driven by various factors, including geopolitical risks, second-home residency, and children’s education abroad.
08/23/2024
Labuan IBFC: Asia's One-Stop Wealth Management Hub
Labuan IBFC has a complete ecosystem in place to support wealth management.
08/23/2024
Bank of Singapore sees Middle East accounting for a fifth of assets over 3 to 5 years
"UAE and in particular Dubai have become key destinations for global millionaires post-COVID," Ranjit Khanna
08/23/2024
Real Estate Giant Expands in Asset Management
In its 25th year of existence, Swiss Prime Site (SPS), which is present in Zurich with properties like the Prime Tower and the Jelmoli building, has delivered a solid result.
08/23/2024
The new silk road: Middle East-Asia investment corridor ‘strengthening dramatically’, says HSBC global wealth chief
The bank’s private banking and wealth strategy is being shaped by increasing collaboration in the two regions, with trade forecast to double in 13 years
08/23/2024
The Future Must-Have Markets for Wealth Managers
There is a common underlying strain of thought out there when it comes to predicting the future. It is hard.
08/23/2024
Luzerner Kantonalbank Half-year results 2024
This corresponds to an increase of 16.8 million francs or 13.1% compared to the same period last year.
08/23/2024
Wealth management within GCC can be helped by a common framework
Some harmonization of rules will keep fund flows running smoothly
08/23/2024
7 in 10 wealth owners keep assets in at least 2 countries: survey
Moreover, 73% of private transactions by individuals under compliance restrictions ranged from $134,000 to $4m
08/23/2024
OTP Bank : The newest and one of the largest banks of Slovenia will be called OTP Banka from tomorrow
The activities of the new merged bank will be complemented by leasing and factoring services of the subsidiaries SKB Leasing, SKB Leasing Select and Aleja finance.
08/23/2024
Wealth management within GCC can be helped by a common framework
Some harmonization of rules will keep fund flows running smoothly