12/30/2024
What have investors learned in 2024 and what's next?
A year that was eventful and sometimes even spectacular in many ways: Gold, Bitcoin and artificial intelligence (AI) dominated the headlines.
Wealth and Asset Management
12/30/2024
Hong Kong should aim to attract wealth from around the world
Examples such as Zhang Yiming show Hong Kong is a magnet for wealthy entrepreneurs to set up family offices and asset management firms
12/30/2024
2024 Spurs Regime Change in the Wealth Management
Saperstein’s promotion left open the head of wealth management spot for Jed Finn who has quickly climbed the ranks during his 13 years at the wirehouse.
12/27/2024
MetLife Investment Management to Acquire PineBridge Investments
The acquisition excludes PineBridge’s private equity funds group business and its joint venture in China.
12/27/2024
Litman Gregory Wealth Management Named on Forbes’ 2024 America’s Top RIA Firms List
The selection by Forbes is based on an extensive due diligence process developed by SHOOK Research, which evaluates firms on both qualitative and quantitative factors.
12/27/2024
Remembering Dick Parsons, Longtime Lazard Board Member
Dick's storied career embodied the finest traditions of American business leadership.
12/27/2024
Modern Wealth unveils new three-step business advisory process
The plan integrates business advisory, financial planning, and life planning to help business owners grow value, align financial goals, and plan a successful exit for long-term success
12/27/2024
How the Rich Build Wealth That Lasts: 8 Tactics
The ultra-wealthy have mastered strategies that allow their fortunes to grow even in uncertain economic climates.
12/27/2024
HSBC to Sell French Life Insurance Arm, Focus on Profitable Operations
The deal, valued at €925 million, would represent a strategic move in HSBC’s plan to simplify its operations.
12/27/2024
German Giant Discovers Its Swiss Potential
In Germany, the Frankfurter Bankgesellschaft is among the top ten private banks.
12/27/2024
Ariane Dehn: "Today, people are almost bashing ESG"
Later, everything turned out very differently.
12/27/2024
The Power Of Women And Wealth: Redefining Success And Impact
There are many myths out there about women and their relationship with money.
12/27/2024
Wealthy Boomers Will Be Passing On an Average of $3.1M: Where That Money Will Be Going
Still, high-net-worth boomers will be passing on millions of dollars — an average of $3.1 million each.
12/27/2024
Excellence in Banking: Wealth management leaders of the year for 2025
Providing personalized experiences, understanding customer needs, and offering tailored financial solutions helps create a competitive advantage.
12/27/2024
The great wealth transfer
Big inheritances are set to transform economies, markets and society
12/24/2024
Season's Greetings from Managers of Wealth
Thank you for your trust and support
12/24/2024
Wealth managers must be smooth operators in 2025
This highlighted intense polarisation of global political powers, industrial relations and societal viewpoints.
12/24/2024
Monthly update: trump’s return fuels growth expectations
Stock markets rallied in response to Trump’s presidential victory.
12/24/2024
BNP Paribas enters deal to acquire AXAInvestment Managers
The merger is set to create a ‘leading’ asset manager in Europe with €1.5tn in assets under management.
12/24/2024
Multi-Jurisdictional Wealth Management and B2B Solutions for Global Client Retention
As private wealth surged to $454.4 trillion globally in 2022, the limitations of single-jurisdiction wealth management have become impossible to ignore.