11/24/2023
The “Ageing” Europe: what trends will shape wealth management for HNW investors
Wealth is getting older, but what opportunities does that bring?
Wealth and Asset Management
11/23/2023
Wealth managers help clients reach financial goals
Situational awareness said to be important attribute for adviser
11/23/2023
China wealth manager Zhongzhi flags insolvency, liabilities of $64 billion
The worsening woes at Zhongzhi, a major player in China's $3 trillion shadow banking sector - roughly the size of the French economy - is set to reignite worries about the ripple effect of the property debt crisis on the broader financial sector.
11/23/2023
LatAm advisors join forces to launch investment consultancy for wealth managers
Paula Bujia and Guillermo Davies have teamed up to launch Buda Partners.
11/23/2023
Government plans to exit stake in NatWest 'symbolic'
As such, we believe it is the fundamentals of the business which are more important in driving share price performance rather than any technical overhang from a shareholder reducing their stake.
11/23/2023
Five Members Of JTC are Shortlisted in the 2024 Citywealth Powerwomen awards
The annual awards support and recognise the leading woman and companies within the private wealth industry.
11/23/2023
How Sergio Ermotti Wants UBS to be Saved
Sergio Ermotti believes UBS can be two things at the same time.
11/23/2023
Swiss bankers told wealth at nature's expense is a Ponzi scheme
Private sector urged to back environmental action by former aide to Britain's King Charles III
11/23/2023
Rothschild & Co to open third Wealth Management office in Germany
With the new office in Hamburg’s city centre, the team will offer northern German clients even greater local proximity and flexibility for strategic advice and discretionary portfolio management.
11/23/2023
Perspective adds £205m in assets with twentieth acquisition of 2023
The group has snapped up Primera Wealth Management
11/23/2023
Rated SZKB fund manager joins Zurich boutique
Fabian Blank now co-manages a range of multi-asset and bond strategies at Swiss Rock Asset Management.
11/23/2023
From the perils of private debt to net-zero attempts: Four things we learned in Gstaad
Talking Trends panel generated plenty of food for thought.
11/23/2023
Next generation of ultra-rich families willing to take bigger risks
Region's wealthy families start involving young in money matters between ages of 26 and 35, says Julius Baer
11/22/2023
Miller Family Wealth Management Joins Steward Partners
First partner in Georgia is a former Wells Fargo team with $275 Million AUM
11/22/2023
Citigroup lifer leaves head of wealth services role amid reorganization
The Wall Street firm is working on an overhaul of its wealth business structure.
11/22/2023
BBVA, Best Private Bank in Peru and Best Private Bank for Customer Service in Latin America, according to The Banker
The magazine remarked that the bank’s formidable contact, outreach and segmentation efforts had led to a significant increase in new customers and assets under management.
11/22/2023
Julius Baer 2023 family barometer
‘Rising Generation’ are willing to take bigger risks and sets clear expectations towards their wealth advisors
11/22/2023
Partners Group to sell Civica, a global provider of cloud software solutions for the public sector
The Company has a comprehensive product portfolio covering workflow and automation, risk and compliance, workforce management, financial management, and data analytics and insights.
11/22/2023
Wealth Management Apps Become Gateway to Client Satisfaction and Retention, J.D. Power Finds
The digital experience is a crucial component of an effective client acquisition and retention strategy.
11/22/2023
Why Liontrust is sticking with St James’s Place (for now)
Managers at the firm explain why they still see value in the under pressure wealth manager.