Managers of Wealth

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.

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.

Wealth management within GCC can be helped by a common framework

Some harmonization of rules will keep fund flows running smoothly

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

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.

Wealth management within GCC can be helped by a common framework

Some harmonization of rules will keep fund flows running smoothly

Valartis Group Half-Year Report 2024

The operating income increased by 16 per cent compared to the previous year

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

Our partnership with the MAC: an update

A year into our partnership, we’re proud to have built a strong relationship based on mutual respect.

Zürcher Landbank Successful first half of 2024

All business areas contributed positively to ZLB's earnings growth

HSBC to double UK wealth business as banks target 'mass affluent'

The sector collectively holds around £4 trillion, half of Britain’s wealth market

SJP’s Joe Wiggins: Beware of the next ‘big idea’

Joe Wiggins warned two years ago that sustainability-led investing could suffer if returns dipped, but what comes next?

Santander to convert its office space in Miami into 41-story tower with combined office and retail space

Construction will have the highest international standards for sustainable construction and office and retail space to third-party tenants.

P1 Platform expands its range of services

P1 Platform enhances its offerings to expedite the creation of reports and client disclosures.

Next Gen: Kishan Raja, Hawksmoor Investment Management

Hawksmoor’s Kishan Raja reflects on his investment career so far, his best and worst investment decisions, and who he would invite to his fantasy dinner party.

JTC Highly Commended at the nudge Financial Wellbeing Impact Awards

JTC Employer Solutions prioritise enhancing financial literacy and wellbeing among their members.

KIBB takes wealth management to a new level

The platform integrates a broad spectrum of offerings into a seamless ecosystem, making it easier than ever for users of the platform to manage their finances.

Fairstone acquires two advice firms

The firms are Grayside Financial Services in Epsom and Swindon-based Executive Wealth Management.

Bank Zimmerberg Surpasses Milestone

The regional bank particularly excelled in its securities and investment business, with a half-year result of 1.7 million Swiss francs, 9 percent higher than the previous year.

MKD Wealth Unveils New Brand Identity and Website for Entrepreneurs and High-Net-Worth Families

The rebranding includes the launch of a new website, MKDWealth.com, designed to better communicate the firm's unique approach to wealth management.

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Wealth and Asset Management