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Wealth and Asset Management

12/31/2024

Scotia Global Asset Management announces final year-end reinvested distributions for the Scotia ETFs

The additional units will be immediately consolidated so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

12/30/2024

Ariane Dehn: «Today, There’s Almost a Sense of ESG-Bashing»

She knows that booms are inevitably followed by crises – and she has experienced both in abundance.

12/30/2024

Wealth Without Harmony: Why Governance Outranks Growth in Family Businesses

A century of sustained family enterprise—what many would consider an extraordinary achievement—demands vision, discipline, and an unwavering commitment to adaptability and change.

12/30/2024

Hong Kong should aim to attract wealth from around the world

A prime example is Zhang Yiming, who has been listed by the Hurun Research Institute this year as China's wealthiest entrepreneur.

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.

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

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