09/17/2024
At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.
09/17/2024
One of the most pressing challenges that the wealth management sector is facing is the shortage of skilled talent.
09/17/2024
It allows DBS to sell professional investors products that were previously exclusive to institutional investors.
09/17/2024
Independent asset manager Corum has acquired Menziken-based Sensusplus.
09/17/2024
Even among those who do, a notable 24 per cent acknowledge difficulties in integrating the next generation into business life.
09/17/2024
Farrer & Co acted as legal advisor to CGWM UK in connection with the transaction, which represents a significant addition to CGWM UK’s international operations.
09/17/2024
Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.
09/17/2024
Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally
09/16/2024
Consequently, strategic philanthropy is expected to grow, underscoring the need for new skills and capabilities for the sector.
09/16/2024
A private banker that has had stints in Hong Kong and Zurich, has relocated to Dubai.
09/16/2024
The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios
09/16/2024
Praemium in conjunction with Investment Trends has released the 2024 HNW Investor Report, which outlines that despite cost-of-living pressures, Australia’s wealthiest are getting wealthier.
09/16/2024
The talent will be based in Hong Kong and serving the region more broadly, Sieg said, declining to provide numbers.
09/16/2024
Yields move inversely to prices.
09/16/2024
Wealth owners choose Singapore for many reasons
09/16/2024
Wealth managers such as Banca Generali are increasingly focused on the succession issues faced by the myriad Italian businesses that sprang up during the post-war boom.
09/16/2024
The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.
09/16/2024
The FCA said it imposed restrictions because it had “serious concerns” the firm was not capable of being “effectively supervised” by the authority.
09/16/2024
The mandate, which emphasises the strategic importance Schroders places on working with the UK’s mutual sector, will encompass both multi-asset and short-dated credit assets.
09/16/2024
This group of investors, categorised as High Net Worth Individuals (HNWIs), experienced a growth rate of 10.3% in 2023