09/03/2024
Swiss Life further expanded its fee business in the first half of 2024 and increased fee income by 7% in local currency to CHF 1.26 billion.
09/03/2024
The wealthtech solutions market is expected to see rapid growth in the next few years.
09/03/2024
By the time those grandchildren have kids, 90 per cent of that family fortune will be gone.
09/03/2024
The product aims to overcome the key challenges faced by wealth managers in accessing private markets.
09/03/2024
A fresh location in Winchester is opened by Close Brothers Asset Management.
09/03/2024
Bank of America Private Bank for years has served high-net-worth clients in West Michigan from a location on the east side of the state.
09/02/2024
With Fed easing imminent, ‘clients are once again comfortable using their stocks as collateral for project funding’, HSBC executive says
09/02/2024
The reason for this is that a portion of the controversial loans extended by Julius Baer to René Benko appears to be more valuable than feared.
09/02/2024
The news follows Tavistock’s termination of its partnership with Titan last month
09/02/2024
Many young adults are pinning their hopes on the Great Wealth Transfer, a generational exchange of riches that could pass $90 trillion from boomers to their heirs over the next 20 years.
09/02/2024
This is a historical milestone for the Swiss financial giant as it has placed a divisional president in Asia for the first time ever.
09/02/2024
Known as the “Wealthies,” these awards highlight companies and individuals driving success in the financial advisory sector.
09/02/2024
Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.
09/02/2024
The firm has since entered into a scheme of arrangement under which KKR will buy its corporate trust and wealth management businesses for $2.1 billion.
08/30/2024
Gabriela Jakubczyk becomes a Director of Corporate and Sheena Huggett becomes a Director of Private Wealth.
08/30/2024
Following a strong performance in 2023, One Swiss reported a decline in net profit for the first half of the year.
08/30/2024
Despite the trend of diversifying booking centers, nearly half of high-net-worth individuals still keep all their assets in a single country
08/30/2024
It offers a range of financial planning services including pensions, investments, family wealth planning, corporate investment, IHT planning and other bespoke requirements.
08/30/2024
The Pictet Group's total equity and total capital ratio remained strong.
08/30/2024
The AAA rating for Zürcher Kantonalbank was confirmed again