06/10/2024
The external asset manager founded by former Bank of Singapore aims to continue its hiring spree, with the majority set to be recruited for its new mass affluent service, Wrise Prestige.
06/10/2024
The team at Secrets for Wealth comprises experienced investment professionals with a wealth of knowledge and expertise.
06/10/2024
The development is managed and operated by Edmond de Rothschild REIM’s in-house private rental sector platform and builds on the success of Saffron Court, its first development in Nottingham.
06/10/2024
Many market participants have refined their methods to measure sustainability-related investments and no longer report investments that only use exclusions or ESG integration as a sustainable investment approach
06/10/2024
To navigate the global economic and investment landscape, J.P. Morgan Private Bank's 2024 Mid-Year Investments Outlook highlights five important themes.
06/10/2024
iCapital will provide all administrative functions associated with managing Prime Quadrant Alternative Investment Access Funds.
06/10/2024
At present, Standard Chartered has four international wealth hubs in Jersey, the United Arab Emirates (UAE), Singapore and Hong Kong.
06/07/2024
The Company supports the energy transition by enabling the reliable and sustainable transmission of electricity, whilst facilitating the global electrification megatrend.
06/07/2024
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
06/07/2024
This esteemed industry list celebrates outstanding practitioners in the Crown Dependencies who are rising stars in the private wealth sector.
06/07/2024
In addition, the Private Bank was named Best Private Bank for Succession Planning for 2024.
06/07/2024
Moonfare’s registered membership community now comprises more than 60,000 individuals.
06/07/2024
These firms are strategically choosing use cases that offer the most immediate operational impact and are addressing the challenges of adoption.
06/07/2024
Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks
06/07/2024
Switzerland is known for its stability, confidentiality, and professional expertise.
06/07/2024
This annual listing recognises wealth professionals with 20 years or less industry experience and judging is based on the qualities and achievements of the individual.
06/07/2024
Several obstacles to productivity were identified, including organisational culture, poor communication, inconsistent processes, inadequate technology, unreliable data and compliance burdens.
06/07/2024
Wealth manager clients are widening their investment scope
06/07/2024
The sell off, to Zeus Capital, is expected to be completed by mid-July.
06/06/2024
Like everything in life, a lot of what we think we know to be correct could not, in fact, be further from the truth.