03/28/2024
The awards, now in their eighteenth year and regarded as the Oscars of the finance world, recognise the best wealth managers and advisors in the private wealth industry
03/28/2024
Capital Group's survey shows that 100% of Hong Kong high-net-worth investors currently have at least 10% of their portfolio held in cash.
03/28/2024
EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.
03/28/2024
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
03/28/2024
How Q Wealth's strategic alliances with top advisories like PWM Private Wealth Counsel are setting new standards for independent wealth management
03/28/2024
Over 10 million customers are using Wealth Plan to take control of their financial future
03/28/2024
Strategic plan progress delivers strong, profitable growth
03/28/2024
Most importantly, all this should be on your chosen terms.
03/28/2024
Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?
03/28/2024
UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023
03/28/2024
David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.
03/27/2024
Once generated, the advisor can download the analysis as a PDF to share with your clients.
03/27/2024
Although there are relatively few clients in this segment, the business is highly profitable.
03/27/2024
This is the second consecutive year FNB is receiving the award from Euromoney.
03/27/2024
GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.
03/27/2024
These annual results are in line with Mirabaud’s strategic ambitions, as it continues its investment cycle.
03/27/2024
As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.
03/27/2024
This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.
03/27/2024
HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work
03/27/2024
JPMorgan is the largest U.S. bank. But its wealth division, with 5,400 advisors and about $900 billion in assets under supervision, is smaller than competitors'.