06/21/2024
A new report by Bank of America finds that older and younger generations have very different ideas about the value of stocks and bonds versus alternative investment classes like art.
06/21/2024
New CIRO firm, Fidelity Wealth, wants advisors who are thinking about retiring
06/21/2024
Senior exec acknowledges city poised to overtake Switzerland in wealth management
06/21/2024
Rockefeller International chairman Ruchir Sharma joins Indian wealth manager
06/21/2024
The Comarch executive observed growing interest amongst banks in SEA for wealth management, which may be due to regulatory changes.
06/20/2024
This is no different at Julius Baer which is Asia’s fifth largest private bank by assets under management at end-2023.
06/20/2024
They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.
06/20/2024
In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth
06/20/2024
ZEDRA and CreaPartners will bring together the best of both our organisations.
06/20/2024
German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis
06/20/2024
Environmental and climate concerns are at the forefront for many clients.
06/20/2024
This comes after the bank realised affluent clients know investment opportunities exist, but the rapid influx of information makes investment decisions more complex than ever.
06/20/2024
40% of respondents under 35 stated using robo-advisories.
06/20/2024
There is one city where clients seem to have little problem with all of this in the wealth management space.
06/20/2024
In addition to stipulating a deadline, the latest instruction also requires some small banks to reduce their wealth management business activities by the end of this year
06/19/2024
Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.
06/19/2024
The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.
06/19/2024
Henrietta Walker, Head of Investment Specialists, discusses the ramifications of the recent market volatility and how that informs our asset allocation views.
06/19/2024
Millennials and Gen Z Allocate Three Times More of Their Investment Portfolios to Alternative Investments than Older Generations
06/19/2024
Paragon and RealVantage have launched a global private equity real estate fund with overall target returns of 12-15% and a quarterly distribution.