06/13/2024
"Investors are, and should be, very disappointed about the returns in this business and so I don't think it should surprise anybody that we needed to drive significant change across the team," Sieg said in response to a question about the l
06/13/2024
Only four investment trusts qualified for a green rating in each of the categories, while just one received a red rating across the board.
06/13/2024
Wrise’s mass affluent arm has partnered with Kingkey Privilege Wealth Management days after the Hong Kong-based firm’s parent formally emerged from liquidation.
06/13/2024
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
06/13/2024
Goldman declined to quantify the full scope of its lending to wealthy clients, who typically have a net worth of at least $30 million
06/13/2024
Eighty-one percent of these investors expected growth among large and mid-caps, although sentiment towards small caps was mixed.
06/13/2024
The findings reveal Citigroup's performance lags behind its peers, specifically in critical operational aspects.
06/13/2024
Congratulations to them on this well-earned recognition, highlighting their hard work and accomplishments.
06/13/2024
This investment platform will bring complementary liquidity to existing equity and senior debt instruments
06/12/2024
Croesus' Maxime Dumas on leveraging advanced financial tools to enhance advisor capabilities and gain competitive advantage
06/12/2024
LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.
06/12/2024
Banks that excel in this form of personalization are often rewarded with enhanced customer loyalty, satisfaction, and, ultimately, greater profitability.
06/12/2024
The best and brightest private banks in the industry were honoured.
06/12/2024
This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.
06/12/2024
DBS is also aiming to double the number of wealthy clients with assets worth at least S$1 million and above by end 2026
06/12/2024
The merger would initially mainly affect employees, who would then already be able to work together internally, Sabine Keller-Busse told the Neue Zürcher Zeitung newspaper on Tuesda
06/12/2024
More than a quarter of world's wealthy worth $5m+ will pass on their fortunes in the next 10 years. Gen X as the primary beneficiaries.
06/12/2024
The Geneva private bank UBP has hired 150 wealth managers in the past year, half of them in Switzerland.
06/12/2024
The market is currently dominated by products that aim to optimise returns.
06/11/2024
Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.