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'.
03/27/2024
This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.
03/26/2024
The China head was with JP Morgan Private Bank for over eight years, and worked at Credit Suisse, HSBC and UBS before.
03/26/2024
HSBC report suggests wealth preservation and its distribution to next generation is a prime objective among the wealthy