12/04/2023
Navigating the intergenerational wealth shift with adaptive technology
While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.
Wealth and Asset Management
12/01/2023
Key trends shaping the landscape of private wealth disputes
The mechanisms by which the establishment of a trust or an apportionment of trust assets can be invalidated are, absent demonstrating the existence of sham, very limited.
12/01/2023
Santander Wealth Management & Insurance considers the interest rates adjustment period has concluded and focuses on extending the investment horizon
Its central scenario for next year is for more moderate economic growth and falling inflation to open the door to a gradual decline in interest rates.
12/01/2023
How to maximize the impact of your philanthropic giving | Private Banking
Still, philanthropic investments have a significant role in overall wealth and legacy planning.
12/01/2023
Scotia Wealth Management honoured to receive six awards from Global Finance and PWM/The Banker Global Private Banking Awards
"These awards reaffirm our strategy to support our clients with financial solutions that span the full suite of services from Scotiabank."
12/01/2023
The Banker names BBVA Bank of the Year in the Americas
The Banker once again recognized BBVA’s commitment to Latin America and its leadership in the region during the ceremony for its Bank of the Year Awards 2023.
12/01/2023
Signa: René Benko Is on Its Way Out, While Julius Baer Is Likely to Stick Around
It has applied for a self-administered restructuring procedure, which implies that the creditors of the holding can still expect to recover at least 30 percent of their investment.
12/01/2023
Swiss Re targets an IFRS net income of more than USD 3.6 billion for 2024
The transition from US GAAP to IFRS provides Swiss Re with an opportunity to demonstrate the value of its business.
12/01/2023
Financial planning firm Finura snaps up Tenacity Wealth Management
This is the second acquisition Finura has made over the past three years. It bought James Harvey Associates in 2021.
12/01/2023
SJP CIO Onuekwusi: Retail investors lack appropriate structure to access private markets
Open-ended structures 'have to work'
12/01/2023
St James’s Place’s troubles present an ‘opportunity’, says rival chief
SJP is a “phenomenal” business however and JM Finn was not expecting a “wave” of clients to pour across from SJP, Bedford said,
12/01/2023
Making The Most Of Your Career's Defining Monent - The art Of The Business Exit
The head of our Business Exit Programme, Greg Kyle-Langley, details how advice and guidance at the crucial moment of exit could provide lifelong value.
11/30/2023
Three UBS Advisor Teams Named to the Forbes America’s Top Wealth Management Teams List
The team provides personalized financial advice and wealth management services to ultra-high net worth and high net worth individuals, families and business owners.
11/30/2023
CIBC Mellon Enhances Mackenzie Investments' Asset Management Capabilities
Advances Mackenzie Investments' ongoing digital transformation with a leading-edge technology middle-office solution from BNY Mellon
11/30/2023
‘Disruptive’ tech, Asian markets and US equities to create opportunity for UHNWs in 2024, says HSBC Global Private Banking
Wealthy investors can cope with increased global volatility through careful strategic decisions, HSBC’s Willem Sels tells Spear's
11/30/2023
Labuan IBFC awarded commendation as international domicile at the European Captive Awards 2023
Accolade highlights continued interest in domicile as both a regional and global captive hub
11/30/2023
Deutsche Bank Private Bank CIO Outlook 2024: Finding Growth
Moderate growth is expected in industrialized economies whereas Asia remains the global growth engine
11/30/2023
UBS: Billionaire Inheritance Outpaces Entrepreneurship
Within Asia, the average wealth of inheritors was $2 billion, ahead of the $1.6 billion held by the average entrepreneur in the region.
11/30/2023
Migros Bank enters into a future-oriented partnership with Inyova: sustainable investing is becoming the focus
In the future, customers will be able to invest in companies that contribute to solving the climate issue.
11/30/2023
Zuger Kantonalbank opens doors in shopping centers
After three months of modernization work, the office in the Zugerland shopping center opened its doors on November 30th (today).