07/30/2024
Wealth managers feel strong philanthropic frameworks exist to support clients
One of the regulatory frameworks which exist for clients that wish to be heavily engaged is, according to Von Simon, the creation of a donor advised fund.
Wealth and Asset Management
07/30/2024
MBA Wealth Management: Navigating the Intricacies of financial Success
These services can include investment management, financial planning, tax services, retirement planning, and estate planning.
07/30/2024
ZKB buys Complementa
Complementa, which offers services including investment reporting and consulting, has been working with ZKB since 2006.
07/30/2024
Bank WIR grows faster than expected
The net profit from interest business also contributed to this.
07/30/2024
The fund groups which rely most on St James’s Place
One property fund manager runs more than 50% of its assets for SJP, while other active boutiques could come under pressure as the wealth giant ups its allocation to passives.
07/30/2024
Wealth managers feel strong philanthropic frameworks exist to support clients
He said there were specialist solicitors in the UK who were available to wealth managers who had a client wishing to set up a foundation.
07/30/2024
SJP reports record FUA and increased inflows in first half of 2024
On the financial front, SJP’s underlying post-tax cash result was slightly lower at £205.2m compared to £207.1m in the previous year.
07/30/2024
Swiss Private Banking in Italian
It was under these premises that BG Suisse Private Bank was founded in 2021.
07/30/2024
Southshore Wealth Management joins Cetera Advisor Networks from Ameriprise
McCormick brings with him over $151 million in assets under administration.
07/30/2024
Wealth Management Opportunities In The GCC Surge
For private wealth managers, the region offers attractive opportunities.
07/30/2024
UK's St James's Place shares soar on strategy reboot
St James's Place said it would cut costs by 80 million pounds by 2026 and aim to trim its overall costs by 100 million pounds a year by 2027.
07/30/2024
Wealthy investors help drive surging demand for gold
Family offices and rich individuals likely to be behind record second quarter, says report
07/30/2024
Mashreq Private Banking celebrates Excellence at the ABF Retail Banking Awards 2024
The bank’s solutions have brought significant value to clients and other stakeholders.
07/30/2024
Standard Chartered: Second Quarter and Half-Year 2024 Results
Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024
07/30/2024
Nomura profit triples on jump in wealth management and trading
Net income tripled from a year earlier to ¥68.9 billion ($446 million) in the three months ended June 30, the company said in a statement Tuesday.
07/29/2024
Amundi : 2024 1st half and 2nd quarter results
These assets under management now include nearly €100bn in direct distribution, alongside the success of the JVs.
07/29/2024
Quilter launches second iteration of inclusion and diversity action plan
The new plan builds on the positive changes achieved thus far and continues to prioritise solutions with measurable impact with long term sustainability at the fore.
07/29/2024
Private Banks Unimpressed by China’s Third Plenum
Onlookers hoped for signs of a swift economic turnaround.
07/29/2024
J Safra Sarasin backs small caps in ‘major rotation’
The Basel-based private bank says that small-caps suffered when interest rates were rising, but are now part of the way through a recovery.
07/29/2024
SJP advisers fear plummeting practice valuations amid debt worries
Are SJP raising funds to support the market?