How advisor's own life journey strengthens bond with clients
Wealth manager says she knows when a client will leave their spouse before the divorce lawyer. Melissa Prusky explains how
Comment & Analysis
5183 articles found
Andreas Utermann: «I was within the rules and didn't cheat»
In his new role, he hopes to regain the flexibility he had previously lost as CEO.
Why there’s no respite in the storms wiping out wealth globally
Whether super-safe treasuries or the riskiest emerging equities, global markets have lost over a record $35 trillion in value so far in a wild selloff that’s engulfed assets right across the risk spectrum.
Self-made millionaire: You don’t have to give up lattes to get rich—do this instead
When it comes to building wealth, most people focus on the ”$3 questions” like, “Should I skip buying a latte today?” or “Should I get that dessert?” Sethi tells CNBC Make It.
Succession Divide Between UHNWI Heirs and Family Offices
About 85 percent of the next generation of UHNWI who took part in the study believe that they are ready for succession, while 39 percent of family offices are of the view that the next generation is sufficiently prepared for their future roles.
Who Are the Richest Sports Owners in the World, 2023?
Rounding out the top five are Rob Walton ($60.8 billion) and David Thomson ($52.1 billion).
Supporting Private Clients in Asia
In an increasingly uncertain world, wealthy families and individuals need a trusted partner to guide them through the complex challenges that uniquely impact them and their affairs.
Is there a future for buy-to-let?
The current economic climate is putting pressure on private landlords, but there are opportunities too.
The future of Private Banking in 2023
Private banking and wealth management firms are braced for one of the biggest disruptions the sector has ever faced.
BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices
Study Finds 85% of Ultra-High-Net-Worth Next Gens Confident About Preparation for Succession, While Family Offices Believe 39% Are Prepared
CaixaBank voted ‘World’s Best Bank in Data Analysis and Artificial Intelligence 2022’ at the Qorus-Accenture international awards
CaixaBank also received silver in the global ‘Most Innovative Bank in the World’ (Global Innovator 2022) category.
Is it The Dawn of a New Golden Era?
After a difficult year with strong headwinds, the gold market is on an end-of-year upswing.