Wealth and Asset Management

15540 articles found

Wealth and Asset Management

Market Insight by Adi Pane – CARF, the CRS equivalent for crypto

For over a decade, part of crypto’s appeal, particularly for cross-border capital, rested on structural opacity. Decentralisation, self-custody and the absence of a CRS-equivalent framework allowed digital assets to operate outside the reporting architecture applied to traditional finance. That environment is now changing rapidly.   The OECD’s Crypto-Asset Reporting Framework (CARF) represents the first globally […]
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Wealth and Asset Management

Navigating the HNW intergenerational wealth transfer

Financial advisers are working with high-net-worth clients to establish a wealth transfer plan but a Shaw and Partners report suggested they should also be using the opportunity to secure the next generation of clients.    An estimated $4.9 trillion is set to change hands in the intergenerational wealth transfer, according to Shaw and Partners report, […]
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Wealth and Asset Management

Citi Opens Representative Office in Guyana

Citi announced the establishment of a new representative office in Georgetown, Guyana This strategic expansion reinforces Citi’s commitment to the nation, supporting its growth, development and the strengthening of its financial infrastructure  The new entity will facilitate the connection between clients and global markets while reinforcing collaboration with the public and private sectors Citi has […]
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Wealth and Asset Management

Bedrock’s Advisors Named in the 2026 Spear’s Wealth Management Index

Bedrock is proud to share that three of our advisors: Maurice Ephrati, Managing Partner; Raquel Santos Silva, Partner; and Helena Eaton, Head of Investment Advisory, have been recognised in the 2026 Spear’s 500 Wealth Management Indices.   Often described as the “Michelin Guide of Wealth”, the Spear’s 500 Wealth Management Index recognises leading experts across […]
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Wealth and Asset Management

Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion

Corient has announced the successful completion of its previously announced acquisitions of Stonehage Fleming and Stanhope Capital Group, marking a significant milestone in its continued global expansion.   “This is an exciting moment for Corient and the clients we serve around the world,” said Kurt MacAlpine, Founding Partner and Chief Executive Officer of Corient. “We […]
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Wealth and Asset Management

Zurich-Based EFG International Targets South Florida in Americas Expansion

EFG International AG, the Zurich-based private banking and wealth management firm, is accelerating its growth across the Americas with a strategic focus on South Florida, as the region continues to attract high-net-worth individuals, entrepreneurs and international investors.   The firm’s Americas business delivered the fastest growth of any EFG region last year, adding approximately $4 […]
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Wealth and Asset Management

Zurich-based asset manager establishes advisory board for digitalization and AI

With a newly created Innovation Advisory Board, SoundCapital aims to strategically anchor the topics of digitalization and artificial intelligence and accelerate their implementation in wealth management.     SoundCapital launched an Innovation Advisory Board (IAB) at the beginning of June. The new body will advise the company on its digital and AI strategy, prioritize relevant initiatives, […]
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