A majority of Middle East HNWIs do not have a wealth succession plan in place for their family businesses
Lombard Odier’s exclusive survey reveals
Wealth and Asset Management
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Markets at an important crossroads
Russia’s invasion of Ukraine and China’s commitment to its zero-Covid policy likely have something to do with the change in sentiment, as both help feed concerns around slower growth and stickier inflation.
Speculation about increased selling pressure from the SNB
The surprising decision by the Swiss National Bank (SNB) to raise interest rates by half a point has led to ongoing speculation about the further actions of the central bank on the stock and bond markets.
AllianceBernstein Partners with Impact Engine to Bolster Purpose-Driven Investment Offerings
The new partnership will focus on purpose-driven investments supporting environmental sustainability, economic opportunity, and health equity across venture capital, growth equity and buyout managers.
Deutsche Bank’s Leadership Takes Financial Hit on Staff Use of WhatsApp
German lender has come under criticism from regulators
UBP Sells its American Client Business
The two sides have agreed not to disclose the price of the deal for client assets totaling 1 billion Swiss francs ($1.04 billion) to be transferred.
Five J.P. Morgan Wealth Management Advisors Named Barron’s 2022 Top Women Financial Advisors
J.P. Morgan Wealth Management continues to invest heavily in technology, top talent and resources to offer exceptional support for its advisors and clients.
Lombard Odier’s Asia CIO on Portfolio Agility as the World Faces up to Inflation Mutating to Low Global Growth
Looking ahead, to 2023, he said the bank currently thinks the story might evolve from an inflation scare to a growth scare.
Wealth Enhancement Group Joins Forces with Hawkins Wealth Management, a $574M RIA With Offices in Iowa and Florida
Addition of Hawkins Wealth Management Raises Wealth Enhancement Group's Total Client Assets to More Than $55.5 Billion
Wealthy GCC investors are leveraging weak pound to buy London properties
Knight Frank says there has been a noticeable surge in UK property interest, as Northacre, a subsidiary of Dubai-listed Shuaa Capital, announces its first luxury branded residence in London
IQ-EQ Compass wins Gold in Citywealth Brand Awards 2022
The award ceremony took place in London on 21 June 2022, where representatives of IQ-EQ were in attendance.
Alpha Financial Markets posts its "best year in history" as profit up
The number of Alpha Financial's clients increased to 718 from 439 the year before, fostering revenue growth alongside the integration of Lionpoint.