Wealth Management 2030: Visualizing Scenarios for the Next Decade
They want their investments to reflect their values and achieve goals besides “only” earning a return.
Wealth and Asset Management
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Odds shift for global banks' Asia wealth bets in China's slower-growth reality
The banker and his peers declined to be named as they were not authorised by their organisations to speak to the media.
7IM updates platform to streamline portfolio management
This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.
Schroder Investment Solutions wins Best Model Portfolio Service at the Professional Adviser Awards 2022
Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.
Entrepreneurs choose property over pension for wealth generation
The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension.
Next in asset and wealth management
This has exacerbated other challenges facing the industry, including intense fee pressure, rising costs and changing investor preferences.
How to manage sudden wealth, and avoid the pitfalls that may come with it
Wealth management can support individuals in three ways.
EFG delivers solid operating results
EFG achieved a solid operating result in the first three months of 2022,
Lights Out in Moscow for UBS and Credit Suisse
While rival Goldman Sachs flew its staff to the Middle East and Société Générale, with a heavy presence in Russia, pulled the plug, the lights continued to burn in the offices of the Swiss banks.
Singapore Bank Earnings Hit by WM Drop
Southeast Asia’s largest bank, DBS, reported its first quarter net profit came in at S$1.8 billion (US$1.30 billion), down 10 percent from the year-earlier quarter.
The best wealth managers in Guernsey in 2022
Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities.
Guernsey Finance launches Effective Philanthropy report at seminar
To demonstrate this, Guernsey Finance, the promotional agency for Guernsey’s financial services sector, is hosting a seminar on 28 April in London.