Aussie wealth firm apologises for pushing Russian stocks
“Geopolitical events tend to be short-lived … Russian stocks are very cheap on any metric and offer a 20 per cent-plus dividend yield.”
Wealth and Asset Management
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Sionic Shortlisted in the 2022 WealthBriefing European Awards
Each of these categories is highly contested and subject to a rigorous process before the ultimate winner is selected by the judges.
Carlie Anderson Strategic Wealth Planning opens Hong Kong office
Carlie Anderson Strategic Wealth Planning, are establishing offices in the heart of Hong Kong to better Serve Investors in a rapidly growing Asia Pacific Market.
Hana Bank to expand art wealth management
Based on the partnership, Hana Bank will provide consulting services for clients interested in purchasing and selling artworks.
Nomura to Expand Asia Wealth Business
The report said Nomura has already hired more than 50 relationship managers from other banks, including BNP Paribas and Deutsche Bank.
Rothschild receives two of the top awards
For Bank for Governments of the Year, judges highlighted our willingness and ability to think creatively for clients and our trusted relationships with governments around the world.
Morningstar: Fourth-Quarter, Full-Year 2021 Financial Results
Operating expense increased 22.9% to $387.4 million in the fourth quarter of 2021.
Julius Baer sells 50% stake in major Mexican wealth manager
The transaction follows a review of the Group’s strategic participations and the conclusion that NSC Asesores can develop and grow best under a different ownership structure.
Quilter Cheviot partners with the WealthiHer network
The WealthiHer Network is a leading professional network
LLB Group reports record growth
With a net new money inflow of CHF 7.2 billion, the LLB Group achieved the largest organic growth in its history.
UBS – after the price crash, the inevitable happens
As the world's largest private bank, UBS is regularly exposed to the problem of margin calls.
Veteran KPMG partner launches high-net-worth family consultancy
Lineage Group also assists families with advice about how to use their wealth to support social causes.