Financial Synergies Wealth Advisors Partners with Local Advisory Practice
The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.
Wealth and Asset Management
15471 articles found
FNZ exits private wealth player in management buyout
Paua’s management, led by co-founders Donna Nicolof and Chris Glackin, has acquired FNZ’s circa 25 per cent stake in the financial planning business, ending the PE-backed giant’s three years on the shareholder register.
Structuring Beyond Borders: How Greater China’s Wealth Planners Are Evolving
At a recent Hubbis event in Hong Kong titled “The Future of Wealth Planning in Greater China,” a panel of senior industry participants examined the region’s rapidly transforming landscape.
Entrepreneurial wealth in motion
As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.
Swiss Private Wealth Update: Inheritance Tax Referendum, Trust M&A and PTC Planning
Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.
Standard Chartered plans to reopen private bank in Switzerland – report
This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.
Raiffeisen Bank International and ODDO BHF deepen partnership in mergers and acquisitions for clients in Austria, Central and Eastern Europe
Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer
WH Ireland shares soar as wealth peer Team confirms all-share bid
WH Ireland said Team is considering an offer of 0.195 of a Team share for each WH Ireland share.
Finlay Wealth Management Links Up With Children’s Charity
Within just days of launching their campaign, the team has already raised over £4,000 in donations from clients, colleagues, and supporters.
UBS delays migration of ultra‑high‑net‑worth Credit Suisse clients – report
The delay interrupts the bank’s integration process and raises doubts about meeting its end‑March target for migration of all clients.
Prepared and Empathetic Advisors Gain More Value Than Ever
New generations and greater diversity are driving a more sustainable, transparent, and ethical approac
The Real AI in Wealth Management: Alternative Investments’ Moment
Advisors are committed to expanding access to alternatives for clients who demand them, but the roadblocks are real.