Wealth and Asset Management Archives - Page 296 of 1492

HIGHVERN in the running for STEP Trust Company of the Year

June 26, 2025

The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.

Wealth and Asset Management

Natural damage in Switzerland – Helvetia presents facts and figures on the most important threats

June 26, 2025

Switzerland, with its numerous mountains, bodies of water, and its exposed location in the center of Europe, is highly exposed to natural disasters.

Wealth and Asset Management

Van Lanschot Kempen creates bespoke private markets portfolio

June 26, 2025

This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.

Wealth and Asset Management

Spotlight on small businesses and high net worth individuals as HMRC mind the gap

June 26, 2025

The statistics show that the overall tax gap is estimated at 5.3% of total theoretical tax liabilities, equating to £46.8 billion.

Wealth and Asset Management

Quintet pioneers private markets portfolio integration

June 26, 2025

Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform

Wealth and Asset Management

High-Net-Worth Families Around the World Are Accelerating the Transfer of Wealth to Their Heirs

June 26, 2025

The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages

Wealth and Asset Management

Ex-Goldman wealth veteran focuses on family values

June 26, 2025

With the 20-year anniversary of the firm’s launch and ceding by two major families, fast approaching, he is starting to look back at the influences which have shaped his career and analyse today’s catalysts for change.

Wealth and Asset Management

The merger of Gonet & Cie SA and ONE swiss bank SA is effective

June 26, 2025

The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.

Wealth and Asset Management

Wealth managers need upgraded reporting in the age of funds

June 26, 2025

Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, explores the challenge of obtaining and integrating fund data.

Wealth and Asset Management

New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks

June 26, 2025

Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.

Wealth and Asset Management

Global Wealth Office at Nest Seekers International Unveils Dubai Expansion: Establishing the Middle East as a Commanding Force in Global Wealth Leadership

June 26, 2025

This milestone reinforces Global Wealth Office’s commitment to the Middle East as a global hub—accelerating UAE–U.S. capital flows, advancing strategic investments, and attracting high-value global investors through seamlessly integrated

Wealth and Asset Management

Strong recognition for IQ-EQ talent in 2025 Citywealth Brand & Marketing Awards

June 26, 2025

The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.

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