Wealth and Asset Management Archives - Page 472 of 1505

Julius Baer CIO tells rich to brace for private market 'hangover phase'

October 16, 2024

Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.

Wealth and Asset Management

Merrill Earnings Highlight Size of New Clients, Not Quantity

October 16, 2024

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

Wealth and Asset Management

Luxembourg Tops the Global Wealth Rankings in 2024

October 16, 2024

The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.

Wealth and Asset Management

Quilter reports third quarter net inflows of £1.4 billion

October 16, 2024

The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.

Wealth and Asset Management

StanChart Runs UHNW Family Forum in Hong Kong

October 16, 2024

Hong Kong was chosen as the first stop for the bank’s forum as one of the four wealth hubs from which it serves ultra-high net worth indivi

Wealth and Asset Management

Three areas wealth industry should tackle to deliver better consumer support outcomes

October 16, 2024

It’s only right that in time, attention will turn to consumer support

Wealth and Asset Management

This Assessment Will Please Swiss Banks

October 16, 2024

One of his conclusions will particularly please Swiss private banks.

Wealth and Asset Management

Tracey Davidson named in Spear’s ‘Power List 2024’

October 16, 2024

The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.