Wealth and Asset Management Archives - Page 485 of 1506

The Great Wealth Transfer: preparing for the biggest generational wealth shift in history

September 26, 2024

The Baby Boomers – who are today reaching retirement age – have amassed a collective fortune unlike any generation before them.

Wealth and Asset Management

Saxo Bank Aims for the Crown in Switzerland

September 26, 2024

Since the collapse of Flowbank, it has become clear that competing in the Swiss digital banking market is no easy feat.

Wealth and Asset Management

Expansion of Wealth Connect scheme gets Chinese funds flowing

September 26, 2024

‘Southbound’ investors were initially attracted to deposits but may diversify as interest rates — and restrictions — fall

Wealth and Asset Management

Schroders Capital receives regulatory approval for first wealth LTAF

September 26, 2024

The majority launched to date have allowed defined contribution (DC) investors to access private markets and have been structured as Authorised Contractual Schemes.

Wealth and Asset Management

Banque Havilland (Monaco) enters into exclusive negotiations

September 26, 2024

The Consortium will be well positioned to strengthen the balance sheet and build the business going forward.

Wealth and Asset Management

Robeco launches multi-asset strategy to beat inflation

September 25, 2024

Robeco said the strategy will not necessarily follow the usual ‘60-40’ multi-asset mix of many similar funds

Wealth and Asset Management

Wealthy Families Increasingly Question Where in the World to Keep Their Assets

September 25, 2024

Ultra-rich families have often run their wealth from a single-family office located where their business exists, or their money was made, and where most members of their family live.

Wealth and Asset Management

Win for Collas Crill at the STEP Private Client Awards 2024

September 25, 2024

The Judges commented that Collas Crill has an impressive multi-disciplinary and multi-jurisdictional practice

Wealth and Asset Management

Ninety-Six Partners is entering a new phase of growth:

September 25, 2024

Ninety-Six Partners changed its company name and image at the beginning of the year and is now starting a new phase of its growth with the obtaining of a wealth manager license and the strengthening of its governance.