10/16/2024
Julius Baer CIO tells rich to brace for private market 'hangover phase'
Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.
10/16/2024
Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.
10/16/2024
Hong Kong and Singapore are the world’s rising wealth centres
10/15/2024
AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.
10/15/2024
Dominique Gerster brings more than two decades of experience in corporate communications.
10/14/2024
The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly.
10/14/2024
Over the past two years, assets under management (AUM) have grown by more than 25 percent, following a steady decline in previous years.
10/14/2024
The portfolio aims to address issues such as affordable housing, community development, climate change and the regeneration of natural resources.
10/14/2024
A family bank in Lugano has been expanding in big steps for some time.
10/14/2024
Tatton is jostling with fellow MPS giant Quilter for assets. But how do its returns stack up against those of its largest rivals?
10/14/2024
One of the main BlackRock funds that increased its stake in the FTSE 250 company, which has a market capitalisation of £725mn, is the Throgmorton Trust.
10/11/2024
Against all odds, the team always pulls off the unthinkable, bringing the mission to a successful conclusion.
10/11/2024
On top of these skills, he has nearly 30 years’ experience in key positions in private banking in Switzerland.
10/11/2024
Equities stand to benefit, as lower rates typically stimulate economic growth and consumer trends.
10/11/2024
Quilter is vying with Tatton for the title of the UK’s largest MPS provider – and the performance of its WealthSelect range shows why.
10/11/2024
Conversations around wealth planning and succession in family businesses can give UHNW clients a long-term perspective in an uncertain world, says HSBC Global Private Banking
10/11/2024
By outsourcing management company services to Apex Group, Nikko AM Group can concentrate on its core focus- delivering investment outperformance to its clients.
10/11/2024
The firms have closed the deal after announcing it in May
10/11/2024
Ultra-high net worth families feel comfortable with this tangible, ‘bricks and mortar’ asset, well suited to their multi-generational investment horizons.
10/10/2024
The Bank is consolidating relevant expertise and highly specialised departments into a dedicated UHNWI & FO division and will open two additional locations for holistic advisory services to this client group.
10/10/2024
The bank will continue to cover the UK market via its existing London office.