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privatebankerinternational
7 小时
ESG will remain a key long-term wealth manager priority despite Trump re-election
The importance of ESG investing compared to achieving the highest possible returns has been declining since 2021 across both ...
privatebankerinternational
8 小时
AI turn drives key investments in financial services technology
Financial services firms are increasingly relying on artificial intelligence (AI) to drive growth and transform customer ...
privatebankerinternational
19 小时
Steward Partners launches G2G Wealth Management
Steward Partners launched G2G Wealth Management, a hybrid team managing about $377m in client assets. Credit: Nuttapong punna ...
privatebankerinternational
1 天
Matrixdock collaborates with Brink’s for global RWA Custody
Brink's, a world expert in asset protection and safe logistics, has partnered with Matrixdock, a platform for tokenised ...
privatebankerinternational
1 天
Waverly Advisors acquires Ohio RIA Buckingham Advisors
Waverly Advisors has bolstered its Ohio footprint with the purchase of investment advisory business Buckingham Advisors.
privatebankerinternational
1 天
Goldman Sachs Family Office starts expanded platform for family offices
The Goldman Sachs Group has developed a family office platform that provides simplicity, choice, and flexibility to its ...
privatebankerinternational
1 天
DWS Group appoints new global CIO
The promotion comes as the company consolidates its Portfolio Management, Chief Investment Office, and Economic Research ...
privatebankerinternational
1 天
Demand for advisers grows as 1 in 10 deaths will result in inheritance tax charge
The proportion of UK deaths subject to inheritance tax (IHT) is expected to nearly double by the end of the decade, according ...
privatebankerinternational
2 天
Schroders trims executive team in new CEO’s push for revamp
Schroders has introduced a new Group Executive Committee (ExCo), spearheaded by the newly appointed Group CEO Richard ...
privatebankerinternational
2 天
European HNWIs are optimistic about the future but yet to make plans
According to The Rise of Generational Wealth: 2024 Quintet/BlackRock European Wealth Insights, a poll of high-net-worth ...
privatebankerinternational
2 天
Intesa Sanpaolo and BlackRock to advance digital wealth management
In partnership with asset manager BlackRock, Fideuram Intesa Sanpaolo Private Banking (FISPB), the private bank of the Intesa ...
privatebankerinternational
2 天
LGT to acquire CBA personal advisory unit
LGT will buy Commonwealth Bank of Australia’s (CBA) personal advisory unit. Source: Shutterstock The largest bank in ...
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