wealth-management
UBS Taps Allianz Gi Asia Head Desmond Ng to Lead Asia-Pacific Asset Management Unit
Mediobanca's Nagel Bets on Final Makeover Act to Fend Off Italian Rival
Julius Baer to Cut Another $159 Million of Costs by 2028
Standard Chartered Appoints ex-HSBC Banker to Head Data, Analytics and AI for Wealth
Swiss Private Bank Julius Baer Names New South East Asia Market Heads
Date: May 30, 2025
(Reuters) -Switzerland-based private bank Julius Baer said on Friday it has appointed Shui Wei Ho and Vi Sun Yang as market heads for South East Asia, effective July 1. Shui Wei and Yang will replace...
Sanford Schmidt Is the Mastermind Behind Schmidt Financial Group's Success and Wealth Management Expertise
Date: May 22, 2025
Sanford Schmidt...
Mediobanca CEO to Pitch Banca Generali Bid to Italian Investors on June 4
Date: May 20, 2025
MILAN (Reuters) -CEO Alberto Nagel plans to present Mediobanca's bid for the private bank Banca Generali to a group of Italian investors on June 4, a source with knowledge of the matter said on...
It’s Time to Support HENRYs: A New Wealth-Building Agenda for the Next Generation
Date: May 15, 2025
By ...
How Private Banks Can Survive the Neo-Broker Revolution
Date: April 30, 2025
By Joaquim De la Cruz, co-founder and CEO of ...
After $20M in Transactions, Vennre Hires Cpo Veteran to Build the Future of Digital Wealth Creation
Date: April 23, 2025
Vennre has today announced the appointment of Ahmed El-Sharkasy as Chief Product Officer (CPO). This strategic hire comes on the back of a breakout year for the company, underscoring its mission to redefine wealth creation across the EMEA region. Vennre simplifies wealth creation, enabling HENRYs (High Earners, Not Rich Yet) to access, manage, and monitor exclusive private market investments with greater control and confidence to build long-term private wealth....