wealth-management
BusinessItaly’s Intesa Improves 2025 Profit Guidance After Good Quarter
BusinessStanChart to Double Down on Wealth Business, Trim Retail as It Lifts Outlook
FinanceTransformative Impact of Consolidation in Financial Advisory and Wealth Management
BusinessMorgan Stanley Profit Exceeds Forecasts on Dealmaking Surge; Shares Jump to Record
Wealth Management in a Post-Pandemic World: Strategies for High-Net-Worth Individuals
Date: October 15, 2024
The global landscape for wealth management has shifted dramatically since the COVID-19 pandemic. High-net-worth individuals (HNWIs) now face an environment shaped by market volatility, political uncertainties, and evolving economic conditions. In response, wealth management strategies have adapted, focusing more on sustainable investments, digital assets, and tax-efficient planning. These trends reflect a growing need for long-term...
How Nicolas Sarkis Managed to Build AlphaOne Partners Into a Highly Successful Asset Management Business
Date: September 19, 2024
Nicolas Sarkis, the founder of AlphaOne Partners, is one example of a self-made entrepreneur on the intricate path of life in the investment field. His journey, from a graduate of leading French business school ESSEC, to the youngest associate to ever be hired by the renowned Goldman Sachs at the age of 21, reflects not...
How Does Jewellery Investment Impact Financial Portfolios?
Date: September 19, 2024
While jewellery pieces are often overlooked as an investment opportunity, their potential within financial portfolios shouldn’t be underestimated. These tangible assets offer unique advantages – such as potentially hedging against inflation and providing stability during market downturns. In our current uncertain economic climate, incorporating high-value jewellery into your financial portfolio could be a strategic move…...
Swiss Banks Fret Over Sanctions Risk to Wealth Business
Date: September 12, 2024
By Oliver Hirt ZURICH (Reuters) -A survey of Swiss banks has highlighted international sanctions imposed on other countries, such as against Russia over Ukraine, as the greatest geopolitical risk to their business. The report by the Swiss Bankers Association (SBA) and consultants zeb said on Thursday that Swiss policymakers should develop an approach to sanctions...
Digital Experience Strategy: Capitalizing on the $84 Trillion Wealth Transfer
Date: September 11, 2024
By Joe Scheffler, Director of Client Engagement, Think Company It’s being called the greatest transfer of generational wealth in the history of the world. According to the NY Times, over the next decade, Baby Boomers will pass along $16 trillion to their Gen X, Millennials, and Gen Z heirs, a jaw-dropping $84 trillion total by...
Basisbank Named Best Private Bank Georgia 2024 at the Global Banking & Finance Awards®
Date: September 4, 2024
Global Banking & Finance Review® is proud to announce Basisbank as the recipient of the prestigious Best Private Bank Georgia 2024 award at the annual Global Banking & Finance Awards®. This award underscores Basisbank’s excellence in delivering premium banking services, cementing its position as a leader in Georgia’s financial sector. Basisbank’s private banking services, known...