wealth-management
BankingHSBC Looks to Double UK Wealth Business as Banks Target ‘mass Affluent’
FinanceRising Star in Private Wealth: The Journey of Marc Zaro
TechnologyElevating Wealth Management Through Strategic Technology Integration and Cloud Migration
InvestingTransforming Wealth Management: Reshaping Advisor-Client Relationship Through AI
Tax the Super-Rich, Ex-Leaders Tell G20
Date: July 11, 2024
By Marcela Ayres BRASILIA (Reuters) – Former presidents and prime ministers have sent an open letter to current leaders of the world’s 20 largest economies urging support for a global tax on billionaires, which they called a rare political opportunity. The move comes as Brazil’s G20 presidency, which put the proposal on the table in...
Britain Likely to Lose Nearly One in Six Millionaires by 2028, Report Says
Date: July 10, 2024
By Dave Graham ZURICH (Reuters) – Britain is likely to lose nearly one in six of its U.S. dollar millionaires by 2028, but their number is set to grow in other countries including the United States and surge in Taiwan, according to a report published on Wednesday. The UBS Global Wealth Report for 2024 forecast...
UBS’s New Wealth Management Co-Leaders Announce Reshuffle
Date: June 27, 2024
UBS’s new wealth management co-leaders announce reshuffle By Noele Illien and Oliver Hirt ZURICH (Reuters) – UBS is making changes to its wealth management arm, the division’s new co-leaders Rob Karofsky and Iqbal Khan said in their first internal memo sent on Thursday and seen by Reuters. Last month UBS said it would split its...
Randy Larson – Empowering Financial Success Through Servant Leadership and Unwavering Faith
Date: May 10, 2024
Randy Larson – Empowering Financial Success Through Servant Leadership and Unwavering Faith For Randy Larson, co-founder of 25 Financial and The Larson Law Firm, LLC, life is not just about achieving financial success – it’s about living with purpose, serving others, and leaving a lasting impact on the world. Guided by a deep-rooted faith and...
7 Tips to Start Your Retirement Planning
Date: April 25, 2024
7 Tips to Start Your Retirement Planning Planning for retirement is an exciting time, but you must make sure you’re ready and you have all your affairs in order before walking into the golden sunshine. Your retirement period is where you get to reap the rewards of all your hard work over the past decades,...
HSBC Targets Wealthy Expats, Bullish Asian Firms to Drive Europe Unit, Exec Says
Date: April 8, 2024
HSBC targets wealthy expats, bullish Asian firms to drive Europe unit, exec says By Sinead Cruise and Lawrence White LONDON (Reuters) – HSBC’s European chief is betting on rising regional wealth and overseas expansion by Asian corporate clients to boost his unit’s contribution to group profit after a multi-year reboot turned the business from laggard...