wealth-management
FinancePreserving a Digital Legacy
Top StoriesUBS Sees Shift in New Billionaires Away From Entrepreneurs to Inherited Wealth
FinanceMaximize Your Minutes, Optimize Your Life: Km Capital Management’s Joey Feste Shares 3 Game-Changing Strategies for a More Effective Workday
BankingBanco Carregosa Awarded the “Decade of Excellence Private Banking Portugal 2023” Award by the Prestigious “Global Banking and Finance Review” Magazine
UK’s Hargreaves Lansdown Bets on Increased Savings to Sustain Growth
Date: September 19, 2023
UK’s Hargreaves Lansdown bets on increased savings to sustain growth By Khushi Mandowara (Reuters) -Hargreaves Lansdown is betting on savers to fuel growth despite subdued investment and trading activity in the current financial year, the British investment platform said on Tuesday, after posting estimate-beating annual profit. Wealth management platforms have been grappling with a slowdown...
5 Ways Wealth Managers Can Use Big Data to Improve the Client Experience
Date: August 31, 2023
5 ways wealth managers can use big data to improve the client experience By Ashley Whittaker, President, Global Sales at FundCount The data wealth managers rely on for day-to-day client decisions, from market and pricing information to portfolio performance and flows, already requires robust infrastructure and compliance measures and can easily strain resources. So, welcoming...
Mediobanca to Launch New $223 Million Buyback After Record Year
Date: July 27, 2023
Mediobanca to launch new $223 million buyback after record year MILAN (Reuters) – Italy’s Mediobanca said on Thursday it would buy back its own shares for around 200 million euros ($223 million) in its new fiscal year after closing the previous one with record revenues and profits. The bank posted a 13% yearly rise in...
UBS Goes on Hiring Spree for Wealth Managers Catering to Rich Americans
Date: July 3, 2023
UBS goes on hiring spree for wealth managers catering to rich Americans By Tatiana Bautzer NEW YORK (Reuters) -UBS has gone on a U.S. recruiting drive for wealth managers catering to rich Americans even as it considers culling 30% of its combined global workforce after the takeover of Credit Suisse. UBS recruited 50 financial advisers,...
Austria’s Kathrein Privatbank: Continuing to Apply the Personal Approach in Its 99th Year
Date: June 29, 2023
Austria’s Kathrein Privatbank: Continuing to Apply the Personal Approach in its 99th Year Founded by Carl Kathrein in 1924, Kathrein Privatbank is one of the leading private banks in Austria, offering customised investment advice, asset management, financing and consulting to families, entrepreneurs and foundations. Wilhelm Celeda has been CEO of Kathrein Privatbank since 2019. Considered...
How Wealth Management Firms Can Become a More Powerful Force for Charitable Giving
Date: June 20, 2023
How wealth management firms can become a more powerful force for charitable giving By Joe Fisher As tax time fast approaches, it’s one of the best times to look at how financial institutions and their advisors can add additional philanthropic planning services to their offerings in order to bring even more value to their clients...