wealth-management
InvestingFactors That Affect the Price of Gold
Top StoriesA ‘great Mimic’ and Secret Ascot Horse Rider: Anecdotes About Britain’s Queen Elizabeth
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Top StoriesUBS Holds $22 Billion for Russians Subject to Swiss and EU Scrutiny
Spain’s King Felipe Says His Wealth Is Worth 2.6 Million Euros in Transparency Effort
Date: April 26, 2022
MADRID (Reuters) – Spain’s King Felipe VI has disclosed that his wealth is worth about 2.6 million euros ($2.8 million) in a move to make the Royal House more transparent and end the opaqueness that prevailed during the reign of his father Juan Carlos. The king’s assets include just under 2.3 million euros in checking...
UBS Trades Way Through First Quarter to Land Best Profit in 15 Years
Date: April 26, 2022
By Brenna Hughes Neghaiwi ZURICH (Reuters) -UBS rode strong trading income to post its best first-quarter net profit in 15 years on Tuesday, while signalling its wealth management clients will continue to remain cautious in the coming months due to geopolitical and macro-economic uncertainties. The results show the world’s biggest wealth manager and Switzerland’s largest...
‘Great Wealth Transfer’ Set to Accelerate ESG Transition in the Wealth Management Sector
Date: April 19, 2022
By Stuart Parkinson, Group CEO, Lombard International Group While institutional investors continue to increase their commitment to ESG and the UN’s Sustainable Development Goals, it is the shift among (ultra) high-net-worth (UHNW/HNW) individuals and families that is emerging as one of the key drivers of this increased focus. Crucially, societal groups that are well attuned...
What Your Financial Behaviour Says About You – and How to Change It
Date: April 12, 2022
By Diana Chambers, Family Wealth Mentor and author of ‘Money Wisdom Unlocked We cannot fully appreciate any aspect of our lives, including our relationship with money, without appreciating the context into which we were born and in which we live. All of us carry ancestral, collective, and individual trauma, though we may not immediately identify...
A Conversation With Stuart Parkinson, Group CEO of Lombard International Group
Date: March 30, 2022
Lombard International Assurance is a leading independent global wealth solutions provider that has been partnering with the advisors of high net worth individuals and institutions for more than 30 years. Its aim is to provide customised insurance-based solutions to help individuals and institutions ensure that their assets are protected, portable and can be passed on....
Why Digital Transformations in Wealth Management Must Be Accelerated
Date: March 23, 2022
By David Everett, Strategic Accounts Lead, Liferay UKI To say that the wealth management industry is undergoing significant transformation would be an understatement. The entire sector is grappling with how to conduct business in a post-pandemic world while respecting the consumer and financial adviser experience. Today, wealth management firms must be able to give better,...