Switzerland-based financial services provider Swiss Life has acquired compatriot ZWEI Wealth, a wealth management advisory firm. The deal is effective immediately, with its financial details ...

Financial institutions and wealth-management firms vie for the business ... Additionally, the money an HNWI holds in accounts with a financial institution increases that institution’s assets ...

The same goes if you are growing older and want to ensure that substantial wealth is transferred appropriately. If you’re not a HNWI and are more interested in obtaining investment management ...

An HNWI is loosely defined as someone with liquid ... In most cases, I suggest an even longer time horizon. I also see risk management as an important part of diversification and long-term investing.

Last year wealth management in the retail sector posted its sixth consecutive ... booming equity markets and, crucially, a rise in HNWI ahead of GDP. It would appear, however, that as a result of ...

Wealth management services cater to affluent individuals for comprehensive financial needs. Minimum assets for such firms typically start around $500,000 with services scaled by net worth.

The report also concludes that measuring ESG outcomes is crucial for wealth management firm growth ... s value system aligns with that of a HNWI could be make or break, which is why it is ...

According to the World Wealth Report 2014, jointly authored by Capgemini and RBC Wealth Management, the population of HNWI was up 17 percent to 4.32 million in 2013 (see Fig. 1), and their combined ...

Mosaic Group offers integrated Tax Advisory, Company Incorporation, Relocation and Wealth Solutions focused on long-term ...

According to Gofran Chowdhury, head of banking and wealth management distribution at Citi, this is clear from the trend towards more defensive assets seen at the start of the year, when Covid-19 ...