Wealth Management

SAN DIEGO, Feb. 27, 2024 /PRNewswire/ — Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, today announced a partnership with Wealth Access, the leading customer data insights platform...

Feb 27 (Reuters) – Goldman Sachs (GS.N), CEO David Solomon said on Tuesday the firm will raise its ninth private equity fund this year. “We’ll launch...

Morgan Stanley sees huge piles of wealth sitting in money markets and high-yield savings accounts and wants to have a big part in managing it when falling...

Makati-based Security Bank has entered a new partnership with Avaloq, a leading provider of wealth management technology and software. The bank aims to digitalize its wealth management business with...

HSBC’s wealth and personal banking unit attracted tens of billions of dollars in invested assets, with more than half originating from Asia. In 2023, HSBC’s...

JP Morgan Private Bank is growing its private banking team in Scotland – and says it is “here to grow”. The bank said it was...

GPB: How have Asia’s wealth landscape and the needs of high and ultra-high-net-worth individuals changed and evolved over the past few years? Pamela Phua, Asia...

SAN FRANCISCO, Feb. 13, 2024 /PRNewswire/ — Edgevana, the leader in powering the world’s fastest-growing companies and shaping the future of the digital economy, is proud to announce Michael...

CHICAGO, Feb. 12, 2024 /PRNewswire/ — Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN) today announced the addition of third-party Separately Managed Accounts (SMAs) to its Morningstar...

ATLANTA–(BUSINESS WIRE)—Charityvest, a provider of modern charitable giving accounts, today announced a partnership with OneAscent, a leading family of companies committed to delivering financial solutions to...

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      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      COVID-19
      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

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