Should you trust AI to manage your money? The finance industry is betting you will
“Talk to Chuck,” goes the famous ad slogan for Charles Schwab. These days, though, investors are just as…
Perpetual sells wealth division for $550m
Perpetual has confirmed it has entered into a binding agreement with private equity firm Bain Capital to sell…
Europe’s millionaires are taking kids to bespoke events to prepare them for wealth transfer
The $90 trillion Great Wealth Transfer is set to rebalance the generational income gap as the Silent Generation…
UBS Bets on the Rise of Asia’s Female Wealth Segment
UBS Bets on the Rise of Asia’s Female Wealth Segment UBS Global Wealth Management’s Asia co-heads Amy Lo…
Great Wealth Transfer is already happening as millennials hitting ‘Peak 35’ are richer than ever
Thirty, flirty, and thriving. Forget the dirty thirties: millennials are now entering their era of earning, and they’re…
Karen Webster’s 2026 Trends: Longevity Changes Inheritance
Alvin Hellerstein is a 92‑year‑old judge presiding over a high‑stakes case involving Nicolás Maduro. While once we would…
Godrej Industries eyes wealth management push with fresh subsidiary
The listed holding company, Godrej Industries Ltd, last week incorporated a new subsidiary, Godrej Investment Ltd, which will…
Ex-Julius Baer Banker Joins Hong Kong EAM as COO
Ex-Julius Baer Banker Joins Hong Kong EAM as COO A former Julius Baer managing director has joined a…
The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan
If you have dreams of joining the billionaires’ club one day, the best place to start might not…
Women Will Soon Control More Money Than Ever. Is Wall Street Ready?
It’s a woman’s world. Or at least it will be once trillions of dollars change hands over the…
More clients, less profit, how managers are dealing with it
Competition has intensified in the wealth management space with the surge of affluent people in the country—India has…
RBC posts record Q4 profit but CEO raises concerns about uneven economic recovery
TORONTO — Royal Bank of Canada handily beat analyst expectations as it reported record fourth-quarter results that showed…