Tax efficiency quietly builds wealth: The Continental Group’s Kapil Sharma
Wealth management is a dynamic process that evolves alongside life stages...
Tag : Wealth Management
Boost for Saudi’s wealth management sector as Goldman Sachs sets up division in Kingdom
Goldman Sachs Private Wealth Management division is primarily focused on creating customised personalised management strategies for ultra-high net worth individuals...
IF Insights: How AI is transforming the future of wealth management
While technological advancements are opening new doors, regulatory requirements are burdening wealth management teams as well...
Business Leader of the Week: Under CEO Paul Thwaite, NatWest eyes full privatisation by 2025
Paul Thwaite said that it is reasonable to expect that absent some big dislocation or economic event we’ll be back in private ownership next year, maybe as early as the first half of the year...
Broadridge acquires Kyndryl’s wealth management platform, shifts focus to AI trading solutions
With the acquisition of Kyndryl's wealth management platform, Broadridge, which is part of the S&P 500 Index, continues to solidify its position in the industry...
Business Leader of the Week: Meet Tan Su Shan, DBS Group’s incoming CEO
Tan Su Shan began her career at ING Baring Securities in institutional equity and derivative sales...
Dubai’s Emirates NBD beats 2024 Q2 profit estimates, rebrands private banking unit
At the end of the 2024 second quarter, Emirates NBD's total assets increased to 931 billion dirhams, up 15% from 2023, while lending increased by 6% during the first half of the year...
Start-up of the Week: Meet Illio, the comprehensive investment intelligence platform
Illio was born to give investors premier analytics to help them manage wealth to the best of their ability...
UBS marks first profit since Credit Suisse takeover, to go ahead with proposed job cuts
In August 2023, UBS said it would axe 3,000 jobs in Switzerland alone after swallowing up its stricken rival Credit Suisse, a move expected to help the bank make significant cost savings...