Sheheryar Rasul, CEO and country head – Switzerland Group Wealth Management, Habib Bank AG Zurich, shares the bank’s long-term vision, with a focus on trust and innovation
Family businesses now face a vastly different marketplace than their founders, and questions around legacy often arise
The DIFC has been luring global banks, asset and wealth managers, and hedge funds, and it is now seeing rising interest from South African entities
Tim Denton TEP, the head of Wealth Structuring Private Bank, says understanding the significance of succession planning is key to safeguarding family assets
The index will provide a deeper understanding of the role and impact of family businesses on the economy and society
We explore how private markets can boost your retirement portfolio
This solution leverages advanced neuro-symbolic AI to offer family offices and wealth managers a new level of control and understanding of their data
Yves Bruggisser, equity partner and Head of Zone Middle East Pictet Wealth Management tells us that the UAE is at the heart of a networking hub that attracts innovation and ambition
It aims to deliver consistent returns through strategies and risk management, regardless of market conditions
Dubai is home to more than 55,000 high net-worth individuals and over $3tn of private wealth is within an hour’s flight of the city
The lender has also expanded the responsibility of existing senior management team members
The new branch will offer clients a Swiss platform, with a focus on wealth preservation and legacy planning
Global trends of investing with purpose have been reflected regionally as well
Wealth management has gone through layers of disruption to morph into its current advisory form
The pandemic has further emphasised the need for diversification among investors, reveal AIX Investment Group’s board advisor Fadi Dabbagh and senior financial advisor Khalid El-Mikhi
We have not yet reached gender parity – women today are still under-leveraged and undervalued in the workforce, says Invesco’s Zainab Kufaishi
Family businesses contribute to more than 90% of the economic activity in the country
Bank plans to quadruple wealth clients in five years
Sustainable investing acts as a conversation enabler between generations
The advent of disruptive technologies may prompt futurists to predict the end of the traditional wealth management model
Similar to wealth, wealth management has gone through layers of evolution to become a specialised investment advisory service
Swiss wealth manager Bank Julius Baer’s head of Equity Research, Patrik Lang, provides an overview of the current investment landscape
The adoption rate for digital wealth management solutions has increased dramatically during the pandemic
Fixed income and gold have emerged as attractive asset classes for regional sovereigns, finds the Invesco Global Sovereign Asset Management study
Investing requires a long-term approach to yield better results, opines entrepreneur and investor Shailesh Dash in his new series
Wealth managers need to adopt sophisticated tools such as robo-advisors to stay relevant and offer the best service to their clients, says IT firm Comarch