World Wealth Management

Latest News for: World wealth management

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Hong Kong to cut tax for family offices to attract elites to set up shop in the city

Hong Kong Standard 24 Mar 2023

“Developing family office business will be conducive to pool capital from around the world in Hong Kong, bolster our financial market as well as asset and wealth management industry.”  ... One of the measures highlighted at the Wealth for Good in Hong Kong ...

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Four UBS advisors in Florida named to the Forbes Top Women Wealth Advisors Best-In-State list

Victoria Advocate 23 Mar 2023

The 2023 Forbes/SHOOK Top Women Wealth Advisors Best-in-State list features 1,697 women who manage almost $2.3 trillion in assets ... About UBS Global Wealth Management. As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.

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Who is Ken Francis? Lamar Jackson contract saga takes bizarre turn as NFL warns teams about 'business partner'

Sportingnews 23 Mar 2023

LifeLine Financial Group describes itself as "wealth management for athletes, entertainers and world influencers" on its LinkedIn page. Strangely, LifeLine Financial Group's website leads only to a logo of the company superimposed over a photo of a man writing something with a child on either side of him.

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Bluerock Total Income+ Real Estate Fund Announces 41st Consecutive Quarterly Distribution at a 5.25% Annualized Rate

Longview News-Journal 23 Mar 2023

The Fund utilizes an exclusive partnership with Mercer Investment Management, Inc., the world's leading advisor to endowments, pension funds, sovereign wealth funds and family offices globally, with over 3,300 clients worldwide, and over $16.8 trillion in assets under advisement.

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CI Financial Reports Total Assets of $389.4 Billion for February 2023

The Galveston Daily News 22 Mar 2023

wealth management assets of $186.4 billion ... Canada wealth management ... wealth management (2) ... Founded in 1965, CI has developed world-class portfolio management talent, extensive capabilities in all aspects of wealth planning, and a comprehensive product suite ... Wealth Management, ...

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Mukesh Ambani still wealthier than Adani; ranks 9th on world’s richest list

The Siasat Daily 22 Mar 2023

Despite the erosion of 20 per cent or $21 billion in wealth, Reliance Industries Chairman and Managing Director Mukesh Ambani continue to be in the top 10 wealthiest individuals in the world with a wealth of $82 billion, states the 2023 M3M Hurun Global Rich List.

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Northwestern Mutual's Park Avenue Capital Acquires Barron's Top 1,200 firm, Wunder Financial

Longview News-Journal 22 Mar 2023

"I'm thrilled with the opportunity to merge the best of both worlds as we deepen our relationships with clients and continue evolving a world-class wealth management offering."� ... Asset are under management of Northwestern Mutual Wealth Management Company.

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Mukesh Ambani 9th wealthiest in the world, Adani at 23rd rank

TeluguStop 22 Mar 2023

Despite an erosion of 20 per cent or $21 billion in wealth, Reliance ...

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Analysis: Credit Suisse collapse threatens Switzerland's wealth management crown

Reuters 22 Mar 2023

ZURICH, March 22 (Reuters) - The fall of Credit Suisse (CSGN.S) has dealt a serious blow to Switzerland's credentials as the world's leading wealth management centre, experts warn, calling into question its reputation for stability, regulation and corporate governance.

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Broadridge and Apex Silver Team Up to Launch New Integrated Cost Basis and Tax Reporting Offering

Victoria Advocate 21 Mar 2023

The team applies decades of securities industry and software development experience, along with a passion for solving real-world problems, to deliver cost-effective brokerage operations and wealth management solutions for clients ... asset and wealth managers and public companies.

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Deal for UBS to buy Credit Suisse sends shares tumbling

The News-Enterprise 21 Mar 2023

... under management. It has significant trading desks around the world, caters to the rich through its wealth management business, and is a major mergers and acquisitions advisor ... He said the combined group would create a wealth manager with over $5 trillion in total invested assets.

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Switzerland risks becoming ‘financial banana republic’ – industry expert

Russia Today 21 Mar 2023

A countrywide reputation with prudent financial management, ... The landmark merger, which may well turn UBS into the world’s largest wealth manager, with more than $5 trillion in total invested assets, has nevertheless sparked concerns about the health of the acquired assets.

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Fed begins crucial rate talks amid ongoing bank concerns

The Times of India 21 Mar 2023

Federal Reserve members kicked off two days of crucial interest rate talks on Tuesday, as the US central bank looks to chart a path between stubbornly high inflation and turbulent financial markets ... The merger leaves UBS as one of the world's largest wealth management businesses ... .

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Bank doubts persist after Swiss deal

Arkansas Democrat-Gazette 21 Mar 2023

Credit Suisse has faced an array of troubles in recent years, including bad bets on hedge funds, repeated shake-ups of its top management and a spying scandal involving UBS ... It has significant trading desks around the world, caters to the rich through its wealth management business, and is a major mergers and acquisitions adviser.

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Credit Suisse-UBS deal offers hope, but bank doubts persist

The Maryville Daily Times 21 Mar 2023

Credit Suisse has faced an array of troubles in recent years, including bad bets on hedge funds, repeated shakeups of its top management and a spying scandal involving UBS ... It has significant trading desks around the world, caters to the rich through its wealth management business, and is a major mergers and acquisitions adviser.