Latest edition: 04 October 2023
Latest edition: 04 October 2023
Wealthtech Vyzer has raised $6.3m in seed funding from leading VCs, angel investors, and family offices.
Sienna Investment Managers (Sienna IM) has elected Michael Dobson as non-executive chairman.
Beginning on 1 January 2024, Georg Schubiger, head of wealth management, and Christel Rendu de Lint, PhD, head of investments, will serve as co-CEOs of Vontobel.
Julius Baer (Middle East) has announced the opening of a local desk in Dubai, United Arab Emirates (UAE), for the business with independent financial advisers and external asset managers.
UOB has established a sustainability advisory panel made up of sustainability and industry experts to provide guidance to the bank's board and management on its sustainability strategy, targets, and projects.
An exclusive opportunity for the industry to connect and recognise the latest successes in the Swiss market. Join to explore the initiatives paving the future of private banking & wealth management.
India’s affluent segment expanded at a AAGR of 11.3% between 2016 and 2021. In 2022, the Indian economy faced new challenges due to rising inflation, interest rate hikes, the Russia–Ukraine war, and the uncertain global economic environment. Despite this, investor sentiment remained positive thanks to strong domestic consumption and growth in exports. Subsequently, the affluent segment registered estimated growth of 7.3% in 2022, while the HNW segment rose by 6.3%.
Give your business an edge with our leading industry insights.
