29 November 2023
29 November 2023
Donations made by women in Canada have nearly tripled since 2011
Moonfare has filled a newly formed executive committee position with a chief product and technology officer.
Cetera's growth strategy has been strengthened by the acquisition of Avantax, which broadens the company's tax and wealth management portfolio.
Wellington Management registers three new funds to strengthen its Singapore wealth offering.
There is $3.4trn of retail investor capital that could be utilised towards climate investments in 10 growth markets across Asia, Africa and the Middle East by 2030.
Merging industry-leading business intelligence & award-winning journalism, this is an unrivalled opportunity for engagement with B2B professionals across a network of 40+ leading media websites.
Switzerland’s affluent population (including HNW and mass affluent individuals) has shown steady growth in recent years, with this segment recording a combined AAGR of 2.3% between 2017 and 2022. The upcoming year may prove to be difficult for affluent Swiss individuals. The collapse of Credit Suisse, uncertainty due to the Russia/Ukraine conflict, and the tightening of monetary policy may blur the growth prospects of affluent individuals. Although due to Switzerland’s safe and resilient reputation, the liquid wealth of affluent individuals is set to grow at 4.9% in 2023.
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