Wealth Management

Image for Sanford Schmidt is the Mastermind Behind Schmidt Financial Group's Success and Wealth Management Expertise
Interviews

Sanford Schmidt is the Mastermind Behind Schmidt Financial Group's Success and Wealth Management Expertise

Sanford Schmidt is the Founder and Chairman of Schmidt Financial Group , a boutique financial plan...

22nd May, 2025

Image for Mediobanca CEO to pitch Banca Generali bid to Italian investors on June 4
Finance

Mediobanca CEO to pitch Banca Generali bid to Italian investors on June 4

MILAN (Reuters) -CEO Alberto Nagel plans to present Mediobanca's bid for the private bank Banca Gene...

20th May, 2025

Image for It’s Time to Support HENRYs: A New Wealth-Building Agenda for the Next Generation
Investing

It’s Time to Support HENRYs: A New Wealth-Building Agenda for the Next Generation

By Ziad Mabsout, Co-Founder and CEO, Vennre

15th May, 2025

Image for How private banks can survive the neo-broker revolution
Banking

How private banks can survive the neo-broker revolution

By Joaquim De la Cruz, co-founder and CEO of  Flanks

30th April, 2025

Image for After $20M in Transactions, Vennre Hires CPO Veteran to Build the Future of Digital Wealth Creation
Business

After $20M in Transactions, Vennre Hires CPO Veteran to Build the Future of Digital Wealth Creation

Vennre has today announced the appointment of Ahmed El-Sharkasy as Chief Product Officer (CPO). This...

23rd April, 2025

Image for UK's Quilter beats profit forecasts but outlines nearly $100 million review cost
Finance

UK's Quilter beats profit forecasts but outlines nearly $100 million review cost

(Reuters) - British wealth manager Quilter on Wednesday beat estimates with a 17% higher profit for...

5th March, 2025

Image for Schroders CEO plans reboot under pressure from founding family, sources say
Finance

Schroders CEO plans reboot under pressure from founding family, sources say

By Amy-Jo Crowley, Iain Withers and Stefania Spezzati LONDON (Reuters) - When Schroders CEO Richard...

28th February, 2025

Image for Exclusive-HSBC cutting staff numbers by 900 at China Pinnacle unit, sources say
Finance

Exclusive-HSBC cutting staff numbers by 900 at China Pinnacle unit, sources say

By Selena Li HONG KONG (Reuters) - HSBC is reducing staff numbers at its China digital wealth busine...

27th February, 2025

Image for UK's Rathbones annual profit beat estimates on higher inflows, customer numbers
Finance

UK's Rathbones annual profit beat estimates on higher inflows, customer numbers

(Reuters) -British wealth manager Rathbones reported a 79% surge in its full-year pre-tax profit on...

26th February, 2025

Image for AI to transform wealth management, Microsoft executive says
Headlines

AI to transform wealth management, Microsoft executive says

By Oliver Hirt ZURICH (Reuters) - Artificial intelligence will bring major upheaval to wealth manage...

14th February, 2025

Image for StanChart picks former South African bank boss Ramos as new chair
Finance

StanChart picks former South African bank boss Ramos as new chair

LONDON (Reuters) -Standard Chartered appointed Maria Ramos as chair to succeed Jose Vinals, who is a...

4th February, 2025

Image for St James's Place beats 2024 fund expectations with $5.4 billion net inflows
Finance

St James's Place beats 2024 fund expectations with $5.4 billion net inflows

(Reuters) - British wealth manager St James's Place on Thursday reported better-than-expected manage...

30th January, 2025