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Showing 31 - 40 of 186 results for "Global Wealth"

KKR rolls out alternatives education solution

JAMIE WILLIAMSON | THURSDAY, 18 JAN 2024

... a competitive differentiator. However, PwC and McKinsey found just 1.4% of the estimated US$192 trillion in the global wealth sector was allocated to alternatives in 2022. "The knowledge gap around the alternatives landscape has long served as a barrier ...

Billionaires of all ages watching AI: Research

CHLOE WALKER | FRIDAY, 1 DEC 2023

... billionaires that accumulated wealth in the last year, did so through inheritance as opposed to entrepreneurship," UBS Global Wealth Management head of strategic clients Benjamin Cavalli said. "Engineering a smooth succession will require founders and ...

Quality is worth paying for in 2024: UBS

CHLOE WALKER | THURSDAY, 23 NOV 2023

To navigate the year ahead, UBS Global Wealth Management's chief investment office (CIO) team believes investors should look to quality stocks and bonds for positive returns. Outlined in its recent Year Ahead 2024 report, the UBS CIO team said as interest ...

Australia a central focus for alternatives: Apollo

CASSANDRA BALDINI | FRIDAY, 10 NOV 2023

... few years. So, there's a little bit of a jumpstart," he said. "While I am here and having conversations with global wealth advisers this week, there's a good understanding of what the power of alternatives could do. But also, an understanding ...

Mass-affluent population key to insurer sustainability: Report

JAMIE WILLIAMSON | FRIDAY, 20 OCT 2023

... Capgemini said. The report suggests insurers prioritise affluent and mass-affluent consumers who hold about 39% of global wealth and account for about 20% of the ageing population. Someone categorised as "affluent" has between US$250,000 and US$1 million ...

Global wealth to rise 38% by 2027: Report

CHLOE WALKER | THURSDAY, 17 AUG 2023

Despite a decline in aggregate global wealth last year, UBS and Credit Suisse predict an upward trend over the next five years, reaching close to $979 trillion by 2027. The 14th edition of Credit Suisse's Global Wealth Report, now jointly launched with ...

UBS outlines new operating model, leadership

CASSANDRA BALDINI | WEDNESDAY, 10 MAY 2023

... UBS in 2004 and was most recently chief financial officer and head of business performance and risk management for global wealth management. He has held various leadership roles across finance in the US and Switzerland and will also be appointed to the ...

JPMorgan acquires First Republic Bank

CASSANDRA BALDINI | TUESDAY, 2 MAY 2023

... final bids, made by JPMorgan, PNC Financial Services Group and Citizens Financial Group, to rescue the bank, the global wealth giant was advised it won the auction. The FDIC's brief takeover of First Republic allowed the bank to enter into a loss-share ...

UBS swaps out chiefs amid Credit Suisse acquisition

CASSANDRA BALDINI | THURSDAY, 30 MAR 2023

... the Global Financial Crisis. UBS said he built financial strength and improved resilience by putting its leading global wealth and asset management business, and Swiss universal bank, at its core. Ermotti further transformed the investment bank by cutting ...

Gender lens approach wins: Steed

CHLOE WALKER | FRIDAY, 10 MAR 2023

... Steed said she is particularly excited about the gender wealth transfer. She said: "Right now, around a third of global wealth is controlled by women, and expectations are that within 30 years the majority of global wealth will be controlled by women." ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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