Godrej Industries eyes wealth management push with fresh subsidiary
The listed holding company, Godrej Industries Ltd, last week incorporated a new subsidiary, Godrej Investment Ltd, which will…
Karen Webster’s 2026 Trends: Longevity Changes Inheritance
Alvin Hellerstein is a 92‑year‑old judge presiding over a high‑stakes case involving Nicolás Maduro. While once we would…
Ex-Julius Baer Banker Joins Hong Kong EAM as COO
Ex-Julius Baer Banker Joins Hong Kong EAM as COO A former Julius Baer managing director has joined a…
The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan
If you have dreams of joining the billionaires’ club one day, the best place to start might not…
Women Will Soon Control More Money Than Ever. Is Wall Street Ready?
It’s a woman’s world. Or at least it will be once trillions of dollars change hands over the…
More clients, less profit, how managers are dealing with it
Competition has intensified in the wealth management space with the surge of affluent people in the country—India has…
Bajaj Finserv plans foray into pension, wealth management in ’26
Mumbai: Bajaj Finserv, which houses the group’s insurance entities, would enter the fast-expanding pensions and wealth management businesses…
Celebrating one year of FN Wealth Management
FN Wealth Management turns one this week. It’s hard to believe that it’s only been a year since…
UBS’ Iqbal Khan Rethinks How to Measure Success in WM
UBS’ Iqbal Khan Rethinks How to Measure Success in WM UBS’ Iqbal Khan talked about rethinking how to…
Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit
SYDNEY—Australian investment manager Perpetual said it is in talks with Bain Capital for a potential sale of its…
AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now
Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content…
RBC Wealth Management adds to Jersey team
RBC Wealth Management has grown its client-facing team in Jersey with the appointment of Megan O’Connor as a…