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Articles Tagged with "Wealth Management"

Global PE firms line up to acquire PAG’s stake in Nuvama Wealth - The Hindu BusinessLine

thehindubusinessline.com Finance India

Several private equity firms are vying to acquire PAG's majority stake in Nuvama Wealth Management, a rapidly growing Indian wealth management firm.

Conheça o investidor que cuida da vida e do bolso de atletas renomados - Estadão

estadao.com.br Finance Brazil

Henning Sandtfoss, founder of Redoma Capital, helps high-performance individuals, including athletes and influencers, manage their finances and lifestyle.

Der Schweizer Bankenplatz steckt in der Sinnkrise

nzz.ch Finance Switzerland

The Swiss banking sector faces a crisis of confidence, stemming from structural issues and a loss of reputation following the Credit Suisse collapse.

Why this Gen Z advisor doesn’t see AI as a threat - The Globe and Mail

theglobeandmail.com Finance Canada

A Gen Z financial advisor in Regina shares his career journey, insights on financial planning, and perspective on the impact of AI on the industry.

When it comes to tech adoption in wealth management, many hands make light work - The Globe and Mail

theglobeandmail.com Finance World

Wealth management firms are leveraging technology and partnerships to stay competitive, improve client service, and navigate industry changes like the recent T+1 trading shift.

Advisors look to tech, team structure for productivity gains amid increased workload - The Globe and Mail

theglobeandmail.com Finance Canada

Financial advisors in Canada face increasing workloads due to an aging workforce and a slower influx of new advisors, prompting exploration of technology and team restructuring for improved productivity.

Ultra rich betting on unreal estate to preserve wealth - The Economic Times

economictimes.indiatimes.com Finance India

India's ultra-wealthy are increasingly investing in luxury real estate as a long-term wealth preservation strategy, viewing prime properties as resilient assets with significant capital appreciation potential.

How a Family Investment Company can help you dodge inheritance tax

telegraph.co.uk Finance UK

Family Investment Companies (FICs) offer a potentially advantageous method for mitigating inheritance tax compared to trusts, providing greater control and flexibility for wealth transfer.

Beat inheritance tax like Laurence Llewelyn-Bowen: Sneaky tricks that let you give your home to your children | Daily Mail Online

dailymail.co.uk Finance UK

Laurence Llewelyn-Bowen's strategy of gifting portions of his home to his daughters and sons-in-law to minimize inheritance tax is analyzed, exploring various legal approaches and potential pitfalls.

The two-minute investment rule that can transform your finances

livemint.com Finance World

This article advocates a simple 'two-minute rule' for handling small investment tasks promptly, preventing larger financial issues down the line.

Oro, banca y defensa, la tríada de los ricos españoles para intentar batir a la Bolsa | Mercados Financieros | Cinco Días

cincodias.elpais.com Finance Spain

Spanish high-net-worth individuals' investment strategies in gold, banking, and defense sectors yielded mixed results compared to the Ibex 35's strong performance in the first half of 2025.