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Wealth & Asset Management

12/20/2023

Island’s partnership with United Arab Emirates praised

The memorandum of understanding signified “a shared ambition between the EFOA and the Government of Bermuda to strengthen cross-border ties between family offices registered in both jurisdictions”.

12/19/2023

Farro Ventures to set up wealth management, international mobility offices in Dubai

The Farro Capital and Farro & Co offices will be under the DIFC and IFZA jurisdictions

12/18/2023

Sohar International awarded ‘Best in Class Wealth Management and Advisory Services'

At the renowned Signature Luxury 100 Awards

12/08/2023

FAB Private Banking launches fund to support UN Sustainable Development Goals

FAB SDG Fund targets investments that address social and environmental challenges

12/06/2023

Egyptian billionaire Nassef Sawiris to move family office to Abu Dhabi

Mr Sawiris intends to redomicile his NNS Group in the ADGM

12/01/2023

UBS Billionaire Ambitions Report 2023: The great wealth transfer

For the first time in nine editions of the report, billionaires have accumulated more wealth through inheritance than entrepreneurship, indicating that the great wealth transfer is gaining momentum

11/27/2023

Expat investors to drive growth of SJP's Dubai wealth business, says COO

UK wealth manager St James’s Place opened its third international office and first in Dubai to cater to the growing expat population in the UAE.

11/23/2023

Julius Baer 2023 family barometer

‘Rising Generation’ are willing to take bigger risks and sets clear expectations towards their wealth advisors

11/23/2023

Expats in the UAE: understanding the new tax residence rules

It was suggested that they had not truly moved their life and were not spending enough time there.

11/23/2023

Next generation of ultra-rich families willing to take bigger risks

Region's wealthy families start involving young in money matters between ages of 26 and 35, says Julius Baer

11/22/2023

Lunate and BNY Mellon to Invest in New Wealth Technology Company

Based in the Abu Dhabi Global Market (ADGM), Alpheya will be funded with a capital commitment of $300 million and is expected to start serving clients in 2024.

11/21/2023

Mirabaud: Ultra service for HNW clients (US$1M - US$5M)

Private Bank Servicing Clients with Investable Assets between US$1M-US$5M Founded in Geneva, Switzerland in 1819, Mirabaud is an independent, family-owned and family-led international banking Group.

11/21/2023

Middle Eastern investors embrace self-directed wealth management

Despite the apparent lack of loyalty, a majority of investors in the Middle East still show a preference for local over international firms.

11/20/2023

ADIB recognized as the Best Islamic Private Bank globally

Latest accolade is part of Private Banking Awards 2023 by Professional Wealth Management Magazine, a Financial Times publication

11/20/2023

QNB named ‘Best Wealth Manager Servicing in Qatar’ 2023 by WealthBriefing

The prestigious award is a testament to the bank’s standing as the leading wealth management institution in Qatar

11/20/2023

Lombard Odier wins award for top international bank in the Middle East

The former recognises the outstanding performance from a private bank servicing the MENA region with a headquarters outside the region.

11/15/2023

Saudi central bank Oct preliminary data shows net foreign assets down by $13.77bln

The net foreign assets decreased to $406.35bln in October

11/08/2023

Neovision launches digital wealth management offering for Gulf investors

Platform brings its expertise and access to an investment universe of over 35,000 securities and investment products together

11/07/2023

The Family Office and CFA Societies co-host events on the future of wealth management and asset allocation strategies

Recently hosted two insightful events discussing the future of wealth management and asset allocation strategies

11/06/2023

Henley & Partners and Insignia Join Forces For Global Citizens

Henley Global Citizens is a bespoke «by invitation only» service designed to meet the specific needs of wealthy transnational families, entrepreneurs and investors who do business, invest, and live internationally

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