Wealth Management

Why Is Citi Selling Its Polish Consumer Bank to VeloBank?
Banking Why Is Citi Selling Its Polish Consumer Bank to VeloBank?

Priya Jaiswal is a leading expert in banking and finance, known for her insightful analysis of market trends and portfolio management. With a keen understanding of international business dynamics, she offers a unique perspective on the strategic decisions made by global financial institutions. In

Can Sacha Walker Lead Julius Baer to New Strategic Heights?
Capital, Risk & Assets Can Sacha Walker Lead Julius Baer to New Strategic Heights?

The ever-evolving landscape of global banking demands strategic foresight and robust leadership, a truth underscored by recent developments in the financial services industry. In a significant move, Julius Baer, a prominent Swiss banking group renowned for wealth management, has appointed Sacha

Can Wells Fargo Reclaim Its Growth Beyond the Fed's Asset Cap?
Capital, Risk & Assets Can Wells Fargo Reclaim Its Growth Beyond the Fed's Asset Cap?

In today's conversation, we delve into the strategic landscape and challenges faced by Wells Fargo, particularly in light of its $1.95 trillion asset cap. Our expert, Priya Jaiswal, brings her insights into the steps Wells Fargo is taking to regain regulatory approval and customer trust after the

Who Are Canada's Top 5-Star Advisors of 2025?
Capital, Risk & Assets Who Are Canada's Top 5-Star Advisors of 2025?

Canada's financial advisory sector has witnessed remarkable transformations, with an emphasis on personalized service and strategic growth. In the current landscape, Wealth Professional's esteemed list of 5-Star Advisors signifies not only excellence but adaptation to evolving client demands. These

Is Health the True Wealth in HNW Family Planning?
Capital, Risk & Assets Is Health the True Wealth in HNW Family Planning?

The dialogue around wealth management often centers on investment portfolios, legacy planning, and tax strategies, yet an elemental facet is rising to prominence: health protection. At the Hubbis HNW Insurance Forum in Dubai, the discourse championed by Virginie Josten from SIP Medical Family

Who Are the Top Wealth Managers of 2025?
Capital, Risk & Assets Who Are the Top Wealth Managers of 2025?

The landscape of wealth management has become increasingly competitive as firms strive to offer the best financial advisory services to an ever-demanding clientele. The Kiplinger Readers’ Choice Awards showcase the crème de la crème of wealth management services, providing an in-depth view of which

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