Wealth Management

Is Lumen Capital Leading a Wealth Management Revolution?
Capital, Risk & Assets Is Lumen Capital Leading a Wealth Management Revolution?

In the world of asset management, adaptability, and sophistication are key to staying ahead. Priya Jaiswal, a seasoned professional in banking and finance, brings her expansive knowledge to our conversation today. With a renowned career involving market analysis, portfolio management, and tackling

UK Discretionary Wealth Market Growth Faces Emerging Challenges
Capital, Risk & Assets UK Discretionary Wealth Market Growth Faces Emerging Challenges

The UK discretionary wealth management market has reached a staggering £1.1 trillion, driven by strong investment performances and the strategic outsourcing by financial advisers. Powered by the MSCI PIMFA Private Investor Balanced Index’s remarkable 10.73% return, the market reflects strong growth

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

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