wealth management - Latest News, Analysis, Opinion

Wealth Managers have made quite a mark over the past few years. However, every now and then, we hear about disgruntled clients of Wealth Management outfit going up in arms against their money managers. Here are four common “Wealth Manager” traps to watch out for

Thinking Wealth: Creating Prosperity Mindsets For Youth

Viiveck Verma...

Wealth is first created in the mind. If we do not have the imagination to think wealth, we would not have the agency to realise it

84% Millennials Have Stepped Up Wealth-management Strategy To Prepare For Future: Report

While 52% of the respondents said they have scaled up their savings, 35% have purchased comprehensive health and life insurance plans whereas the rest 13% have committed to more extensive investment programs.

Trends in Wealth Management For 2022

Sameer Kaul

Investors should stick to their asset allocation and also moderate return expectations from equities in 2022. Investing a portion of the portfolio in international equities from a diversification perspective is also recommended.

Invest In A Life Insurance Policy To Provide For Your Family Even In Your Absence

Companies & Markets

The following mentioned key benefits of a life insurance policy will help you decide which one is best for you.

Julius Baer Appoints New Head Global India And Developed Markets

Malhotra will succeed Torsten Linke 'to lead the onshore and offshore teams to serve clients from the Indian diaspora in addition to covering Japan and the Asia team based in Switzerland,'

With Regards To Commodities & Exports, The Outlook Remains Strong Given Global Recovery: Edelweiss Wealth Management

Aniruddha Bose

More Interviews

In an interview with BW Businessworld, Nitin Jain, CEO, Edelweiss Wealth Management, talks about HNI and UHNI segment, crypto, second wave of covid and more

Citi To Exit Consumer Banking Business In India

Banking & Finance

The bank has 35 branches in the country and employs approximately 4,000 people in the consumer banking business.

Investing Habits of the Super Rich

Aniruddha Bose

Here's a brief exploration of some of the discerning investment behaviours that set the super-rich apart from the rest of us.

Julius Baer Appoints Chirag Gandhi As MD Senior Advisor, Team Head Based In New Del

More Press Release

Julius Baer is currently the largest global wealth manager in India based on India Onshore AUM according to industry research.

Up Your Investment Ante By Adding Curated Baskets To Your Portfolio

Ujjwal Jain

"OpenQ Hybrid Equity, the OpenQ WealthBasket has created a portfolio that dynamically allocates and shifts between equity, debt, and gold investments, depending upon the market situation. "

Edelweiss Wealth Management Launches Fund To Bet On Late-Stage PE, Pre-IPO Investments