Latest News for: Manage wealth

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Debenture returns to be treated as short-term gains

The Times of India 02 Feb 2023
“Listed MLDs will now be taxed as short-term capital gains which will take away the benefit of tax arbitrage,” said Feroze Azeez, deputy CEO at Anand Rathi Wealth ... Wealth managers say that NBFCs deploy wealth managers to distribute MLDs ... Shah, founder of Credence Wealth Advisors.
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People: Navigation Wealth Management; SYNETIQ; The Foundry Sheffield; and more

The Business Desk 02 Feb 2023
Yorkshire-based financial adviser, Navigation Wealth Management, has appointed an experienced executive to its leadership team ... Matt Hammond, chief executive at Navigation Wealth, which has offices in Beverley and Wakefield, said ... Organisation manager Rose Durant said.
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Credit Suisse weighs carving up China unit

Hong Kong Standard 02 Feb 2023
China’s regulator completed its on-site inspection of Credit Suisse’s onshore unit before the Lunar New Year, the final step before the bank can start building out its wealth management business and expand equities trading beyond Shenzhen, the people said. .
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NANDI MXOKOZELI: Women undervalue their financial nous despite rising earnings, studies show

Business Day 02 Feb 2023
If international developments are anything to go by there will soon be a big shift in wealth from men to women ... As SA women are becoming more economically active and can generate their own wealth, a long-awaited balance in the distribution of wealth might occur in future ... Mxokozeli is COO of Nedbank Wealth.
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Northwestern Mutual Appoints Kate Michaels to Managing Partner of new San Jose Network Office

Victoria Advocate 02 Feb 2023
With more than $561 billion in combined company and client assets, $34 billion in revenues, and $2.1 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to nearly five million people with life, disability income and long-term care insurance, annuities, and wealth and investment management services.
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Political Leaders must focus on economics, not politics: KTR

The Siasat Daily 02 Feb 2023
KTR further remarked that though India stands in the list of most populous countries in the world, with 65 percent of its population being youngsters, a majority of the wealth of the nation was owned by a few individuals. “People management is the biggest challenge any ...
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2023 has clearly had a better start than 2022, says Julius Baer CEO

CNBC 02 Feb 2023
Philipp Rickenbacher, CEO of Julius Baer, discusses the wealth management group's results for 2022, and says that was a year with an "incredibly challenging backdrop." ... .
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U.S. stocks rise after Fed delivers small rate hike

China.dot.org 02 Feb 2023
NEW YORK, Feb. 1 (Xinhua) -- U.S ... "Despite early signs of easing U.S ... equities will underperform regional peers this year," Mark Haefele, chief investment officer at UBS Global Wealth Management, said in a note on Wednesday ... The Institute for Supply Management's manufacturing index slipped to 47.4 percent in January, from 48.4 percent in December.
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Deutsche Bank Increases Prime Lending Rate to 7.75%

Maryville Daily Forum 02 Feb 2023
Deutsche Bank provides commercial and investment banking, retail banking, transaction banking and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals.
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Julius Baer profits dip in 2022 as money inflow growth picks up

Reuters 02 Feb 2023
ZURICH, Feb 2 (Reuters) - Swiss wealth management firm Julius Baer (BAER.S) on Thursday said profits fell in 2022 in a tough market environment, as strengthening inflows of new client money towards the end of the year helped it hit its business cycle targets.
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What Budget 2023 tax measures mean for HNIs as well as fresh recruits

The Times of India 02 Feb 2023
The government is pushing towards financialisation ... The Finance Minister said the per capita income of India is Rs 1.92 lakh,” says Feroze Azeez, Deputy CEO, Anand Rathi Private Wealth Management ... I think a lot has been done ... Arun Jaitley when he removed wealth tax, had said that this is a precursor to bringing back inheritance tax ... Budget 2023 ... .
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Web Hosting Talk 02 Feb 2023
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Wells Fargo Bank Increases Prime Rate to 7.75 Percent

Enid News & Eagle 02 Feb 2023
SAN FRANCISCO--(BUSINESS WIRE)--Feb 1, 2023--. Wells Fargo Bank, N.A., said today it is increasing its prime rate to 7.75 percent from 7.50 percent, effective tomorrow, Feb. 2, 2023. This press release features multimedia ... Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management ... Twitter.
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GSK gives few clues on plans to replenish medicine cabinet

Yahoo Daily News 02 Feb 2023
... management team plan to find the company's next set of blockbuster drugs ... Lucy Coutts, investment director at wealth management firm JM Finn, which holds GSK shares, there is hope the company will eventually deliver a streamlined and specialist portfolio of blockbuster drugs.
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Brokers team up on new platform to boost retail interest in UK capital markets

Reuters 02 Feb 2023
Investment bank Peel Hunt's REX distribution platform will become a standalone business known as RetailBook in the second half of 2023, the company said ... Video ... REX enables retail investors to participate in capital markets transactions such as initial public offers and follow-on equity offerings through retail brokers and wealth managers ... ....

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