Nearly half of advisers see the ‘great wealth transfer’ as an existential threat
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
Outperforming France and the United States thanks to increases in health spending
This year’s rally could be brought to a halt by politics, especially the US election
Karen Kharmandarian spoke to PA Adviser at the 2024 Natixis investment conference
Chief executive steps down from private bank, as advice company names COO
Brits are the most optimistic, Natixis report reveals
CFO to leave asset manager, as family office bolsters Jersey operation
Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team
Investment manager names Singapore boss, while UK insurer hires CEO
Interim CEO steps down from insurer, as Ombudsman makes c-suite changes
Most believe success will depend on their ability to build relationships with next generation
Investment firms make CEO change, as financial services group names vice president of private banking