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X @Bloomberg
Bloomberg· 2025-07-09 20:00
Wealth Transfer - The Great Wealth Transfer is happening now [1] - Real estate inheritance could be in the future for some [1]
X @The Economist
The Economist· 2025-07-08 19:20
In 2025 people across the rich world will inherit some $6trn—a figure that has climbed sharply in recent decades. Do not make the mistakes of the first Gilded Age https://t.co/cwQNMSpTMM ...
We're in a 'story-dominated' market, says Jim Cramer
CNBC Television· 2025-06-30 23:47
Hey, I'm Kramer. Welcome to Bad Money. Welcome to Cra, my friends.I'm just trying to make a little money. My job is not just entertainment, but that case to teach you. So call me at 1800 743 CBC. Tweet me at Jim Kramer.Well, there goes the second quarter and it was a real barn burner. Dow up 5%. That's be rallying 10.5%.But the crazy NASDAQ jumping 17.75%. And not much of that was actually from the magnificent 7. Who the heck's doing this buying.Who is powering this market higher. It's not the hedge funds. ...
North America high-net-worth individual population surges, while Europe and Middle East shrink
Globenewswire· 2025-06-04 04:00
Press contact:Fahd PashaTel.: +1 647 860 3777E-mail: Fahd.Pasha@capgemini.com North America high-net-worth individual population surges, while Europe and Middle East shrink U.S. led the world in growth in its millionaire population, adding 562,000 to reach 7.9 millionUltra-high net worth individual population rises by 6.2% worldwide High-net-worth individuals now allocate 15% of their portfolios to alternative investments, including cryptocurrencies Paris, June 4, 2025 – The Capgemini Research Institute’s W ...
Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities
Prnewswire· 2025-03-12 09:00
Core Insights - Oppenheimer Europe is significantly expanding its investment banking team in London by adding four experienced senior bankers from Hannam & Partners [1][2][4] Group 1: Team Expansion - The new team members include Ernest Bell, Giles Fitzpatrick, Richard Clarke, and Lucia Sviatkova, who will enhance Oppenheimer's capabilities in European investment banking and wealth management [2][3] - Ernest Bell has advised on transactions exceeding $25 billion in public market and wealth management sectors, bringing substantial experience to the firm [4][5] - Giles Fitzpatrick, as Vice Chairman and Managing Director, has a strong background in investment banking, having held senior roles at various firms [6][7] Group 2: Strategic Focus - The expansion aims to leverage the ongoing evolution in the UK wealth management industry, driven by intergenerational wealth transfer and technological advancements [5] - The team will focus on advising companies in public M&A situations, utilizing Oppenheimer's global platform and expertise in the US mid-market investment banking space [5][7] - Oppenheimer's Financial Institutions Group is well-positioned to serve clients in the UK's wealth management ecosystem, with over 30 investment bankers dedicated to financial services [5][6]