The insurance business continues to deliver good results, with Profit Before Tax rising 27% to Kshs 414 million from Kshs 321 ...

Whether through balancing asset classes, going global, exposure to alternatives, or hedging, diversification offers the twin ...

Trinity Capital maintains a stable portfolio risk rating with improving asset quality and a 14%+ covered dividend yield.

Prudent Corporate Advisory Services, an independent retail wealth management company, reported that its net profit in the March quarter was up 16 per cent to ₹51 crore against ₹45 crore logged ...

Women are a growing force within wealth management, and some have advanced to the most important roles in the industry, helming large banks or wealth management operations. For six years ...

Mergers and acquisitions in the wealth management industry were strong in 2024 and will likely improve in 2025. There are several reasons for this, including: • Demographics, particularly that ...

Why Prudent Investors Are Shifting from Passive Investing to Active Management During this week’s sit-down with Paul Kiker of Kiker Wealth Management, we unpacked a whirlwind of economic and ...

Mr. John Awuah, President of the Ghana Association of Bankers, underscored the importance of prudent money management for financial stability. “Building wealth was not a matter ... skill that required ...

Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation. A trusted platform for tracking ...

Portfolio Management Services (PMS) *Alternative Investment Funds (AIFs) These offerings are designed to provide clients with diversified wealth management solutions that align with their ...

Wealth Monitor, a mutual fund review & analysis app launched by Dezerv, has helped over 60K users identify over 420+ cr of missed gains in their mutual fund portfolios. The app also aims to help ...

As America stands on the cusp of the largest wealth transfer in history ... one of the biggest challenges lies in investment management. The "Prudent Man Rule," (now called the Prudent Person ...