Dec 31, 2024 · The last 12 months have seen a number of financial institutions make major changes to their executive teams after a relatively slow 2023, when executive compensation …

Oct 9, 2023 · Improving succession-planning strategies Wealth managers have many succession options. These include training an internal successor to assume their book, joining forces with …

Mar 3, 2025 · Why Shareholder Succession is Vital for Bank Independence Houlton Kuntz underscored that shareholder succession planning is as critical as management succession—if …

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Jul 6, 2016 · Benjamin Franklin is quoted as saying “If you fail to plan, you are planning to fail.” And that old quote couldn’t be more applicable to bank board succession planning, especially …

As our client, you have access to Trust and Advisory services that encompass a complete range of wealth transition and asset planning solutions. Our specialist team will work closely with you …

Nov 10, 2023 · African generational tensions regarding the transfer of wealth As directors of trust companies forming part of Africa’s largest bank by assets, with a presence in 19 African …

Jun 25, 2010 · But as global wealth continues to grow, banks are dealing with changing succession planning demands from extending education programmes to vetting pre-nuptial …

Jun 28, 2018 · Succession planning is a key concern for the world’s growing UHNW population – defined as those people with $30m or more in net worth – and private banks are reacting by …

Tailored financial planning Our client advisors can guide you through a structured financial planning process to create an individualized plan that's based on your goals, values, and legacy. …