05/19/2025
Singapore remisiers stay relevant by adding wealth management and other financial services
An individual can be both a remisier and a financial adviser if he has the necessary qualifications and licences
Wealth and Asset Management
05/19/2025
Wealth management firm to hold charity match at Stadium of Light
The company will be raising money for Grace House, a charity based in Southwick that supports disabled children, young people, and their families.
05/19/2025
UBS Advisor Teams in Florida Named to Barron’s Top 250 Private Wealth Teams List
The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
05/19/2025
Standard Chartered: “Global Islamic Finance Assets to Surpass USD 7.5 Trillion by 2028”
36% asset growth over next four years as Islamic Banking enters new phase
05/19/2025
Half of Swiss WMs consider investment committee vote for AI
We also polled the wealth managers on equity allocations and where they see the gold price at the end of the year.
05/19/2025
Wellington builds bridges to Swiss wealth management
In addition to its traditional institutional business, the firm aims to expand into wealth management. finews.ch met with two key people in Zurich.
05/19/2025
Wealth managers’ ‘go-to’ UK equity income funds
The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.
05/19/2025
Private Banks Falling Short: The Family Office Challenge in Asia
This gap is driving UHNW families to family offices, which provide bespoke, hands-on coordination of legal, tax, and strategic needs.
05/19/2025
Groww to buy wealth management firm Fisdom for $150m
The acquisition awaits SEBI's regulatory approval and is expected to finalise in two to three months.
05/19/2025
Quilter Cheviot moves 64-strong Birmingham team to Paradise
Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.
05/19/2025
Milan’s ‘Empty London’ Tax Bet Pays Off as UK Wealth Exits Soar
Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.
05/19/2025
Openwork's 2plan restarts growth after FCA lifts VREQ
The number of advisers in the network grew by 146 to 59
05/19/2025
‘Big won’t always win’: Why Quilter Cheviot wants to be more like a private bank
Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth
05/16/2025
Family wealth services: Building in a more holistic approach to wealth management
With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.
05/16/2025
Focus to merge $140bn Focus Partners Wealth and $35bn Kovitz
The deal marks RIA financier Focus's first combination of 'hub' firms.
05/16/2025
Results of the Annual General Meeting of GAM Holding AG
The compensation report for 2024 was approved in a non-binding consultative vote.
05/16/2025
ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland
The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model.
05/16/2025
The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo
This decision represents a further step in the merger process.
05/16/2025
BOS: First Quarter Growth in Greater China AUM, Revenue
The private bank did not disclose absolute figures.
05/16/2025
From dancing to banking: The value of diverse skills
Dancing is a tough profession in which you can never rest on your laurels