05/12/2025
FWD Singapore, IPP eye Gen Zers amidst wealth influx
Assets are being passed down through families from one generation to the next.
Wealth and Asset Management
05/12/2025
Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams
All four wealth advisors have been named to the list in previous years.
05/12/2025
How women are reshaping the face of wealth
In the European Union and the US specifically, women control about a third of all retail financial assets, with the share expected to rise to 40 to 45 percent by 2030.
05/12/2025
Dublin-based investment advisory firm GillenMarkets acquired by leading wealth management company
As well as offering wealth management services, it publishes a monthly newsletter with impartial research and analysis that allows people to make informed investment decisions.
05/12/2025
Nomura Asset Management to launch more retail funds in Hong Kong
The Japanese asset manager has chosen Hong Kong as the primary Asia ex Japan region to expand its wholesale business.
05/12/2025
Bantleon merges several multi-asset funds
This means that two funds will disappear later this month.
05/12/2025
UBS Asset Management to enter active ETF market
The fund giant has also unveiled a new suite of low-cost ETFs.
05/12/2025
Traditional German company faces partial sale
M.M. Warburg plans to divest its capital markets business and focus on its two other divisions, private banking and corporate banking, in the future.
05/12/2025
Hong Kong's Private Wealth Association Expands Membership
This includes Robeco, Apollo Global Management, Blue Owl Capital, Brookfield Oaktree Wealth Solutions and Futu Trustee.
05/12/2025
Top 30 fund picks: How young wealth stars avoid Mag 7 risks
Equal-weight US index funds are gaining traction with the UK's best young wealth managers.
05/09/2025
The top fund picks from the UK’s best young wealth managers
Citywire reveals the high-conviction fund picks from this year's Top 30 Under 30.
05/09/2025
Mercer Advisors Acquires Lewis Wealth Management
Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver
05/09/2025
RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition
Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values
05/09/2025
TrinityBridge: A wealth of energy and ideas clients can count on
Venerable wealth management firm is ambitious for growth in Scotland
05/09/2025
Boreal on Growth Path
Over a two-year period, assets under management, client numbers, and headcount have increased significantly.
05/09/2025
Largest private banks seek to strike ‘digital gold’
The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets.
05/09/2025
One Bank: The strength of teamwork
The event brought together 250 people from different – in some cases distant – parts of the group.
05/09/2025
Wave of PM exits at Schroders amid sweeping ‘transformation’
Major reshuffle at UK investment giant sees top managers leave as $193m cost-cutting drive gears up.
05/09/2025
Credit Suisse Veteran Boosts Private Bank with Strategic Expertise
This strategic move signals a commitment to strengthen and expand the brand’s presence within the Swiss market.
05/09/2025
Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution
The increase in earnings for the current period reflects contributions from AEL