05/09/2025
Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.
05/09/2025
The acquisition will see the Irish firm's founder, five investment advisers, and their support team integrate into QCE.
05/08/2025
Raymond Yeung is hired as managing director of wealth management for the China market.
05/08/2025
The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.
05/08/2025
The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers.
05/08/2025
Total income rose 6% to SGD 5.91 billion from balance sheet growth
05/08/2025
Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.
05/08/2025
At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.
05/08/2025
This reflected the broader industry trend of weaker flows into equity, fixed interest and multi-asset funds, with flows leaning more towards money-market funds in the quarter.
05/08/2025
Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.
05/08/2025
The new unit, based in Madrid, has 5 professionals dedicated to international clients
05/08/2025
Among the MAS’s aims for the VCC is to encourage more funds to be domiciled in Singapore and enhance the city-state’s value as an international fund-management centre.
05/08/2025
Valiant remains on a good course in a volatile interest rate environment and achieved a solid operating result of CHF 53.7 million (-5.7%).
05/07/2025
The strategic hire comes as the merged firms prepare to formally unite under a single brand, W1M, in June.
05/07/2025
Advisors are nonplussed over the growing number of companies suspending earnings guidance due to tariff uncertainty.
05/07/2025
Supported by broad based income momentum; Prudent stance amid macro uncertainties
05/07/2025
The BVI Fund will undergo an orderly and managed transition to Fermat.
05/07/2025
The agreement formalizes and widens an existing partnership, uniting two leading global institutions to create a compelling private-credit offering.
05/07/2025
This new acquisition will help expand QCE’s presence in Ireland and continue to evolve its integrated investment management
05/07/2025
Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.