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Wealth and Asset Management

07/18/2025

Hong Kong's growing asset and wealth management AUM and tax reforms poised to attract global asset managers in 2025, says KPMG

Unified Funds Exemption (UFE) refinements, strong IPO market, and virtual asset regulatory clarity enhance industry competitiveness

07/18/2025

Maridea acquires Pinnacle Wealth Management

Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.

07/18/2025

GCC wealth management landscape shifting to address investor concerns around agility and technology

Nearly 55% of GCC clients reported arranging more advisor meetings in response to market volatility, well above the global average.

07/17/2025

Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas

The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.

07/17/2025

KGI names wealth management leaders in Singapore

The Asian bank has made two senior hires in the Lion City.

07/17/2025

Building Bespoke Portfolios with Agility

They want guidance tailored to their needs, access to niche opportunities, and investment partnerships that adapt to change.

07/17/2025

Geneva wealth manager buys Singapore multi-family office

Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.

07/17/2025

UBP First half-year results 2025

Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion

07/17/2025

Hong Kong’s AUM grew 13% with 81% increase in fund inflows: SFC’s 2024 survey on asset and wealth management business

In particular, the AUM of private banking and private wealth management business grew 15% year-on-year to $10.4 trillion (US$1.3 trillion).

07/17/2025

BLKB achieves a solid operating result in the first half of 2025 and expects consistently high distributions

BLKB achieved a solid operating result in the first half of 2025.

07/17/2025

Saffery Trust expands global offering with UK trust and corporate services

This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.

07/17/2025

Man Group to acquire Bardin Hill

Based in New York City, Bardin Hill is an opportunistic and performing credit manager.

07/17/2025

Who are the top bosses in wealth management?

Seven senior leaders in the sector feature in FN’s Most Influential in European Finance 2025 list

07/17/2025

Utmost launches Summer 2025 edition of Navigator exploring the rise of alternative assets

The Technical Spotlight of the Summer 2025 edition explores the rise of alternative assets and private markets

07/17/2025

Mirabaud’s Aeshlimann embraces client evolution amid targeted growth plans

Mirabaud Group senior managing director Lionel Aeschlimann details his growth plans including the digitalisation of the wealth management business

07/17/2025

Octopus team sets up sustainability firm Groundswell

Supporting asset management and private market companies move from a siloed sustainability function to an integrated capability

07/16/2025

Building Wealth And Protecting It For Business Owners And High Earners

These stories aren’t just headlines—they’re real, painful reminders of why financial literacy and constant oversight matter at every stage of the wealth lifecycle —from accumulation to preservation to transfer.

07/16/2025

Zuger Kantonalbank presents successful half-year results 2025

This growth was evident across all business areas and underscores the bank's broad-based profitability.

07/16/2025

Signa proceedings: Charges against René Benko for fraudulent bankruptcy

Charges of fraudulent bankruptcy on facts from the insolvency proceedings of René Benko

07/16/2025

Sneha Shah: The wealth community in a digital-first world

The recipients of this influx of wealth are primarily millennials and Gen Z

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06-04-2026

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Central banks, inflation, and the case for quality bonds

06-04-2026

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

06-04-2026

Finalists Announced for the 2026 Wealth Management Industry Awards

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