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Wealth and Asset Management

01/10/2025

Titanbay wins outstanding wealth technology provider (middle office) at the Private Banking & Wealth Management Awards 2024

This prestigious event brings together the best in private banking and wealth management to recognise the game-changers—the platforms, solutions, and teams that are truly raising the bar.

01/10/2025

Carolyn Leng on CGS International’s Ambitious Private Wealth Strategy in Asia and Beyond

CGS International is making waves across the region with a mission to provide digitally integrated, bespoke advisory services to its high-end clients, especially SE Asia’s dynamic entrepreneurs.

01/10/2025

Fifth Third Private Bank Recognized as Best Private Bank by Global Finance for Sixth Consecutive Year

The honors were announced by Global Finance for the 2025 World’s Best Private Bank Awards.

01/09/2025

Bellevue Group Opens Subsidiary in Singapore

The asset manager plans to gradually expand the current team for Asia.

01/09/2025

Bank of America Forms Specialist Group Serving the Ultra-Wealthy

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

01/09/2025

Sanctuary Wealth Begins 2025 with Recruitment of Hillguard Wealth Management, a $700 Million International Firm

Led by Marcello Zaffaroni and Juan Martin Campuzano, the Miami-Based Firm Joins Sanctuary from Truist Wealth for Enhanced Support and Growth Opportunities

01/09/2025

Wealth managers drive record M&A surge as UK deals climb 26% in 2024

UK wealth and asset management deals rose from 107 in 2023 to 122 in 2024

01/09/2025

SNB restarts dividend payments after CHF 80bn profit

The 2024 results mark the central bank’s first annual profit in two years.

01/09/2025

Impax shares suffer after drop in assets under management

Impax shares fell 3.4% to 234.33 pence each in London after Thursday morning's announcement.

01/09/2025

Brookfield Asset Management Announces Renewal of Normal Course Issuer Bid

Brookfield Asset Management will pay the market price at the time of acquisition for any Class A Shares purchased or such other price as may be permitted.

01/09/2025

Perigon Wealth Management Deepens Goldman Sachs Relationship

New Custodian Addition Brings Advisor Flexibility and Choice through Streamlined Services for RIAs

01/09/2025

Rothschild & Co Wealth Management Switzerland wins award for 'Outstanding UHNW Offering'

Held in Zurich, this event celebrated innovation and excellence in the realms of private banking and wealth management.

01/09/2025

Merrill Wealth Management forms advisory group to serve UHNW clients

The new group will help advisors build tailored portfolios for clients with custom asset allocation and multi-asset strategies.

01/09/2025

BEA China Redefines Wealth Management

The Bank’s newly launched Mobile Banking App is a pivotal step of this transformation journey.

01/09/2025

Nuveen targets wealth business as part of ME expansion

The American asset manager is betting on the growing family office and larger wealth space as part of its expansion into the Middle East region.

01/09/2025

Growth of new hubs challenges Swiss private banking stalwarts

In this dynamic environment, wealthy families have much more diversity in their choice of centres.

01/08/2025

Luxembourg private bank shuts Hong Kong business

Banque Internationale à Luxembourg becomes the latest European bank to shutter its Hong Kong business amid a tough economic backdrop in the city.

01/08/2025

Hong Kong relaxes investment requirements to lure family offices

The government is more closely aligning the new capital investment entrant scheme and family office tax incentives to attract assets.

01/08/2025

BIL Closes Hong Kong Office

As part of this restructuring, the bank is withdrawing from a key financial hub in Asia.

01/08/2025

Government updates ownership strategy for SGKB

The ownership strategy serves the government as a management tool for controlling the canton's majority shareholding in the SGKB.

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