Managers of Wealth

Julius Baer bets China stocks to close gap on soaring HK shares

Hong Kong stocks’ strong rally this year has driven the premium mainland shares trade at to a record low, creating a trading opportunity, but not all investors are convinced.

Canaccord Genuity Group Inc. through its Australian operation announces acquisition of wilsons advisory

Agreement substantially increases the scale of the Company’s Australian wealth management business and establishes a strong platform for continued growth

Lombard Odier reports half-year 2025 results

First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.

Why it is not just high net worth individuals departing the UK

These people are also going away and these are actual UK taxpayers.

Sequoia Financial to buy wealth manager The Martin Worley Group

The acquired company managed assets worth $430m as of 30 June 2025.

Bank of East Asia profits rise as wealth business offsets bad property loans in Hong Kong

First-half net profit jumps 14 per cent to HK$2.41 billion (US$308.6 million), beating analyst expectations

Kaiser Partner Private Bank on Track for CHF 10 Billion

The most striking improvement came in interest income, which soared 62,5 percent to 6,6 million francs.

Merchant Invests In $4.2B Meridian Wealth with Aim to Fuel Growth

Merchant’s latest RIA investment comes after staking several wealth-adjacent firms in 2025.

Nomura hybrid bond fund hits $500m AuM

The milestone highlights how more investors are turning to corporate hybrid debt as a way to secure reliable income, especially at a time when the broader economic outlook remains uncertain.

HSBC Private Bank named as Official Event Partner of inaugural Rolex Switzerland Sail Grand Prix | Geneva

The event is set to take place across two action-packed days of racing and entertainment on Lake Geneva, September 20-21, 2025.

LLB Group achieves solid interim result

These factors strengthen the banking group's position.

The all-new HSBC Premier aims to grow your wealth, health, travel and international connectivity

Discover how the all-new HSBC Premier redefines banking for affluent Malaysians, with exclusive privileges spanning wealth growth, wellness benefits, travel rewards and seamless international access

LPL Financial Welcomes Zarra Wealth Management

“With LPL, we now have access to a broader range of products, tools, technology, and support to elevate our practice and help clients.” - Christopher Zarra

CTFS Expands Financial Services Segment with the Acquisition of Blackhorn Group

It highlights CTFS’s commitment to delivering innovative, client-centric financial services across Hong Kong, Greater China, and other emerging markets.

Our ambition is to become the best medium-sized international private bank in Luxembourg

This growth has been made possible thanks to a clear strategy, an efficient structure, and a highly committed team.

17 JTC Employees Make the Citywealth Leaders and International Powerwomen Top 100 Lists

The Citywealth Leaders List is a directory of the leading individuals in the international private client and wealth management sector.

Emerging markets are poised to keep outperforming

The US dollar’s loss of momentum this year has provided a relief for many key emerging markets.

Northern Trust Launches Fixed Income ETF Suites

New Active ETFs Feature Innovative Distributing Ladder Design

California Team Leaves UBS to Create a New Independent, Planning-Driven Firm: Dial Square Private Wealth

Dial Square works with wealth creators who are looking to protect the assets they have already built, as well as clients on the rise who want to grow wealth and achieve new heights through a disciplined approach.

The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great

The biggest intergenerational wealth transfer in history is about to happen.

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Wealth and Asset Management