02/20/2025
Wealth managers struggle to serve women of substance
The financial priorities and succession planning approaches of men and women reveal significant differences.
Wealth and Asset Management
02/20/2025
Endowus launches Fixed-Rate Savings in Hong Kong, offering clients access to preferential time deposit rates with leading global banks
Designed to provide market-competitive fixed returns, this new offering enables customers to maximize their savings with trusted global financial institutions.
02/20/2025
Tavistock Investments: Completion of acquisition of Alpha Beta Partners
The total consideration for the acquisition is capped at £18 million
02/20/2025
EFG International Acquires Swiss Private Bank
The closing of the transaction is expected in the second half of 2025 and is subject to regulatory approval, EFG announced on Wednesday.
02/20/2025
Utmost Wealth Solutions’ Assets Under Administration surpass £100bn, recording strong gross inflows
The acquisition of Lombard International adds £45bn in Assets Under Administration (AUA), confirming Utmost’s leading market position in the international wealth management sector
02/20/2025
Bank Cler: Growth flattens
The remodeled branch in Neuchâtel was opened in 2024
02/20/2025
Norwegian asset manager expands presence in Switzerland
In order to be closer to customers, the team in this country is to be expanded.
02/20/2025
Maximising wealth management: The benefits of Guernsey Private Investment Funds
With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.
02/20/2025
Swiss wealth management to relocate Leeds team to prominent office building
One of the most sustainable buildings in Leeds, it provides exceptionally high-quality workspace and a convenient location just minutes from Leeds City Station.
02/20/2025
It’s a match: Wealth management and modern relationships
New research from Nedbank Private Wealth revealed wealthy UK adults have numerous life goals and aspirations they are most concerned about achieving as a result of divorce.
02/20/2025
Evergreen funds: the view from one of the world’s largest asset managers
JP Morgan Asset Management's Brandon Robinson on the rise of evergreen funds
02/20/2025
Fidelity Unveils New ETF Model Portfolios for Wealth Managers
Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios
02/20/2025
Nikko Asset Management and Tikehau Capital announce the establishment of their joint venture Tikehau Amova Investment Management to drive private asset investments in Asia
Based in Singapore, Tikehau Amova Investment Management Pte. Ltd. was incorporated at the close of 2024. T
02/20/2025
JPMorgan Takes In $60 Billion From Rich Latin American Clients
Mexican clients account for $85 billion of the total.
02/20/2025
Thurgauer Kantonalbank with strong growth
The bank's operating performance is reflected in the business success of around 219 million francs.
02/20/2025
BKB Group: Strong annual result for 2024 thanks to broad-based growth
This positive business development is based on profitable and sustainable growth in the customer base - both in customer loans and customer deposits.
02/19/2025
UOB’s FY24 net profit rose 6% to record S$6.0 billion
S$3 billion package to return surplus capital
02/19/2025
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
02/19/2025
EFG International reports full-year 2024 results
Highest dividend ever with CHF 0.60 per share proposed for the financial year 2024, up 9% compared to 2023
02/19/2025
UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists
Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families.