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Wealth and Asset Management

05/29/2025

UBS Global Family Office Report 2025 published: All eyes on the global trade war

The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.

05/29/2025

Challenges to Asian family transfers leave $5.8tn at stake

Families are increasingly drawing on external expertise to manage succession more effectively, agrees Cherry Ng, head of wealth planning Asia at BNP Paribas Wealth Management in Hong Kong.

05/29/2025

HSBC reportedly cuts analyst positions in restructuring effort

This decision also involves the termination of Steven Major, the global head of fixed income research.

05/29/2025

RBC’s profit jumps on HSBC deal, wealth management boost

The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.

05/29/2025

JTC Group in Guernsey Named Best Fund Administrator in Global Awards

The JTC Group has had an office in on the Island since 2011

05/28/2025

Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham

He joins the firm from Merrill Lynch.

05/28/2025

Honoring Excellence: John Cultra's Induction Into Barron's Advisor Hall of Fame

This honor recognizes John’s exceptional career, his consistent presence in Barron’s Top 100 Advisors for over a decade, and his commitment to delivering unparalleled service to clients.

05/28/2025

SIX Recognized at Global Custodian Awards 2025

SIX has been strengthening its European custody operations

05/28/2025

Asset Management: Lombard Odier Hires Industry Veteran

«We are delighted to welcome Stéphane to Lombard Odier IM,» said Ducat.

05/28/2025

Nomura Asset Management Celebrates Major Wins at the EPF External Fund Managers Awards 2024 with Five Prestigious Honors

Nomura Asset Management Malaysia and Nomura Islamic Asset Management remain committed to pushing the boundaries of performance, resilience, and innovation in asset management, striving not just to meet expectations, but also to exceed them.

05/28/2025

Wealth manager highlights opportune chance to invest

The joint venture harnesses the strengths of both partners to offer world-class private banking services, bringing global wealth management excellence to the Thai market.

05/28/2025

Zurich wealth firm takes over fund boutique

Point Capital Group is joining forces with Labha Investment Advisors in a deal which includes the latter's multi-asset fund.

05/28/2025

Saffery Trust finalist in Private Client Awards

Nominated in the Private Client Trust Company category, the firm has already won this award twice before.

05/28/2025

Solveo Energies accelerates its energy transition development with a fundraising round of nearly €100 million led by Mirova

This is what enables us to roll out our projects in an agile and responsible manner, in line with local needs today.

05/27/2025

NatWest Gets Ready for Life After UK Government Ownership Seventeen years after its bailout, the British bank is preparing for a new era

Seventeen years after its bailout, the British bank is preparing for a new era

05/27/2025

Kiplinger Readers' Choice Awards 2025: Wealth Management Services

The Kiplinger Readers’ Choice Awards celebrate the best products and services in personal finance.

05/27/2025

Natixis to merge two affiliates, forming $40bn thematics boutique

Natixis plans to merge affiliates Mirova and Thematics AM by the end of the year.

05/27/2025

Hong Leong Bank Enhances HLB Private Bank and Regional Wealth Management with Strategic Alliance with Lombard Odier

Integrating A Strategic Alliance with Swiss Private Bank Lombard Odier, Key Talent Acquisitions, Development Programs, and AI Tools, the Bank is Poised to Accelerate its Regional Wealth Management Proposition

05/27/2025

Helveteq and Artex launch tracker based on Francis Bacon triptych

It's the second art-based product the two firms have launched together.

05/27/2025

Effective strategies for intergenerational wealth management

Practical insights for young and old – for those passing on their wealth and those inheriting it – from PSG Wealth’s CIO Adriaan Pask.

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