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Wealth and Asset Management

11/14/2024

Future-Proofing Wealth Management: How WMaaS and Next-Gen Technologies are Redefining the Client Experience

They must transform their digital offerings to succeed, providing seamless, accessible, customized services beyond investment advice.

11/14/2024

ZHAW Study: Switzerland's Best Private Bank in 2024

The financial industry is almost obsessed with measuring itself in rankings.

11/14/2024

Salary cap for the CEO of Urner Kantonalbank

The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.

11/14/2024

HSBC Global Private Banking finds the UK entices global business owners

The UK continues to rank among the most alluring places in the world for international businesspeople.

11/14/2024

Carlyle-Backed Apex Teams Up With AI Firm for World’s Ultra-Rich

Machine learning increasingly gaining in private-wealth sector

11/14/2024

Winners from Crown Dependencies announced for Citywealth Future Leaders Awards 2024

They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.

11/14/2024

Insignia Financial unveils strategy to lead wealth management industry

Under the FY26-FY30 strategy being presented to investors today, Insignia Financial’s breadth and reach will be harnessed to maximise the benefits of scale and drive efficiency

11/14/2024

Forbes Names Stedmark Partners a Top Wealth Management Team

Receives prestigious recognition for third consecutive year.

11/14/2024

Schroders Capital’s new Sustainability and Impact report demonstrates tangible positive change delivered by private markets business

The report spotlights the work Schroders Capital’s teams have been doing through detailed case studies for each asset class.

11/14/2024

Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams

This marks the second year that both teams received this honor from Forbes.

11/14/2024

ZKB launches foundation fund targeting Swiss charities

Zürcher Kantonalbank’s foundation fund will support Swiss charitable organisations through a diversified portfolio.

11/14/2024

Through the generations: the transfer of family businesses is accelerating

This unavoidable rite of passage becomes all the more emotional when the business is a family one.

11/13/2024

Canaccord Genuity execs unite to launch WA wealth manager

Leeuwin Wealth has been launched this month focusing on offering dedicated wealth management and corporate finance services to Western Australian individuals and companies.

11/13/2024

Bellevue moves back to Bellevue

All of the approximately 70 employees in Switzerland will work there under one roof in the future.

11/13/2024

Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man

This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024

11/13/2024

Nedbank Private Wealth named Best Private Bank in Africa

Our role is not just to manage wealth, but to be a trusted partner in helping clients grow, protect and pass on their wealth to future generations

11/13/2024

Schroder Income Growth Fund plc - Full Year Results

The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.

11/13/2024

ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024

The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.

11/13/2024

Tatton Asset Management sees organic inflows rise by 101% in half-year results

Group revenue increased by 23.7% in the six months to 30 September 2024

11/13/2024

KPMG Asset Management CEO Outlook

Asset Management CEOs share their views on economic outlook, return-to-office, ESG and generative AI.

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W1M enables secure, compliant collaboration across Microsoft 365 tenants

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04-09-2026

Söderberg-backed Vintage completes £400m advice firm deal

04-09-2026

Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management

04-10-2026

Temenos announces completion of its second 2025 share buyback program

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Why more family offices are closing or downsizing despite rising wealth

04-10-2026

UBS does not withdraw files, experts demand further documents, and Ermotti confirms in a guest article that he made a takeover offer based on incomplete information.

04-10-2026

Stonehage Fleming emphasises time, patience and discipline for successful investing

04-09-2026

RBC BlueBay appoints Camilla Love as Head of Australia & New Zealand

04-16-2026

Global Wealth Management earns back-to-back recognition on USA Today's Best Financial Advisors list

04-16-2026

iCapital® and Envestnet Expand Strategic Partnership to Incorporate Alternatives and Structured Investments Within Unified Managed Accounts

04-16-2026

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04-16-2026

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Asia’s 5 richest families own nearly $275B in wealth

04-16-2026

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