Managers of Wealth

Private banks in China seek state capital amid economic pressures

China first opened the door to private banks in 2014 when it allowed domestic lenders fully capitalised by private funds to operate in the state-dominated financial sector.

Asset managers make existential dash into private assets

Many executives believe they are engaged in no less than a fight for survival

Redefining wealth management: The Family Office launches goal-based investing platform

We believe that financial planning should not just be about numbers, it’s about achieving the life goals that matter most to our clients.

Quilter Cheviot focuses on REITs in third phase of investment trust engagement

Quilter Cheviot advocates for fully independent boards to best protect shareholder interests.

Thank Wealth Managers For These 8%+ Dividends

Digging into a fund’s prospectus and annual reports is something they look forward to.

HSBC India launches credit card for global private banking

The Global Private Banking business in India serves high-net-worth individuals.

Pimco expands UK global wealth management team

Both will report to Terry Oh, executive vice president and head of Pimco’s global wealth management business in the UK.

NRI Launches "NRI STREAM" Accelerating Digital Transformation in Asset Management

The new solution will be adopted by SBI Securities, Nikko Asset Management and Resona Asset Management

BNP Paribas Wealth Management Shares Key Investment Trends Expected in 2025

First, BNP Paribas noted that lower interest rates will support “leveraged asset classes,” such as real estate, infrastructure and private equity.

Billionaire wealth grows despite regional and sectoral shifts

The number of billionaires globally increased from 1,757 to 2,682, with a peak of 2,686 in 2021.

Global wealth management group GSB launches FutureOf fund

Beth Bell has joined to run the fund

Active ETFs gain ground on more passive benchmark trackers

Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds

Schroders: Asia wealth managers gorge on private markets

Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.

Delving into the small and mid-cap market after the election

But remember that with Donald Trump, nothing is certain and things can change very quickly.

Changes In The Wealth Advisory Industry Heading Into 2025 And Beyond

For generations, ultra-high-net-worth families have relied on private family offices.

BCGE strengthens its strategic partnership with Finnova

This long-term commitment highlights the importance for BCGE of working closely with one of Switzerland’s leading banking software providers.

Billionaire Ambitions Report 2024

The bank also conducted an online survey of the views of a sample of UBS billionaire clients across the world’s main regions.

Potential for growth with low margins

The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria

Choreo unveils tax platform to shift wealth management

New automated solution enhances tax-aware investment strategies, saving time for advisers and maximising benefits for clients.

J.P. Morgan’s data platform to incorporate FactSet analytics

The move helps clients focus on investment insights and alpha generation while leveraging modern data management.

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Wealth and Asset Management