05/14/2025
Vanguard Sees Fundamental Shift in Switzerland
Jonathan Decurtins, Senior Sales Executive Switzerland and Liechtenstein at Vanguard.
Wealth and Asset Management
05/14/2025
The Gavekal Angle: value investors set to rise like a phoenix
No carry trade? No momentum trade? No worries; time to revert to the mean
05/14/2025
Scotiabank extends reach into South Asian high-net-worth market with new partnership
Scotia exec tells Wealth Professional the deal accelerates strategy for cultural market expansion
05/14/2025
Evelyn Partners Unveils Three-Year Partnership with the Netball Super League
Wealth Manager becomes official partner of the NSL to support the professionalisation of the women’s sport and boost financial education for female athletes to help them secure the same retirement opportunities as their male counterparts
05/14/2025
Hightower Makes Strategic Investment in Lindbrook Capital
Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower
05/14/2025
Investec Launches Bespoke Buy-To-Let Proposition for Expats
Investec predicts significant growth potential in both Dubai and Switzerland.
05/14/2025
Revolutionizing Financial Management: The Power of Wealth Management Software
A wealth management software is a robust digital solution designed to effectively manage financial assets.
05/13/2025
Julius Baer in Italy: Empowering entrepreneurs
In this interview, he shares what drove him to take on this challenge and why he believes Swiss banking offers the ideal blend of expertise to deliver value to Italian entrepreneurs.
05/13/2025
The evolution of private wealth management
This evolution demands a more sophisticated approach to wealth management.
05/13/2025
Faces of Financial Planning & Wealth Management
The Pegasus Group believes that true wealth management starts with understanding what matters to each client.
05/13/2025
Rob Edwards Named as One of 2025 Forbes Best-in-State Wealth Advisors
Naples financial advisor earns prestigious ranking for impact on high-net-worth families and their wealth.
05/13/2025
Family dynamics pose greatest threat to succession plans
Advisers discussed the risks facing UHNW families during an off-the-record roundtable at Spear’s 500 Live
05/13/2025
CaixaBank re-elected Best Digital Private Bank in Europe by PWM (Financial Times Group)
This award is added to the “Best Private Bank in Europe for Digital Marketing and Communication 2025”, which the financial institution has won for the fourth consecutive year.
05/13/2025
Li Ka-shing’s clash with China unnerves rich investors in Hong Kong
Hong Kong and Li Ka-shing are unfortunately caught in the middle of a trade war and when the US starts exerting pressure on China
05/13/2025
The 3 questions to transform wealth management
In a blog post, written by financial services partners in Melbourne and Toronto, the consultants shared how it believes wealth management can be more efficient.
05/12/2025
FWD Singapore, IPP eye Gen Zers amidst wealth influx
Assets are being passed down through families from one generation to the next.
05/12/2025
Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams
All four wealth advisors have been named to the list in previous years.
05/12/2025
How women are reshaping the face of wealth
In the European Union and the US specifically, women control about a third of all retail financial assets, with the share expected to rise to 40 to 45 percent by 2030.
05/12/2025
Dublin-based investment advisory firm GillenMarkets acquired by leading wealth management company
As well as offering wealth management services, it publishes a monthly newsletter with impartial research and analysis that allows people to make informed investment decisions.
05/12/2025
Nomura Asset Management to launch more retail funds in Hong Kong
The Japanese asset manager has chosen Hong Kong as the primary Asia ex Japan region to expand its wholesale business.