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Wealth and Asset Management

04/17/2024

Endowus launches its full-service digital wealth platform; leading conflict-free investment advisory and fund distribution in Hong Kong

The full-service launch empowers Hong Kong-based investors with better choices, curated advice and control over their wealth.

04/17/2024

CEO Summit: Why customisation is the future

This is part of a general drive to bring institutional approaches to wealth platforms says another participant.

04/16/2024

Sanctuary brought in $4.9m through asset manager partner program in 2023

Sanctuary made the money via a strategic partnership program, sources told Citywire.

04/16/2024

BNP Paribas has signed an agreement with Fosun Group to acquire its stake in ageas

BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.

04/16/2024

The UAE is attracting HNWs – and wealth managers are following

Some 4,500 millionaires moved to the UAE in 2023.

04/16/2024

Responsible Investment: Two Swiss Asset Managers Among Global Top 10

Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.

04/16/2024

Tatton pauses on buys as MPS valuations soar

CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.

04/16/2024

First Global Catalytic Capital Marketplace Co-Axis Unveils 70+ Solutions from 40+ Countries to Speed Up and Scale Impact

Co-Axis aims to unlock risk capital and harness the power of community to scale and speed up impact innovations tackling the world’s greatest sustainability challenges.

04/16/2024

UBS publishes updated time series with restated segment financial information reflecting previously announced changes with no impact on Group results

These changes improve the consistency of reporting across the Group and provide details around funding and cost allocation methodologies.

04/16/2024

Pictet AM launches ‘one-stop’ euro-denominated credit bond fund

Asset manager says strategy will have reduced currency risk and will aim to navigate volatility.

04/16/2024

BlackRock and Jio Team to Offer Wealth Management in India

By creating a brokerage firm, Jio and BlackRock hope to woo the growing number of Indian retail investors as that country’s stock market hits historic highs.

04/16/2024

MASECO Private Wealth Confirms Relocation to New Headquarters in Central London

The new office space will accommodate the 110 staff members

04/16/2024

BNY Mellon's AUM increases 2% in Q1 to $2 trillion

During the first quarter of 2024, BNY Mellon posted total net inflows of $17 billion in its investment and wealth management unit.

04/15/2024

Diversify Advisor Network Adds $645 Firm To Partner Platform

Delaware-Based Key Advisors Transitions From Independent To Employee Model

04/15/2024

Blackstone's Apac wealth head says PE must look beyond leverage

Ed Huang, the $1tn alternatives manager's Apac wealth head, also hailed the 'tremendous' opportunity in Japan and semi-liquid funds structures' resilience through market turbulence.

04/15/2024

Ruffer eyes job cuts as ‘down year’ hits hard

The company told the Financial Times that it had been “making changes needed to best serve existing and new clients in a fast-evolving industry landscape”.

04/15/2024

Proposed non-dom changes put HNW global mobility in the spotlight

Proposed changes to the UK’s non-dom tax rules as part of the latest UK budget have raised the issue of where families of great wealth choose to call home, writes Robert Moore, Director – UK at Jersey Finance

04/15/2024

GAM tech fund outsources management to Liontrust

The fund’s manager Mark Hawtin has agreed to join Liontrust.

04/15/2024

Third Financial reinforces commitment to HNW wealth market with latest signing

Third’s wealth platform is already providing Mountstone with new capabilities and efficiencies following a seamless migration of assets from its previous provider.

04/15/2024

BlackRock reworks soft-close limit on Swiss mid-cap fund

Asset management giant has upped the daily limit imposed at the end of last year.

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Stonehage Fleming emphasises time, patience and discipline for successful investing

04-09-2026

Temenos announces completion of its second 2025 share buyback program

04-09-2026

Royal London Asset Management hires Brooks Macdonald’s head of business development

04-08-2026

Citi sets aggressive targets for bankers in wealth management unit

04-07-2026

$2.4B UBS breakaways launches Evertern Wealth to target UHNW families with family office model

04-08-2026

Family offices embrace AI for operations but hold back on investment

04-07-2026

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04-07-2026

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04-07-2026

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04-10-2026

To Tax the Ultra-Rich, We Need to Go After Their Wealth—Not Just Income

04-10-2026

Private banking for a new generation: How millennials approach wealth in the UK

04-10-2026

Investors need to rethink the "factor" approach

04-10-2026

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

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Is the AI boom bursting wealth management’s bubble?

04-10-2026

Crypto Finance, AMINA, and Incore Bank Complete Second-Phase Payment Infrastructure Pilot on Google Cloud Universal Ledger for Instant Account-to-Account Transfers

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

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