Managers of Wealth

How should I invest in tech?

We think the adoption of AI will unlock value across a number of sectors.

Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population

This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.

Nikko Asset Management and Tikehau Capital Finalise Strategic Partnership in Asia

Includes distribution agreement, establishment of joint venture, and Nikko Asset Management acquiring an equity stake in Tikehau Capital

Should private banks keep or close their Hong Kong NRI desks?

With Hong Kong's NRI population dwarfed by those in Singapore and Dubai, private banks are rethinking their desks dedicated to the diaspora.

Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach

How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL

Andrea Solana Wins Prestigious Women in Wealth Award at Private Banking & Wealth Management London Awards 2024

This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.

Private Advisor Group Welcomes Delisanti Wealth Management

Private Advisor Group's multi-custodian offering was also a key factor in his decision to join.

Ping An Asset Management Up to No. 33 in Top 500 Asset Managers 2024

This is the fifth consecutive year PAAMC has been on the list, and fourth consecutive year in the top 50.

HSBC GPB’s Lina Lim: diversification is vital

This has given her a firm perspective on the needs of her clients across the wealth spectrum.

BankDhofar launches its private banking segment

It promises tailored solutions to nurture and grow wealth in a secure and prudent manner

AstroBank wins private banking award

The announcement noted that this marks the second consecutive year the bank has received this accolade.

Swiss private banks’ M&As hit historic low

Many private banks have focused on relationship manager hires.

Singapore retains spot as costliest city for high-net-worth individuals to live well: report

But the Asia-Pacific region is no longer the most expensive due to falling prices in some cities

Why we need to talk more about the SNB balance sheet

The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.

Financial advisers should prepare for ‘surge in new clients’

Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.

Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities

Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index

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Wealth and Asset Management