04/17/2025
Manulife Wealth introduces Unified Managed Account Program
The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.
Wealth and Asset Management
04/17/2025
South Africa: Unlock the power of connected wealth with Nedbank Private Wealth
Connected Wealth is ultimately about ensuring that wealth serves a greater purpose
04/17/2025
UBS executives: Wealth ‘referral awards’ don’t work
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
04/16/2025
Julius Baer Manager Leads New British Asset Manager in Geneva
The new asset manager is set to start operations in early 2025, upon its license approval by Finma.
04/16/2025
Citi wealth says 'strategy is working' as net new assets surge
The division reported a 489% surge in its new investment assets in the fourth quarter.
04/16/2025
Five Arrows announces final close for sixth secondaries fund at €2 billion, materially surpassing its target
This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.
04/16/2025
CITI First Quarter 2025 Results and Key Metrics
Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified.
04/16/2025
Third Quarter FUMA Update
Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ended 31 March 2025 ("quarter" or "Q3").
04/16/2025
BTG Pactual acquires JGP’s wealth management arm
Deal adds R$18bn to bank’s multifamily office business, deepens consolidation strategy
04/16/2025
13 giant wealth management firms paid CEOs an average of $29M
Judging by the below rankings of CEO compensation across 13 of the biggest firms in the business, wealth management scored big for them last year.
04/16/2025
HSBC to offer anti-ageing treatments, medical check-ups at Hong Kong wealth centre
The wealth centre, which will open in the second half, is aimed at the growing silver economy, HSBC Life’s Daisy Tsang says
04/16/2025
Reid, Sherman named to Forbes list of Best-in-State Wealth Advisors
Reid Sherman Investment Group was also recognized by Forbes on the 2025 list of Best-In-State Wealth Management Teams.
04/16/2025
HSBC China unveils wealth centre in Hangzhou
The wealth centres have an average size of 1,800 sqm, and are upgraded from traditional branches.
04/16/2025
Standard Chartered launches sports investment fund for affluent clients
The fund will focus on opportunities within the sports, media, and entertainment sectors.
04/15/2025
BankDhofar introduces bespoke concierge service for private banking clients
Eligible private banking clients will be assigned a dedicated concierge manager, providing round-the-clock access, seven days a week
04/15/2025
Wealth titans stay cool in market storm as China, HK plays emerge
As markets sway, single-family offices remain unfazed and long-sighted, some sniffing out China’s private market opportunities.
04/15/2025
Benchmark buys remaining minority stake in £4 billion Oculus Wealth Management network
Oculus is a boutique advice network operating an IFA appointed representative model with 46 advisory firms.
04/15/2025
Steward Partners Applauds 23 Financial Advisors Recognized on Forbes | SHOOK 2025 Best-In-State Wealth Advisors List
The list is compiled by SHOOK Research and is based on a rigorous methodology that blends quantitative data with qualitative insights, including comprehensive interviews with firm-nominated candidates.
04/15/2025
Business Awards UK 2025 Wealth Management Awards Winners and Finalists Revealed
Business Awards UK congratulates all winners and finalists for their remarkable accomplishments and their ongoing commitment to delivering exceptional value to clients across the wealth management landscape.
04/15/2025
Quilter Cheviot and Quilter WealthSelect Managed Portfolio Services now available on AJ Bell’s Platform
By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.