03/24/2025
Pimfa WealthTech and Morningstar invita applications for AI TechSprint
Access to high-quality data, robust evaluation metrics, and seamless integration tools remains a barrier for many looking to leverage AI effectively.
Wealth and Asset Management
03/24/2025
Generali Asset Management’s Edoardo Del Bosco to speak at FundsTech Forum 2025
He also serves as vice president of the digital committee at Assogestioni, Italy’s asset management association, where he contributes to shaping the industry’s digital evolution.
03/24/2025
DWS and Deutsche Bank launch private credit cooperation
The partnership is agreed with Deutsche Bank as DWS seeks to accelerate growth in its alternatives franchise.
03/24/2025
Alpen Partners is one of Citywire Switzerland’s TOP 50 Independent Asset Managers 2025
Being included in this prestigious ranking highlights our expertise in navigating complex global markets while always putting our clients’ needs first.
03/24/2025
The ex-LGT Wealth duo trying to disrupt wealth management
Fintech wealth firm Cadro, set up by former LGT Wealth partners Nataša Williams and Jordan Buck, aims to overturn transparency problems within wealth management.
03/21/2025
Waverton celebrates double victory at the 2025 PAM Awards
Waverton was also shortlisted in two more performance categories for our Growth Portfolios and Total Wealth Planning - HNW.
03/21/2025
JP Morgan AM and BOCHK tie up for high dividend share classes
The income share classes on two JP Morgan Asset Management funds will be exclusively available to Bank of China Hong Kong customers.
03/21/2025
Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State list
Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.
03/21/2025
Northern Trust Asset Management Receives 2025 LSEG Lipper Fund Award for Best Equity Large Fund Group
Based on Lipper's quantitative, proprietary methodology, the awards reflect an independent assessment of performance over a three-year period.
03/21/2025
Morningstar UK Fund Awards 2025: The Winners Revealed
From 15 fund categories there could only be five winners - and only one overall best asset manager.
03/21/2025
Lumin Wealth expands with RBS Associates mortgage acquisition
RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.
03/21/2025
7IM reports platform assets gross inflows exceed £1bn
Net flows, over the same period, were the third highest ever reported by the business.
03/20/2025
Wealthy families urged to invest for societal impact
Four critical areas — health, human rights, sustainability and gender equity — where private capital can play a pivotal role in driving meaningful change, are identified by the 2025 AlTi Global Social Progress Index.
03/20/2025
Cathay United Bank Named "Best Wealth Management Bank in Taiwan" by The Asian Banker !
Earlier this year, the Bank was proud to announce that it had been named the "Best Wealth Management Bank in Taiwan" by The Asian Banker, an internationally-renowned financial journal.
03/20/2025
StanChart opens fifth wealth centre in Hong Kong
The opening marks the bank's second wealth centre for affluent clients in Tsim Sha Tsui and fifth overall in the city.
03/20/2025
Private bank CIOs shift strategies as market uncertainty grows
After two years of strong gains, driven by US mega-cap tech stocks, renewed volatility is prompting investors to rethink their strategies.
03/20/2025
Edmond de Rothschild : 2024 Annual Results
In 2024, Edmond de Rothschild confirmed the strength of its business model, driven by its two core businesses private banking and asset management, across all regions.
03/20/2025
Quilter WealthSelect reduces government bond exposure following successful ad hoc rebalance
With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.
03/20/2025
Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium
Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.
03/20/2025
11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.