Managers of Wealth

‘Know your limits’, wealth managers tell fund sales forces

Wealth managers say partnerships with fund houses are shifting away from being purely transactional and the way to earn trust is through understanding limitations.

Finalists for the Australian Wealth Management Awards revealed

The finalists for the Australian Wealth Management Awards 2025 have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth sector.

How DBS Turns Insight Into Impact For Wealth Clients

It wasn’t a fluke.

Shake-up of financial advice rules could trigger more wealth deals

If clients can accept more impersonal support, the FCA’s plans will transform the market

Ray Ang: «This is the New Playbook for Wealth Succession»

More than just a numerical shift, this wealth transition is reshaping the very fabric of wealth succession in a region where family businesses represent the backbone of the economy.

What private banks' alts teams look like and how they're expanding

Private markets is the hot area for expanding teams. See where the big banks are investing in headcount.

Banque Internationale à Luxembourg opens private banking branch in Paris

The Paris branch will serve private clients including wealthy families, entrepreneurs and family offices domiciled in France.

Charles Stanley changes registered name to Raymond James WM

The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.

Hong Leong Bank sets up new HNW unit

The new unit involves an internal rejig that looks to leverage the bank's corporate and business division.

Raiffeisen Entrepreneur Center (RUZ) is being transformed into a competence center for business succession

The Competence Center will support companies in the development and implementation of succession solutions – in close cooperation with the Raiffeisen banks and the regional corporate client centers.

Rethink Perspectives: how should investors respond to the rise of a new world order?

What kind of world is emerging?

Peregrine Wealth marks 25 years of ‘Offshore Investment Expertise’

The fund was structured as a Guernsey-based Fund-of-Funds and marked a significant milestone in the company’s global expansion.

BBVA channeled €27 billion into the sustainable business of its emerging markets in 2024

Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.

Build wealth with tailored advice from the experts at TrinityBridge

TrinityBridge has sharpened its focus on delivering integrated wealth management, as competitors move toward off-the-shelf, one-size-fits-all financial products.

BOS Launches New Asset Allocation Framework

This framework was developed by the Singapore private bank’s chief investment office after a year-long study and stress testing of 120,000 portfolios.

KKR says wealth investors shouldn’t be ‘blinded’ by secondaries returns

The buyout giant responds to controversy over evergreen funds presenting secondaries discounts as portfolio returns.

Redemption of UBS Group AG senior unsecured notes and additional tier 1 instrument

The last trading day of the Senior Notes will be 11 July 2025.

Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer

The chair of the summit shares insights, ranging from next-gen leadership and gender diversity to wealth tech and sustainability

Shackleton adds £900m AUM with Chetwood Group acquisition

This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn.

Pictet prepares for third ‘gilded age’ of philanthropic giving

Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation

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Wealth and Asset Management