02/20/2025
Evergreen funds: the view from one of the world’s largest asset managers
JP Morgan Asset Management's Brandon Robinson on the rise of evergreen funds
Wealth and Asset Management
02/20/2025
Fidelity Unveils New ETF Model Portfolios for Wealth Managers
Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios
02/20/2025
Nikko Asset Management and Tikehau Capital announce the establishment of their joint venture Tikehau Amova Investment Management to drive private asset investments in Asia
Based in Singapore, Tikehau Amova Investment Management Pte. Ltd. was incorporated at the close of 2024. T
02/20/2025
JPMorgan Takes In $60 Billion From Rich Latin American Clients
Mexican clients account for $85 billion of the total.
02/20/2025
Thurgauer Kantonalbank with strong growth
The bank's operating performance is reflected in the business success of around 219 million francs.
02/20/2025
BKB Group: Strong annual result for 2024 thanks to broad-based growth
This positive business development is based on profitable and sustainable growth in the customer base - both in customer loans and customer deposits.
02/19/2025
UOB’s FY24 net profit rose 6% to record S$6.0 billion
S$3 billion package to return surplus capital
02/19/2025
Ark WM identifies a shift in China wealth management strategies
The core transformation is towards a forward-looking, value-driven approach.
02/19/2025
EFG International reports full-year 2024 results
Highest dividend ever with CHF 0.60 per share proposed for the financial year 2024, up 9% compared to 2023
02/19/2025
UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists
Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families.
02/19/2025
Marsh McLennan’s Mercer to Acquire SECOR Asset Management
As part of the agreement, SECOR’s more than 40 colleagues in New York and London will join Mercer upon completion of the transaction.
02/19/2025
HSBC Holdings plc Annual Results 2024
Each targeted action we are taking is designed to unlock HSBC’s full potential.
02/19/2025
Evelyn Partners ramps up partnership with Alfred Dunhill Padel Classic at The Hurlingham Club
Evelyn Partners has strengthened its commitment to event – one of the world’s finest celebrity pro-am padel tournaments – with a multi-year tie-up.
02/19/2025
Increase in the annual result for 2024 and the distribution to the canton
Operating profits rose to 236.5 million francs, an increase of 12.3 million francs.
02/19/2025
Charles Stanley eyes active ETFs for sustainable portfolios
Paris Jordan believes that active ETFs can align with the regulator’s sustainable investment regime.
02/18/2025
The Wealth Management Revolution: balancing innovation, efficiency, and client expectations
Success now depends on their ability to seamlessly integrate technology, elevate client experience, and maintain profitability.
02/18/2025
Charities Helping hospices to manage their income
Good financial management will see hospices setting aside some reserves to support future expenditure.
02/18/2025
Obwaldner Kantonalbank consolidates its market position with sustainable growth
Thanks to far-sighted cost discipline focused on strategic initiatives
02/18/2025
Swiss banking regulation is on the wrong track
The arguments are largely on the table
02/18/2025
Gulf wealth managers prepare for consolidation in 2025
The Gulf is the key jurisdiction to watch in 2025, leading this surge of M&A and consolidation.