06/05/2025
The funds leverage the expertise of Lombard Odier, a globally renowned private bank and asset manager, as the strategic alliance partner of Hong Leong Bank and target fund manager.
06/05/2025
In addition, the Private Bank was named Best Private Bank for Succession Planning in the Americas for the second year.
06/05/2025
The tie-up reflects the wealth manager’s deepening support for athletes in the sports sector as part of a wider mission to embrace what’s next for individuals, their money and the wider world
06/05/2025
These appointments reflect that ambition—ensuring clients benefit from high-quality investment advice and sustained access to distinctive, forward-looking opportunities.
06/05/2025
And the rising star is the canton of Lucerne.
06/04/2025
Investors with a bias towards growth were back in the ascendency, with global growth stocks outperforming their value counterparts by around 6 percentage points.
06/04/2025
Nomination recognizes Lyceus Group’s strategic communications campaign for Clough Capital in the asset management space
06/04/2025
The Swiss wealth manager is doubling down on UAE expansion 20 years after opening in Dubai
06/04/2025
The firm said recovered funds can play a key role in helping clients bolster retirement savings, fund education, or reinvest in other financial goals.
06/04/2025
The financial world stands at a turning point.
06/04/2025
An inside look at the "Vontobel Method."
06/04/2025
Like many other investors and investment managers, Arbuthnot Latham has been seeking out diversification in recent months, as it noted correlated market volatility across many asset classes.
06/04/2025
New report reveals gaps in how advisors work with next-gen HNWIs.
06/04/2025
Bank’s year-long tussle with government will come to a head with proposals to be unveiled on Friday
06/04/2025
Strategic partnership empowers affiliates with modern estate planning tools for scalable, holistic wealth management
06/03/2025
This landmark Market Study unveils for the first time the size of the rapidly growing HNW international life insurance market.
06/03/2025
MillTech has experienced significant success in providing the investment community and global corporates with automated currency management and access to better FX rates.
06/03/2025
W1M manages over £21 billion in assets, placing it among the UK’s largest wealth managers.
06/03/2025
This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry.
06/03/2025
The Group further shares its strategic agenda and priorities, and a new set of financial targets for the upcoming three-year period commencing in 2026.