08/11/2025
Ollie Grant private wealth selected as top wealth management practice to watch by IAOTP
Ollie Grant will be honored at the International Association of Top Businesses and IAOTP's annual awards gala in Las Vegas
Wealth and Asset Management
08/11/2025
BlackRock and Vanguard lead US ‘super league’ dominating Europe
Regional expansion by group of US-based asset managers far outstrips local sector’s growth
08/11/2025
Canaccord Genuity Group Inc. reports first quarter fiscal 2026 results
Excluding significantitems, quarterly earnings per common share of $0.13 (1) First quarter dividend of $0.085 per common share
08/11/2025
HSBC Adds UK Office Space in Canary Wharf
According to a separate memo, the British lender said that it will move staff into the new office from early 2027
08/11/2025
Wrise SG boss Teng seeking M&A targets amid recent activity
The external asset manager reported a strong double-digit jump in revenue over the last 12 months, benefiting from the group's increasingly diverse business mix.
08/11/2025
Julius Baer hosts sixth edition of next-gen event in Singapore
The Young Partners Asia programme featured entrepreneurs from Chiu Teng Group, FNA Group International and Far East Flora Market.
08/11/2025
Former Julius Baer veteran resurfaces at LGT Dubai
The banker is well known in the NRI circuit, where she has worked in several places including BNP Paribas.
08/11/2025
Revenues and profits grow at private equity-backed wealth management group
The company provides advice and services to the mass affluent and high-net-worth private client market in the UK, as well as to a number of companies.
08/11/2025
Rathbones James Kyle: A copy of WM 2017 magazine sits in my drawer
Citywire Wealth Manager headed to Newcastle and heard how an old issue of our magazine is providing inspiration for new Rathbones regional director James Kyle.
08/08/2025
Hong Kong Private Banks See 14% Growth, Hire 400 More Wealth Managers
Strong demand for wealth services drives expansion in assets, hiring, and office space, says HKMA chief
08/08/2025
Banque Havilland Monaco rebrands as Moncrief Private Bank after acquisition
The deal, approved by regulators in Monaco and France, brings new leadership but promises no disruption to client services.
08/08/2025
Bill and Melinda French Gates and Warren Buffett’s Giving Pledge after 15 years: Only 9 of the 256 billionaires actually followed through on giving away half their wealth
The pledge is a public, moral commitment rather than a legally binding contract; participants sign an open letter explaining their reasons for giving and can choose which causes and charities to support.
08/08/2025
Leonteq in Asia: Reshaping Structured Solutions for the Wealth Management Elite
As the firm unveils its newest collaboration with OCBC and looks ahead to 2026, Asian private banks, EAMs, and MFOs are taking note.
08/08/2025
Deutsche Bank PB’s June Wong on perfecting the art of lending in Asia
The German private bank has joined a growing cohort that offer art lending for increasingly sophisticated collectors in the region.
08/08/2025
Julius Baer: Sustainable Finance, Net Zero & Clean Energy
Beyond its role in managing hundreds of billions in assets, Julius Baer has also set an ambitious climate agenda, anchored in sustainability, energy transition and net zero goals.
08/08/2025
Evelyn Partners' Index MPS Range Celebrates Three-Year Anniversary with Strong Performance
The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits of active asset allocation with index-tracking funds to help cost-conscious investors navigate the markets
08/08/2025
Carlyle CEO: Wealth is 'in our power zone'
Carlyle CEO Harvey Schwartz says he's been spending a lot of time with advisors to understand what they need so the firm can build the right solutions for them.
08/08/2025
Ex-Credit Suisse yacht finance head launches new firm
Michel Buffat's new company, JetOcean Advisors, is based in canton Aargau.
08/08/2025
Partners Group Welcomes White House Executive Order Advocating for Inclusion of Private Markets Investments in Defined Contribution Pension Funds
Retirement industry research has shown the potential positive impact of private markets exposure on a DC plan participant's retirement income.
08/07/2025
RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors Best-In-State”
The ranking is based on interviews, professional credentials, advisor’s compliance records