Managers of Wealth

Why HSBC Asset Management’s Nicolas Moreau isn’t done with Asia

The boss of the bank’s fund arm relishes being based in Hong Kong and still has unfinished business in the region

Amova Asset Management Strengthens Asian Footprint with Controlling Stake in AHAM Capital

The firm serves a diversified client base spanning retail and mass affluent investors, corporates, government-linked entities, and institutional clients, and ranks among Malaysia’s three largest asset managers.

Bernicke Wealth Management Opens New Office in De Pere, Wisconsin

This expansion marks the firm’s fourth location and reflects continued growth driven by increasing demand for comprehensive wealth management services.

Financial advisor takes the plunge into the city on the Rhone River

Pensexpert, a provider specializing in individual pension solutions, is opening an office in Geneva at Cours des Bastions, thereby strengthening its presence in western Switzerland.

High-Net-Worth Risk Appetite Drops as Some Regions Show Stabilization

Seventy-seven percent of respondents to HUB’s private client outlook survey said that they’ve struggled to secure adequate property insurance for their homes.

Bank One earns triple international recognition for Small and Medium Enterprises (SME), Private Banking and Custody excellence

These accolades position Bank One as a trusted partner to a wide spectrum of clients, from small businesses powering local growth to high-net-worth individuals and institutional investors operating across complex markets.

Tax and Wealth Management: Comprehensive Guide to Effective Tax Management Services

This guide outlines professional approaches to tax management services, capital tax management, tax risk management, and integrated wealth planning.

Private markets in 2026: M&A and wealth to continue driving growth

Private markets have taken a central role in global asset management and 2026 will see greater momentum behind the expansion of this market in the wealth space.

One in and one out on Schroders £13bn value team

Andrew Williams is leaving after 15 years, while Schroders veteran Simon Corcoran has been added to the firm's value franchise.

UBS Group AG: How a Global Wealth Engine Is Re?Architecting Big-Bank Banking

It is a tightly orchestrated platform of wealth management, investment banking, asset management, and retail banking services wrapped in one global brand.

Meeting the evolving needs of high net worth borrowers

Income streams can be diverse and often fluctuate year to year, from dividends, carried interest, rental income, or business profits.

Wealth Enhancement expands with addition of Ascent Private Wealth

Ascent manages over $240m in client assets and has a team of two advisers and one support staff.

Debate Intensifies Over Proposed California Wealth Tax as Some Billionaires Reportedly Leave State

The one-time emergency billionaire tax has been proposed in the name of saving healthcare

The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan

The wealth management firm found that exercise, consistency, and waking up early are also top contributors to long-term success.

Portfolio managers of three GAM-managed special situations funds publish open letter on Yutaka Giken tender offer

Albert Saporta and Randel Freeman call for full transparency on the fairness analysis and a materially improved price to protect minority shareholders

UK Wealth Management Industry Report 2025: Investor Insight, Resident Savings and Investments, Digital Disruptors, Recent Deals

The UK wealth market offers opportunities in retail savings and investments, with a focus on affluent segments holding significant liquid assets.

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Wealth and Asset Management