Managers of Wealth

JP Morgan AM and BOCHK tie up for high dividend share classes

The income share classes on two JP Morgan Asset Management funds will be exclusively available to Bank of China Hong Kong customers.

Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State list

Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.

Northern Trust Asset Management Receives 2025 LSEG Lipper Fund Award for Best Equity Large Fund Group

Based on Lipper's quantitative, proprietary methodology, the awards reflect an independent assessment of performance over a three-year period.

Morningstar UK Fund Awards 2025: The Winners Revealed

From 15 fund categories there could only be five winners - and only one overall best asset manager.

Lumin Wealth expands with RBS Associates mortgage acquisition

RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.

7IM reports platform assets gross inflows exceed £1bn

Net flows, over the same period, were the third highest ever reported by the business.

Wealthy families urged to invest for societal impact

Four critical areas — health, human rights, sustainability and gender equity — where private capital can play a pivotal role in driving meaningful change, are identified by the 2025 AlTi Global Social Progress Index.

Cathay United Bank Named "Best Wealth Management Bank in Taiwan" by The Asian Banker !

Earlier this year, the Bank was proud to announce that it had been named the "Best Wealth Management Bank in Taiwan" by The Asian Banker, an internationally-renowned financial journal.

StanChart opens fifth wealth centre in Hong Kong

The opening marks the bank's second wealth centre for affluent clients in Tsim Sha Tsui and fifth overall in the city.

Private bank CIOs shift strategies as market uncertainty grows

After two years of strong gains, driven by US mega-cap tech stocks, renewed volatility is prompting investors to rethink their strategies.

Edmond de Rothschild : 2024 Annual Results

In 2024, Edmond de Rothschild confirmed the strength of its business model, driven by its two core businesses private banking and asset management, across all regions.

Quilter WealthSelect reduces government bond exposure following successful ad hoc rebalance

With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.

Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium

Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.

11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes

One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.

The National Bank Eases Further

After that, most observers expected another small rate cut to follow in March.

Deutsche Bank and DWS launch private credit cooperation

As part of the cooperation, DWS will have preferred access to certain asset-based finance and direct lending opportunities originated by Deutsche Bank.

Citi Private Bank Launches Philanthropy Advisory Solutions in Asia

New philanthropy advisory solutions with two charity partners support rising client demand for philanthropy services

Advyzon powers Indivisible Partners wealth platform

Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options.

Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40

They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms.

1
2
3
…
83
84
85
86
87
88
89
90
91
92
93
…
1582
1583
1584

Wealth and Asset Management