Wealth and Asset Management

15137 articles found

Wealth and Asset Management

Citizens Expands Leadership Across Wealth and Private Bank to Enhance Client Experience

Underscoring the firm's continued investment in serving high- and ultra-high-net-worth clients, Citizens has announced the addition of two strategic hires: Joe Roberts as Head of Family Office Solutions within Citizens Wealth and Adam Devlin as Head of Platform Transformation across Citizens Private Bank and Citizens Wealth.    Together, these appointments reflect Citizens' broader strategy to […]
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Wealth and Asset Management

2,314 Merrill Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisor Lists, more than Any Other Firm

Key points 2,314 advisors recognized on the 2026 Forbes Best-in-State Wealth Advisors list, more than any other firm. 59 Merrill advisors recognized on the 2026 Forbes America's Top Wealth Advisors list. Merrill Private Wealth Advisor Jeff Erdmann ranks #1 overall on Forbes' 2026 America's Top Wealth Advisors list. Forbes recognized Merrill Wealth Management advisors across […]
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Wealth and Asset Management

Quilter Cheviot sets out stewardship activity across Sustainable Opportunities Funds

Quilter Cheviot has published details of its stewardship activity across the Sustainable Opportunities Balanced and Sustainable Opportunities Growth Funds, including engagement work and voting outcomes during 2025.   As part of its active ownership approach, Quilter Cheviot engaged with companies and investment trusts (both held or considered for holding) within the Sustainable Opportunities Funds, focusing […]
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Wealth and Asset Management

Morgan Stanley Investment Management Introduces Wealth Education Center

Morgan Stanley Investment Management has announced the launch of the Wealth Education Center, a centralized education platform designed to help financial advisors translate growing market, tax and investment complexity into clear, practical guidance for their clients.   “Advisors face a growing challenge as financial markets, products and tax considerations become more interconnected,” said Ben Huneke, […]
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Wealth and Asset Management

Burgan Bank wins ‘Best for High-Net-Worth’ award

Reinforcing its position as a trusted wealth management partner for Kuwait’s high-net-worth clients, Burgan Bank announced that it has been awarded “Best for High-Net-Worth (HNW) in Kuwait” at Euromoney’s Private Banking Awards 2026.    This latest honor reflects the Bank’s growing Private Banking and Wealth Management proposition, strong client service model, and continued investment in […]
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Wealth and Asset Management

From fragmentation to framework: why insurance-based wealth solutions are anchoring Asia’s wealth planning

Peter Tung, Tax and Legal Counsel – Asia at Utmost, a leading global provider of insurance- based wealth solutions.   Asia’s private wealth continues to expand at an unprecedented pace. Driven by China, India and SouthEast Asia, total private wealth in the region is projected to reach USD 99 trillion by 2029.   At the same time, […]
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Wealth and Asset Management

HSBC Holdings plc 1Q 2026 Earnings Release

Georges Elhedery, Group CEO, said: “We continued to make positive progress in creating a simple, more agile, growing HSBC. Each of our four businesses contributed to firm-wide revenue growth and each delivered an annualised RoTE in excess of 17%, excluding notable items.    In periods of greater uncertainty, customers turn to us more as their […]
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