Wealth and Asset Management

15480 articles found

Wealth and Asset Management

Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management

Exploring how firms can scale efficiently while building resilience in a rapidly evolving market.   At Objectway’s recent OWIN26 customer conference, The Wealth Mosaic’s founder Stephen Wall hosted a panel that brought together professionals from across the industry to examine a central tension facing managers of wealth organisations today – how to deliver both operational […]
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Wealth and Asset Management

Factory Capital targets athletes and creators with institutional wealth management launch

The significant wealth generated by high achievers in sports and entertainment is a rich client base for specialized firms. And now there’s a new one.   Factory Holdings has launched Factory Capital, an SEC-registered wealth management division aimed at athletes, entertainers, entrepreneurs and creators; a client base whose financial complexity increasingly stretches well beyond traditional […]
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Wealth and Asset Management

ZA Bank partners with Industrial Bank to launch cross-border wealth management scheme

ZA Bank has announced its official partnership with Industrial Bank to launch the Cross-boundary Wealth Management Connect Southbound Scheme (the "Southbound Scheme"), marking a milestone as the first digital bank in Hong Kong to provide this service.   Eligible investors from the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) in the Chinese Mainland can first complete […]
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Wealth and Asset Management

Morgan Stanley’s Christina Au-Yeung: Avoid market complacency and unintended concentration

In the fourth of our series of exclusive gatekeeper interviews, FSA speaks with Christina Au-Yeung, head of investment management services, Morgan Stanley Private Wealth Management Asia.   Christina is head of investment management services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, […]
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Wealth and Asset Management

EastWest Bank expands wealth management services for high-net-worth clients

EastWest Banking Corp. has launched an enhanced priority banking experience for high-net-worth clients, expanding its wealth management and advisory services to help them navigate shifting market conditions.   The bank said the new experience provides clients access to a range of investment and wealth solutions, including bonds, unit investment trust funds, equities, specialized investment options, […]
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Wealth and Asset Management

Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service

Foundation for Financial Planning has announced the release of a new Pro Bono in Practice firm case study featuring Morgan Stanley Wealth Management-the first in the series to spotlight how the largest wealth manager in the world is engaging its advisors in pro bono service at scale.   The case study provides a behind-the-scenes look […]
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Wealth and Asset Management

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

U.S. adds 736,000 new millionaires — more than any other market — to reach 8.7 million Ultra-high-net-worth individual population expands 9.4%, the fastest-growing wealth segment for second consecutive year Most HNWIs (88%) work with multiple wealth management firms specifically to access better alternative investment opportunities Three-in-four advisors want AI to automate routine work so they […]
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Wealth and Asset Management

Finalists Announced for the 2026 Wealth Management Industry Awards

The finalists for the 2026 Wealth Management Industry Awards were announced today, recognizing the firms, executives and organizations driving innovation and excellence across the wealth management industry.   Now in its 12th year, the Wealth Management Industry Awards — widely known as the "Wealthies" — spotlights the companies and leaders shaping the future of financial […]
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Wealth and Asset Management

UBS AM: Managing the ‘disconnect between the macro and micro’

A key theme in global capital markets has been the disparity between macroeconomic challenges and sector-specific growth, notably in AI. Despite persistent macro risks, such as the US-Iran war, threats to oil supplies, inflation, rising government fiscal deficits, and rate volatility, some sectors continue to outperform.   “This disconnect highlights the need for diversification and […]
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