Next generation of women enters wealth management, but revenue roles still dominated by men
Data shows younger women joining the industry while advisory power gaps remain wide.
Wealth and Asset Management
15248 articles found
Card spending grew just 1.0 per cent in February, while inflation and travel concerns dampen economic confidence
The most recent data also shows the immediate changes consumers are making to their spending and travel plans, with three in five concerned about the impact on their personal finances.
Monte dei Paschi and Mediobanca approve full merger plan
Mediobanca shareholders would receive 2.45 MPS shares for each Mediobanca share offered.
Apac wealth managers: Keep faith in alts
Wealth managers at Julius Baer, Morgan Stanley PWM and Nomura IWM analyse the benefits and risks of alternative investments.
Leading asset managers to join new Corastone platform as investors alongside Apollo, Franklin Templeton and KKR
This growing institutional participation builds on Corastone’s recent platform launch and comes as demand for private markets investments expands across investor types.
Amundi entrusted with a €350 million private markets multi-management mandate
Amundi manages this mandate leveraging the expertise of Amundi Alpha Associates, its private markets multi-management platform composed of a team of 80 experts with over €20 billion in assets under management.
Wealth’s new generation: HSBC’s Lavanya Chari on technology, trust and women shaping finance
Technology is widening access to investment advice, younger investors are entering markets earlier and affluent families are increasingly managing assets across borders.
Standard Chartered to expand private banking team in Singapore – report
This decision follows increased scrutiny on Chinese financial flows after money-laundering cases involving Chinese nationals.
Leonteq announces Board nominations and publishes agenda for the Annual General Meeting 2026
In addition, the Board of Directors has nominated Barbara Heller and Juerg Steiger as new independent members, subject to final regulatory approvals.
Wealth management pivot after a decade of family-raising was a smart move for UBS advisor
Melissa Dincher tells InvestmentNews why career-changer advisors have an advantage in the industry and the misconceptions she had before switching careers from law.
Caisse d’Épargne Côte d’Azur opens private banking arm in Monaco
The bank already operates in Monaco through corporate and real estate activities.
HSBC Hong Kong CEO sees global tensions, China tech growth drawing wealth to city
HSBC’s local unit gained nearly 2 million new customers in two years as global investors shift assets to Hong Kong