Why Europe’s wealthiest families are heading to Hong Kong
The city’s forward-thinking approach means its appeal to global investors is more compelling than ever
Wealth and Asset Management
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Raymond James to acquire Clark Capital Management
Clark Capital offers a range of investment solutions including multi-asset-class portfolios, proprietary model portfolios, and mutual funds.
Swiss bank UBS closer to getting national bank charter for US franchise
UBS applied for a full banking licence in the United States in October in a bid to grow its wealth management business in the U.S., even as regulators in Switzerland have sought to limit its reach abroad.
Morgan Stanley Boasts Big Wealth Revenue Boosts, Mirroring Other Wirehouses
Morgan Stanley’s wealth division beat expectations and boasted both a quarterly and yearly double-digit net revenue boost.
AI boom in Europe: German banks are falling behind.
German banks risk falling behind their European counterparts.
Morningstar Appointed by PIMFA as New Sole Index Series Provider
Morningstar Indexes will manage the UK wealth management industry’s key benchmarks from March 2026.
Swiss private banks must compete on identity, not just reputation
With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key driver of long-term performance.
Partners Group delivers double-digit growth in 2025, in demanding market environment
For 2026, Partners Group anticipates USD 26-32 billion in gross new client demand through fundraising.
Record 2 million workers to earn six figures in new financial year, dragging more into £100,000 tax trap
This represents a 5.7% increase, or 112,000 people, on the current tax year’s estimate of 1.95 million and is up from 1.218 million in 2021/22.
Schroders Trading Update
The information in this release is unaudited and based on preliminary year-end reporting processes only and may therefore be subject to change.
HSBC Launches Wealth Academy in Singapore
The academy will collaborate with London Business School for advanced learning and, via a newly signed agreement, Singapore Airlines Academy for service excellence and client experience.
Standard Chartered champions the ideas shaping global business with FT Business Book of the Year Award and Bracken Prize partnership​
The FT Business Book of the Year Award celebrates the most compelling and relevant business writing of the year, providing insight into the issues shaping the world of work, finance, economics and global affairs