How Wealth Managers Add Value Beyond Investment Returns
The greatest benefits of wealth management come from holistic, integrated financial planning.
Wealth and Asset Management
14936 articles found
BNP Paribas completes the acquisition of HSBC private banking activities in Germany
This acquisition marks a major milestone in the development and growth journey of BNP Paribas Wealth Management in Europe.
5 reasons to increase allocations to hedge funds, according to a BlackRock investment strategist
The case for hedge funds is stronger now than for years, and with skilled managers producing more alpha in the current environment, it makes sense to increase allocations, argues BlackRock experts
Standard Chartered raises over USD3 billion in Signature CIO Funds AUM on 3-year anniversary
Further innovates to introduce Signature CIO Islamic Funds
Wealth advisers reshape their tech stacks
With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements
CIMB launches first bespoke wealth management portal, digitalising its wealth management solutions
The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”).
Wealth.com joins Osaic to power estate planning
The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.
How Pictet Claimed the Crown in Thematic Investing
Construction cranes rise over the compound, where Pictet is adding several new stories to its main building.
HLB Private Bank Elevates Private Wealth Proposition, Focuses on Stewarding Inter-Generational Legacy and Wealth Transfer
This emphasis on comprehensive, responsible legacy stewardship is especially salient as Asia stands at the center of the largest wealth transfer in human history, with an estimated $5.8 trillion slated to change hands.
SEI Announces Strategic Partnership with Graphene
SEI Wealth Platform to Drive Growth for U.K. Wealth Infrastructure Provider, Strategic Investment Opens Access to Different Part of Market
Hawksford maintains European expansion with United Group acquisitions in Luxembourg and Malta
The latest acquisitions represent another key step in strengthening Hawksford’s European footprint, expanding its proposition in Luxembourg, while also adding a new operation in Malta.
The importance of culture
These are the kinds of companies that we believe are more likely to perform well over the long term.