Wealth and Asset Management

Wealth and Asset Management

Julius Baer bets China stocks to close gap on soaring HK shares

August 21, 2025

Hong Kong stocks’ strong rally this year has driven the premium mainland shares trade at to a record low, creating a trading opportunity, but not all investors are convinced.

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Wealth and Asset Management

Canaccord Genuity Group Inc. through its Australian operation announces acquisition of wilsons advisory

August 21, 2025

Agreement substantially increases the scale of the Company’s Australian wealth management business and establishes a strong platform for continued growth

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Wealth and Asset Management

Lombard Odier reports half-year 2025 results

August 21, 2025

First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.

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Wealth and Asset Management

Why it is not just high net worth individuals departing the UK

August 21, 2025

These people are also going away and these are actual UK taxpayers.

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Wealth and Asset Management

Sequoia Financial to buy wealth manager The Martin Worley Group

August 21, 2025

The acquired company managed assets worth $430m as of 30 June 2025.

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Wealth and Asset Management

Bank of East Asia profits rise as wealth business offsets bad property loans in Hong Kong

August 21, 2025

First-half net profit jumps 14 per cent to HK$2.41 billion (US$308.6 million), beating analyst expectations

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Wealth and Asset Management

Kaiser Partner Private Bank on Track for CHF 10 Billion

August 21, 2025

The most striking improvement came in interest income, which soared 62,5 percent to 6,6 million francs.

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Wealth and Asset Management

Merchant Invests In $4.2B Meridian Wealth with Aim to Fuel Growth

August 21, 2025

Merchant’s latest RIA investment comes after staking several wealth-adjacent firms in 2025.

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Wealth and Asset Management

Nomura hybrid bond fund hits $500m AuM

August 20, 2025

The milestone highlights how more investors are turning to corporate hybrid debt as a way to secure reliable income, especially at a time when the broader economic outlook remains uncertain.

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Wealth and Asset Management

HSBC Private Bank named as Official Event Partner of inaugural Rolex Switzerland Sail Grand Prix | Geneva

August 20, 2025

The event is set to take place across two action-packed days of racing and entertainment on Lake Geneva, September 20-21, 2025.

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Wealth and Asset Management

LPL Financial Welcomes Zarra Wealth Management

August 20, 2025

“With LPL, we now have access to a broader range of products, tools, technology, and support to elevate our practice and help clients.” - Christopher Zarra

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Wealth and Asset Management

The all-new HSBC Premier aims to grow your wealth, health, travel and international connectivity

August 20, 2025

Discover how the all-new HSBC Premier redefines banking for affluent Malaysians, with exclusive privileges spanning wealth growth, wellness benefits, travel rewards and seamless international access

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