Wealth and Asset Management

14936 articles found

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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Wealth and Asset Management

Partners Group expects solid net AuM growth for 2026 despite recent uncertainty around evergreen redemptions

Partners Group provides an update and transparency on expected assets under management ("AuM") growth in light of recent uncertainty around evergreen redemptions and the move in its share price on 3 June 2026.   As reported in Partners Group's interim business update in April 2026, the firm has continued to see strong fundraising momentum in […]
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Wealth and Asset Management

Private banking in Spain: raising the bar in a changing wealth landscape

key takeaways. Uncertainty is reshaping the standards of private banking. Rather than threatening growth, today’s volatile environment is reinforcing the value of experience, proximity and advice-led relationships Spain remains a strategic market for Lombard Odier’s independent model. As clients become more sophisticated and international in their outlook, demand is growing for bespoke wealth management built […]
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Wealth and Asset Management

Wealthspire’s Ground Control Business Management Acquires Arena Wealth

Wealthspire has announced that Ground Control Business Management (“Ground Control”), a division of Wealthspire, has acquired Arena Wealth, a business management firm serving professional golfers in the United Kingdom.   The transaction marks Ground Control’s second acquisition in the UK, following the acquisition of Clay GBP in October 2024, and adds an established team with […]
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