07/08/2025
UBS Asset Management launches first active ETF
The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.
Wealth and Asset Management
07/08/2025
Zurich independent asset manager crosses the Limmat
Dara Capital relocates 11 minutes across the Limmat.
07/07/2025
«Reputation, Trust, And Presence Matter as Much as Investment Returns»
Clients are increasingly sophisticated—demanding institutional-quality advice, global access, and rigorous due diligence.
07/07/2025
Schroders launches Global Digital Assets Centre of Excellence in Singapore
Singapore. It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.
07/07/2025
Navigating Uncertainty: How Maybank is Positioning for Wealth Leadership Across ASEAN and Beyond
In this conversation, he shares how Maybank is building a differentiated wealth proposition that speaks directly to this new era of caution, agility, and long-term trust.
07/07/2025
BOS implements bank-wide investment process overhaul
Bank of Singapore has developed a new strategic asset allocation framework that will underpin the management of its funds and discretionary portfolio management service.
07/07/2025
‘Know your limits’, wealth managers tell fund sales forces
Wealth managers say partnerships with fund houses are shifting away from being purely transactional and the way to earn trust is through understanding limitations.
07/07/2025
Finalists for the Australian Wealth Management Awards revealed
The finalists for the Australian Wealth Management Awards 2025 have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth sector.
07/07/2025
How DBS Turns Insight Into Impact For Wealth Clients
It wasn’t a fluke.
07/07/2025
Shake-up of financial advice rules could trigger more wealth deals
If clients can accept more impersonal support, the FCA’s plans will transform the market
07/07/2025
Ray Ang: «This is the New Playbook for Wealth Succession»
More than just a numerical shift, this wealth transition is reshaping the very fabric of wealth succession in a region where family businesses represent the backbone of the economy.
07/07/2025
What private banks' alts teams look like and how they're expanding
Private markets is the hot area for expanding teams. See where the big banks are investing in headcount.
07/04/2025
Banque Internationale à Luxembourg opens private banking branch in Paris
The Paris branch will serve private clients including wealthy families, entrepreneurs and family offices domiciled in France.
07/04/2025
Charles Stanley changes registered name to Raymond James WM
The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.
07/04/2025
Hong Leong Bank sets up new HNW unit
The new unit involves an internal rejig that looks to leverage the bank's corporate and business division.
07/04/2025
Raiffeisen Entrepreneur Center (RUZ) is being transformed into a competence center for business succession
The Competence Center will support companies in the development and implementation of succession solutions – in close cooperation with the Raiffeisen banks and the regional corporate client centers.
07/04/2025
Rethink Perspectives: how should investors respond to the rise of a new world order?
What kind of world is emerging?
07/04/2025
Peregrine Wealth marks 25 years of ‘Offshore Investment Expertise’
The fund was structured as a Guernsey-based Fund-of-Funds and marked a significant milestone in the company’s global expansion.
07/04/2025
BBVA channeled €27 billion into the sustainable business of its emerging markets in 2024
Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.
07/04/2025
Build wealth with tailored advice from the experts at TrinityBridge
TrinityBridge has sharpened its focus on delivering integrated wealth management, as competitors move toward off-the-shelf, one-size-fits-all financial products.