Managers of Wealth

Asia wealth firms target doubling of assets under management to US$260 trillion by 2026

About 11 per cent of Asian high-net-worth clients’ assets are currently invested outside their home markets

Amundi launches two multi-asset funds in Thailand

Amundi and Kasikorn Asset Management have raised €153m following the launch of two multi-asset funds.

Ellevest’s Sallie Krawcheck: Looking at the ‘great wealth transfer’ through a gender lens

The industry overlooks the gender lens at its peril: women are expected to gain control of most of that wealth

Presentation of the 2024 half-year results for the Julius Baer Group

Julius Baer is now regaining its momentum.

Bellevue Group reports net profit

Half-year results for 2024

Wealth management is rife with conflicts of interest. Fee-based investment is the way forward

The challenge lies with the need for consumers to distinguish the services worth paying for.

Alternative Assets: Objectway Client Portal Debuts with Sagitta Sgr

The new tool developed by Objectway

Credent Wealth Management to Accelerate Growth with Capital Infusion from Crestline Investors

Investment to Drive Further M&A Activity and Growth for the Leading RIA

DBS partners BlackRock for exclusive bond fund launch

The three-year bond fund, only open to DBS and POSB customers, will look to deliver a higher income than cash through holding a portfolio of short-dated investment grade bonds run by BlackRock.

UBS to sell the Credit Suisse Insurance Linked Strategies Ltd business to its management team

Upon closing, CSILS will operate independently from UBS under a new name and will continue to manage the funds and single investor fund mandates.

Morningstar: UBS’ Wealth, AM Profit Share to Rise

Already dominant businesses within UBS, wealth and asset management are forecasted to become even greater profit contributors following the integration with Credit Suisse.

Banque Havilland Faces License Revocation

Little is currently known about the reasons for the imminent license revocation.

EFG International Record profit

All of EFG’s business regions recorded net inflows, and the new CROs who joined EFG since 2022 made a significant contribution of CHF 4.5 billion to net new assets.

Titan Wealth to acquire Dubai headquartered wealth manager AHR Group

The acquisition of AHR is Titan Wealth’s first international deal

Act global, think central Switzerland – interview with Marco Arnold

This means Bank Lombard Odier is and will remain, a safe haven for its clients' wealth management and investment business.

Deutsche Bank reports first-half 2024 profit before tax of € 2.4 billion; € 3.8 billion excluding Postbank takeover litigation provision

These results reflect Deutsche Bank’s operating strength. In the first half year our underlying profitability was the highest since 2011, which demonstrates the success of our strategic execution.

1
2
3
…
115
116
117
118
119
120
121
122
123
124
125
…
1520
1521
1522

Wealth and Asset Management