04/25/2025
Nomura Reports Fourth Quarter and Full Year Financial Results
Net revenue in the fourth quarter was 452.7 billion yen (US$3.0 billion), decreasing 10 percent quarter on quarter
Wealth and Asset Management
04/25/2025
Former Aberdeen veteran eyes headcount growth at crypto ETP firm 21Shares
Russell Barlow, who joined Switzerland-headquartered crypto assets specialist last year, says headcount could grow to around 100 by the end of the year
04/25/2025
The Global Financial Landscape: Emerging Trends in Wealth Management in Asia and Beyond
The rise of Asia and the Middle East as global wealth hubs have reshaped the financial landscape.
04/25/2025
Wealth managers forecasting gold will go to $5000
This has led some of the world’s top wealth managers to forecast further significant gains in gold and to advise clients to diversify out of US assets.
04/24/2025
HSBC: UHNWIs «Viewing This Pullback as an Opportunity»
Since peaking in February, the S&P 500 has been trending lower amid an escalating trade war under US President Donald Trump.
04/24/2025
Roy Lee of Leonteq: Elevating Structured Solutions for Independent Wealth Managers
Roy acknowledged that the independent wealth model has become increasingly central to Leonteq’s business in Asia, driven by growing demand for bespoke solutions and direct issuer access.
04/24/2025
Mesirow Wealth Advisors Recognized by Forbes as 2025 Best-in-State Wealth Advisors
Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.
04/24/2025
Vontobel 3-month 2025 trading update
In the first quarter of 2025, assets under management increased by CHF 6.0 billion to a total of CHF 235.1 billion compared to year end 2024.
04/24/2025
Bank Frick achieves good annual result of CHF 9.5 million
After two years of consistent realignment, investments in personnel and infrastructure remained at a high level.
04/24/2025
Swiss fund market: Uncertainty clouds the strong start
Despite the growing uncertainty in March, the Swiss fund market was still up 1.6% at the end of the month.
04/24/2025
St James’s Place: Assets slump as firm gears up for fee changes
Analysts had been expecting funds under management at St James’s Place to continue rising from £190.2 to £197bn, underestimating the impact that market performance would have on the firm.
04/24/2025
What does a 900-year-old monarchy bring to modern private banking?
LGT Group, the Liechtenstein princely family’s private bank and fund manager, stewards more than $650 billion of assets for banks, insurers, pension funds, family offices and rich folk.
04/24/2025
Broadridge Unveils Asset Manager Rankings in China
This AUM growth and brand improvement continued to fuel global managers’ momentum in China, with most seeing an uptick in their China Power Ranking scores
04/24/2025
Passing wealth: Julius Baer’s modern approach
Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.
04/24/2025
K2 Private Wealth debuts with bespoke advice and global expertise
The London-based advisory firm brings a fresh, client-focused approach to wealth management, co-founded by industry veterans.
04/24/2025
High net worth individuals view geopolitical risks as a direct threat to their wealth
A quarter (25%) of respondents identified trade policies, including tariffs and international disputes, as one of the biggest barriers to UK economic growth.
04/24/2025
BNP Paribas Group: Results as of 31 March 2025
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter of 2025.
04/24/2025
ARK Wealth Secures Two Prestigious Best Wealth Manager Awards
The wins come as Noah's ARK continues to expand its footprint cemented by a new overseas headquarters in Singapore
04/24/2025
British brothers worth $9 billion quit U.K. as wealth exodus grows
The move boosts the billionaire siblings’ ties to the French Riviera city-state where they have held major investments for more than a decade.
04/23/2025
The Private Credit Risk Management Question
Hedge fund gate provisions, strict private equity withdrawal limits, and venture capital redemption cycles are just some of the obstacles the average high-net-worth wealth management client faces.