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Wealth and Asset Management

03/07/2025

Brickwood Asset Management Selects Northern Trust for Asset Servicing Solutions

Chosen by UK Boutique Manager as Single Strategic Provider for Front-to-Back Office Solutions

03/07/2025

Working with wealthy women: tips from some of the industry's female trailblazers

As more women control greater wealth, their importance to the industry is clear.

03/07/2025

CI Wealth adopts Conquest’s AI financial planning platform

The partnership equips CI Wealth advisors with tools for personalised financial advice.

03/07/2025

AIB GROUP PLC 2024 Annual Results

AIB announces profit after tax of €2.35 billion and total distributions of €2.6 billion

03/07/2025

The future of wealth: empowering women’s financial rise

As their influence expands, the wealth management industry must evolve its services to match their distinct investment behaviours, priorities and aspirations.

03/07/2025

Six in ten financially worse off despite rise in household wealth

Seven in ten whose situation has worsened say the cost of living has impacted their ability to manage their money (71%).

03/06/2025

Singapore’s DBS courts rich Chinese with wealth manager hiring spree

Expansion comes as other banks grow wary of customers from China after S$3bn money-laundering scandal

03/06/2025

Standard Chartered to Launch Sixth Wealth Center in Hong Kong

The bank has been expanding its network of cross-border wealth management centers, with existing locations in Taiwan and Shanghai

03/06/2025

Schroders Strategy Update and Annual Results 2024

Returning to profitable growth

03/06/2025

AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora

Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world

03/06/2025

Amount SJP advisers owe in business loans increases to £805mn

But at the end of 2024, £81.6mn of those loans were impaired - an increase of 62 per cent on the previous year.

03/06/2025

Partners Group to acquire Australian data center provider, GreenSquareDC

GreenSquareDC recently acquired its first site in Sydney

03/06/2025

World class: Supporting International Families With UK Interests

Alex says such sweeping changes make now a particularly important time to get the right team of specialists around you.

03/05/2025

IWD: What's the gender split at private banks in Asia?

Citywire Asia reveals the ratio of women to men at relationship manager, investment professional and senior management levels, showing female representation at several private banks in the region.

03/05/2025

Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series

Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers

03/05/2025

HSBC Shifts UK CEO to Customer and Culture Director

HSBC has appointed Ian Stuart as group customer and culture director

03/05/2025

Quilter reports a 17% increase in adjusted profit to £196 million and a two-percentage point improvement in operating margin to 29%

These results demonstrate the benefit of our scale dual-distribution model which has made us the UK’s largest and fastest growing retail advised platform provider.

03/05/2025

Knight Frank: Asia to Drive Half of HNWI Creation

The report projects that the region will account for 47.5 percent of all HNWIs created between 2025 and 2028.

03/05/2025

Citigroup almost sent $6 billion to wealth account in copy-paste error, Bloomberg reports

The wealth division's near-miss was reported to regulators and the company has since set up a tool to help vet large, anomalous payments and transfers, according to the report.

03/05/2025

Staying ahead in Wealth Management: A Conversation with Jos Martens, Sales & Business Development Director

This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.

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BCGE: An unprecedented half-year performance

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