10/06/2025
OCBC launches upskilling programme for mortgage specialists
They can now advise home loan customers on investments and insurance.
Wealth and Asset Management
10/06/2025
Partners Group paints upbeat picture of private markets, up to a point
But extraneous factors, including the so-called great rotation, look likely to have a major effect on developments.
10/06/2025
How Wealth Managers Add Value Beyond Investment Returns
The greatest benefits of wealth management come from holistic, integrated financial planning.
10/06/2025
Josh Brown's RIA keeps growing at $1 billion a year (on average) -- with a radically organic business model --and could supercharge its mass affluent pipeline by using Altruist to power revamped FutureAdvisor (aka Good Advice)
Ritholtz Wealth was two guys, two blogs and a few hundred million under management but it just hit $6 billion, up from $2.8 billion in 2022, with zero outside capital and only one M&A deal for FutureAdvisor)
10/06/2025
BNP Paribas completes the acquisition of HSBC private banking activities in Germany
This acquisition marks a major milestone in the development and growth journey of BNP Paribas Wealth Management in Europe.
10/06/2025
5 reasons to increase allocations to hedge funds, according to a BlackRock investment strategist
The case for hedge funds is stronger now than for years, and with skilled managers producing more alpha in the current environment, it makes sense to increase allocations, argues BlackRock experts
10/06/2025
Standard Chartered raises over USD3 billion in Signature CIO Funds AUM on 3-year anniversary
Further innovates to introduce Signature CIO Islamic Funds
10/06/2025
Wealth advisers reshape their tech stacks
With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements
10/06/2025
CIMB launches first bespoke wealth management portal, digitalising its wealth management solutions
The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”).
10/06/2025
Wealth.com joins Osaic to power estate planning
The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.
10/06/2025
How Pictet Claimed the Crown in Thematic Investing
Construction cranes rise over the compound, where Pictet is adding several new stories to its main building.
10/03/2025
HLB Private Bank Elevates Private Wealth Proposition, Focuses on Stewarding Inter-Generational Legacy and Wealth Transfer
This emphasis on comprehensive, responsible legacy stewardship is especially salient as Asia stands at the center of the largest wealth transfer in human history, with an estimated $5.8 trillion slated to change hands.
10/03/2025
The importance of culture
These are the kinds of companies that we believe are more likely to perform well over the long term.
10/03/2025
SEI Announces Strategic Partnership with Graphene
SEI Wealth Platform to Drive Growth for U.K. Wealth Infrastructure Provider, Strategic Investment Opens Access to Different Part of Market
10/03/2025
Hawksford maintains European expansion with United Group acquisitions in Luxembourg and Malta
The latest acquisitions represent another key step in strengthening Hawksford’s European footprint, expanding its proposition in Luxembourg, while also adding a new operation in Malta.
10/03/2025
RBC Wealth Management: Scaling Global Trust with Local Precision in Asia
In conversation with Hubbis, Azim unpacks how a Canadian heritage, a global platform, and selective growth are converging to shape RBC’s value proposition in Asia’s private banking arena.
10/03/2025
Going beyond traditional wealth management is in demand says JPMorgan Private Bank
William Sinclair tells InvestmentNews about the bank’s new lifestyle offering
10/03/2025
Data concerns over corporate bonds flagged by wealth managers
Corporate bonds clearly remain a core part of client portfolios
10/03/2025
Multi-Family Office Rebrands Under New Name
Novum sets itself apart from traditional wealth managers: the company operates with an open architecture, in which client advisors hold a stake in the firm’s success.
10/02/2025
Private equity firm buys key stake in wealth manager to start buy-and-build programme
It will lead to a buy-and-build programme that will extend Equilibrium’s offer nationwide.