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Wealth and Asset Management

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.

03/05/2025

Canaccord Wealth expands international footprint with Middle East office

SEO Richard Burden has 30 years’ experience working across Middle East and recently re-located to Dubai

03/05/2025

Liz Miller on leading wealth management’s future

Hot List honoree Liz Miller shares insights on leadership, holistic planning, and industry change.

03/04/2025

Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada

The firm has built a reputation for delivering sound advice and quality investment counsel to high-net-worth clients.

03/04/2025

Quilter Cheviot launches International MPS on the Morningstar Wealth Platform with ‘Building Blocks’ approach

These funds are designed to create optimal investment exposures for each MPS strategy.

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05-23-2025

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05-27-2025

Kiplinger Readers' Choice Awards 2025: Wealth Management Services

05-27-2025

Former Julius Baer CEO returns

05-27-2025

Tim Denton of Habib Bank AG Zurich: The UAE’s Ascent as a Global Wealth Structuring Hub

05-27-2025

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