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Wealth and Asset Management

03/28/2024

Goldman Sachs Asset Management Wins Two United States 2024 LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

03/28/2024

Jumping outside the box; PWM joins Q Wealth's partnership model

How Q Wealth's strategic alliances with top advisories like PWM Private Wealth Counsel are setting new standards for independent wealth management

03/28/2024

J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans

Over 10 million customers are using Wealth Plan to take control of their financial future

03/28/2024

Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023

Strategic plan progress delivers strong, profitable growth

03/28/2024

Could it be time to change your wealth manager?

Most importantly, all this should be on your chosen terms.

03/28/2024

Geneva minnow is crowned best private bank in Switzerland

Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?

03/28/2024

UBS publishes Annual Report and Sustainability Report 2023

UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023

03/28/2024

Canaccord CEO: The ‘demonic’ private equity stereotype is changing

David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.

03/27/2024

Introducing our first Wealth Management Platform release of 2024

Once generated, the advisor can download the analysis as a PDF to share with your clients.

03/27/2024

Deutsche Bank repositions itself among the super-rich

Although there are relatively few clients in this segment, the business is highly profitable.

03/27/2024

FNB awarded Africa’s best international private bank

This is the second consecutive year FNB is receiving the award from Euromoney.

03/27/2024

GAM announces 2023 full year results, proposal to strengthen the balance sheet and strategic progress

GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.

03/27/2024

2023 Annual Results: Mirabaud announces results in line with its strategic ambitions and continues to Demonstrate Solidity

These annual results are in line with Mirabaud’s strategic ambitions, as it continues its investment cycle.

03/27/2024

UBS Group AG (UBS) and Apollo conclude investment management and transition services agreements as final step in carve-out of former Credit Suisse Securitized Products business, Atlas SP

As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.

03/27/2024

Euromoney Global Private Banking Awards 2024 LGT Wins Seven Awards

This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.

03/27/2024

Q2 2024 Investment Outlook – Tapping into opportunities in stocks and bonds

HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work

03/27/2024

JPMorgan bets on new wealth planning tool to draw investments

JPMorgan is the largest U.S. bank. But its wealth division, with 5,400 advisors and about $900 billion in assets under supervision, is smaller than competitors'.

03/27/2024

WealthTech’s new horizon: Catering to the Millennial and Gen Z investment wave

This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.

03/26/2024

JP Morgan Private Bank's head of China retires

The China head was with JP Morgan Private Bank for over eight years, and worked at Credit Suisse, HSBC and UBS before.

03/26/2024

How HSBC Global Private Banking is helping generations of wealthy families meet their succession planning goals

HSBC report suggests wealth preservation and its distribution to next generation is a prime objective among the wealthy

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Scottish high earners could save over £46,000 in income tax by living in England

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AXA Global Private: Supporting the growth of high-net-worth clients

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08-05-2026

The Business of Helping the Ultra-Wealthy Vanish From the Internet

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Advent to acquire FNZ Bank, a leading independent wealth management banking and infrastructure provider in Germany

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Waystone Awards

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International wealth insurance market expanding rapidly as sales rise 46% over past two years to £53.0bn in 2025

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