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Wealth and Asset Management

04/02/2024

Quintet 2023 net profit rises to €46.9 million

“Overall financial performance was robust over a 12-month period when we strengthened the foundation of our firm to support sustained growth

04/02/2024

How Partners Group can help UHNWs can harness the power of private markets

With its long history of offering evergreen funds, Partners Group has unrivalled experience in educating and empowering UHNW investors

04/01/2024

Bank Nizwa named Top Bank for Wealth Management in Oman at Cambridge Islamic Funds Awards

Accepting the accolade on behalf of the bank were Mr. Mohamed AlGhassani, Deputy General Manager Retail Banking, and Mr. Faisal Adawi, Head of Wealth Management and Sales

04/01/2024

Coutts support the UK’s interactive entertainment sector through sponsorship of the London Games Festival for the third year in a row.

Coutts is one of the UK’s largest commercial and private bankers of interactive entertainment clients, with over 10 years specialised experience in the sector.

04/01/2024

Mind the Gap! The unfair distribution of wealth in Europe

The extent to which wealth is unevenly distributed varies considerably from country to country too

04/01/2024

Wealth Management Is a Risky Gold Rush for Banks

Catering to the rich offers high returns and room for growth, but it is not for every big lender

04/01/2024

Liechtenstein royal family-backed banking and asset management firm LGT says private equity has ‘good future’ in China

The most interesting investment opportunities in China are in sectors that will see growth triggered by climate change, such as energy and electric mobility, Prince Max says

04/01/2024

Stratos Wealth Advisors Welcomes $500 Million Reno Tahoe Wealth Management from RBC

Multi-Generational Family Team Chose Stratos to Develop Long-Term Growth Strategy

03/28/2024

Lombard Odier wins award for best European private bank at WealthBriefing 2024

These include the prestigious prize for Best Overall European Private Bank.

03/28/2024

Hywin Holdings Announces Strategic Business Transformation Plan

As part of the business transformation plan, Hywin is undertaking a structural reorganization plan

03/28/2024

Four reasons to consider global SMID caps in 2024

By diversifying across different market-cap tranches, investors can benefit from improved liquidity while maintaining strong EPS growth potential.

03/28/2024

Strong presence of Channel Islands in Citywealth Magic Circle Awards shortlist

The awards, now in their eighteenth year and regarded as the Oscars of the finance world, recognise the best wealth managers and advisors in the private wealth industry

03/28/2024

Capital Group: all Hong Kong HNWIs currently have large cash holdings

Capital Group's survey shows that 100% of Hong Kong high-net-worth investors currently have at least 10% of their portfolio held in cash.

03/28/2024

EFG’s Pradelli looks beyond Europe’s ‘old money’

EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.

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?

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Family offices amass $3.8bn SpaceX bet in boost for Musk

08-18-2026

VP Bank Names New Singapore Chief Risk Officer

08-18-2026

IHG and Harilela Group announce The Hari's three hotels will join luxury collection brand Vignette Collection

08-17-2026

VastAdvisor closes $1 million Safe round

08-18-2026

People Moves: Carson Hires Recruiter from Osaic for Indie Channel

08-20-2026

Kestra Financial Appoints Kelly Apple as Next Head of Wealth Management

08-19-2026

Family Office Bill Pay: An Advisor’s Guide to the Complexity Behind Cash and Expense Management

08-19-2026

LGT Wealth India Appoints Harsh Agarwal as Chief Investment Officer, Equities

08-19-2026

Bank of Singapore Hires Julius Baer Veteran

08-24-2026

Alipay+ Adds Hang Seng Bank as Cross-Border QR Network Expands

08-24-2026

UniSuper promotes new cohort amid adviser shortage

08-24-2026

For Gen Z, Building Wealth Is in the Stock Market, Not the Housing Market

08-24-2026

Barclays Private Bank Names Neil Cabral to Lead UAE Multi-Family Office and EAM Coverage

08-24-2026

Deutsche Bank to take space at YY London, Canary Wharf, from early 2028

08-24-2026

Temenos Named a Leader in Gartner® Magic Quadrant for Retail Core Banking Systems, Europe

08-24-2026

Northern Trust Expands Relationship with First Sentier Group to Support Irish Fund Structure

08-24-2026

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