Managers of Wealth

HSBC opens wealth centre on 99th floor of ICC, in boost to Hong Kong's weak office market

The centre is located on the 99th floor of the ICC and it is HSBC's largest wealth management office globally.

Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice

The firm has built a tiered service model to meet clients wherever they are in their financial journey — from first paychecks to complex estates — and engaged Altruist as a partner whose technology could support that vision at scale.

Envestnet announces five-year strategic roadmap,marked by investments in research & development client support and AI

Vision To Reinvent The Advisor Experience With Best-In-Class Software For Trading, Reporting, Financial Planning, Portfolio Management And Client Engagement

Praxis deepens yacht services offering with new strategic partnerships

The partnerships with Travel Cue and MIMO Connect, represent a natural evolution of Praxis’ holistic approach to yacht and crew management.

Utmost Group plc announces its HY 2025 Results to 30 June 2025

Utmost Group delivers strategic and financial progress, with strong momentum in both businesses

Nordea ETF ICAV Becomes New ETF Issuer at SIX Swiss Exchange

NAM expands access to its investment and ESG expertise by launching the first two active ETFs from its BetaPlus Enhanced Sustainable Equity range.

Baloise achieves very strong half-year results and makes significant progress in implementing its refocusing strategy

We were able to further optimize our core business, improve the combined ratio, increase profitability, and generate an annualized return on equity of 15.5%.

Prospera: SEB ranked number one by Nordic institutional investors

The overall ranking is based on results across 13 categories

Atomos partners with Fincalc for new digital workflows

Atomos said the partnership supports its ambition to become a leading wealth management and financial planning firm

Singapore Wealth Management Market Report 2025-2030

Singapore maintains its dominance through strategic advantages in financial infrastructure and regulatory excellence.

UniCredit selects FNZ to transform its securities services offering

This agreement expands FNZ’s European footprint and underscores the strength of the business already trusted by more than 650 financial institutions worldwide.

Strategic growth journey continues for AAB

This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.

WisdomTree’s Jonathan Steinberg Wins ‘CEO of the Year’ at 2025 Wealth Management Industry Awards

Award Honors Steinberg’s Visionary Leadership and Industry-Shaping Innovation

Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award

Broadridge remains in the top three ranking for third consecutive year

Indosuez expands Ticino location with banker team

Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.

Private markets give banks an operational headache

Private markets are still geared to institutional investors making large subscriptions. Wealth players delving into this area risk an administrative mess.

Broadridge Acquires Retirement Plan Technology Provider iJoin

Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities

Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony

Record-breaking participation highlights industry growth as winners announced at prestigious Cipriani 42nd Street gala

NBK Wealth names head of UAE private banking

The wealth management arm of National Bank of Kuwait Group manages $22bn in assets as of the end of 2024.

Syz Group triples its half-year profit 2025

The minority shareholders' share of profit amounted to CHF 844,000, resulting in a net profit for the Group 's shareholders of CHF 6.5 million.

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Wealth and Asset Management