09/30/2025
The rich have a wealth gap, too
Why it matters: Yes, there's a wealth gap even among the rich, as the richest of them all keep gathering a higher percentage of overall wealth.
Wealth and Asset Management
09/30/2025
Mizuho Financial Group aims to compete with Nomura in wealth management
The firm aims to streamline its retail operations by categorising customers based on asset size.
09/30/2025
Apex Group launches AI-Driven WealthTech platform to expand retail access to private markets
The platform helps firms’ future-proof their strategies amid the expanding private markets and digital asset landscape, while ensuring compliance with a rapidly evolving regulatory environment.
09/30/2025
Rathbones reaffirms commitment to responsible investment, renewing membership of Stewardship Code
The accreditation reaffirms the Group’s commitment to responsible investment, transparent and effective stewardship and sustainable long-term value for clients and wider society.
09/30/2025
How HSBC’s Wealth Intelligence Intends to Enhance Client Experience
Joe Pickard hears from HSBC head of wealth and premier solutions Lavanya Chari about HSBC's Wealth Intelligence platform.
09/30/2025
DMCC launches wealth hub to support family office and private capital expansion in Dubai
DMCC launches wealth hub to support family office and private capital expansion in Dubai, inauguration attended by uae ministries of investment and economy, emirates nbd and deloitte
09/30/2025
TD Bank CEO outlines wealth management strategy following anti-money laundering fines
At the core of the plan is an emphasis on expanding high-margin, fee-driven businesses.
09/30/2025
ICBC accelerates digitisation of wealth management operations through innovation platform
Under the “Digital ICBC” initiative, ICBC advances to build a comprehensive wealth management ecosystem, addressing customer needs and driving sustainable growth.
09/30/2025
Close Brothers swings to £122 mln loss on motor finance provisions, business exits
The Banking division reported a 7% decline in adjusted operating profit to £198.3 million.
09/29/2025
Bernstein Private Wealth Management Named Financial Advisor Team of the Year at the 2025 Society for Trusts & Estate Practitioners Private Client Awards
Firm honored with this distinction for the second time
09/29/2025
Citi Hong Kong Advances AI Integration to Enhance Wealth Management Services
Citi executives stressed the importance of combining AI technology with human expertise to deliver tailored investment advice and improve client outcomes.
09/29/2025
WMI Partners Singapore’s Private Banking Industry to Deepen Sector Capabilities to Advance Singapore’s Role as Asia’s Leading Philanthropy Hub
With this foundation in place, WMI will continue to work with PBIG to deepen advisory capabilities and strengthen the broader philanthropy ecosystem.
09/29/2025
Deutsche Bank Partners with The Standard’s 2025 ‘Dispossessed Fund’ to Empower Youth Employment and Entrepreneurship
This collaboration aligns seamlessly with the bank’s Corporate Social Responsibility Education strategy, emphasising the development of professional and personal competencies through targeted initiatives.
09/29/2025
Royal Bank of Canada targets wealth-management firms for US banking expansion
The expansion strategy also includes a focus on Asia, where the CEO is open to forming partnerships with other banks.
09/29/2025
The $393 trillion market: real estate remains world’s ultimate store of wealth
For ultra-high-net-worth investors, real estate remains a cornerstone of stable and long-term wealth in 2025
09/29/2025
Millennium Management and Modular Asset Management end partnership-report
The termination of this deal allows Modular to diversify its investor base, reducing its dependency on a single large investor.
09/29/2025
Associated Wealth Advisors Launches the “The 10-Billion Fund Showdown” to Select Visionary Leadership for Its Landmark Project
Positioned as the “Olympics of Capital Markets,” this initiative underscores AWA’s long-term strategy as it advances toward its planned Nasdaq listing in May 2026.
09/26/2025
Raymond James snags 3 teams from Richardson Wealth with $1B in assets
The Winnipeg-based firms will integrate to create Raymond James’ first office in Manitoba
09/26/2025
Building wealth one pot at a time
Some people have a very clear picture of what they want to achieve with their wealth and how they're going achieve it.
09/26/2025
Rockefeller Asset Management Marks One-Year Anniversary of Opportunistic Municipal Bond ETF Launch with Strong Performance and Continued Growth
Rockefeller’s actively managed municipal ETFs seek to provide exposure across high-yield and high-grade segments on the municipal bond market in an effort to deliver risk-adjusted returns compared to its respective benchmarks.