05/13/2025
Faces of Financial Planning & Wealth Management
The Pegasus Group believes that true wealth management starts with understanding what matters to each client.
Wealth and Asset Management
05/13/2025
Rob Edwards Named as One of 2025 Forbes Best-in-State Wealth Advisors
Naples financial advisor earns prestigious ranking for impact on high-net-worth families and their wealth.
05/13/2025
Family dynamics pose greatest threat to succession plans
Advisers discussed the risks facing UHNW families during an off-the-record roundtable at Spear’s 500 Live
05/13/2025
CaixaBank re-elected Best Digital Private Bank in Europe by PWM (Financial Times Group)
This award is added to the “Best Private Bank in Europe for Digital Marketing and Communication 2025”, which the financial institution has won for the fourth consecutive year.
05/13/2025
Li Ka-shing’s clash with China unnerves rich investors in Hong Kong
Hong Kong and Li Ka-shing are unfortunately caught in the middle of a trade war and when the US starts exerting pressure on China
05/13/2025
The 3 questions to transform wealth management
In a blog post, written by financial services partners in Melbourne and Toronto, the consultants shared how it believes wealth management can be more efficient.
05/12/2025
FWD Singapore, IPP eye Gen Zers amidst wealth influx
Assets are being passed down through families from one generation to the next.
05/12/2025
Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams
All four wealth advisors have been named to the list in previous years.
05/12/2025
How women are reshaping the face of wealth
In the European Union and the US specifically, women control about a third of all retail financial assets, with the share expected to rise to 40 to 45 percent by 2030.
05/12/2025
Dublin-based investment advisory firm GillenMarkets acquired by leading wealth management company
As well as offering wealth management services, it publishes a monthly newsletter with impartial research and analysis that allows people to make informed investment decisions.
05/12/2025
Nomura Asset Management to launch more retail funds in Hong Kong
The Japanese asset manager has chosen Hong Kong as the primary Asia ex Japan region to expand its wholesale business.
05/12/2025
Bantleon merges several multi-asset funds
This means that two funds will disappear later this month.
05/12/2025
UBS Asset Management to enter active ETF market
The fund giant has also unveiled a new suite of low-cost ETFs.
05/12/2025
Traditional German company faces partial sale
M.M. Warburg plans to divest its capital markets business and focus on its two other divisions, private banking and corporate banking, in the future.
05/12/2025
Hong Kong's Private Wealth Association Expands Membership
This includes Robeco, Apollo Global Management, Blue Owl Capital, Brookfield Oaktree Wealth Solutions and Futu Trustee.
05/12/2025
Top 30 fund picks: How young wealth stars avoid Mag 7 risks
Equal-weight US index funds are gaining traction with the UK's best young wealth managers.
05/09/2025
The top fund picks from the UK’s best young wealth managers
Citywire reveals the high-conviction fund picks from this year's Top 30 Under 30.
05/09/2025
Mercer Advisors Acquires Lewis Wealth Management
Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver
05/09/2025
RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition
Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values
05/09/2025
TrinityBridge: A wealth of energy and ideas clients can count on
Venerable wealth management firm is ambitious for growth in Scotland