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Wealth and Asset Management

11/18/2025

UBS Global Wealth Management hosts Jersey events on women’s wealth, leadership and legacy

The panel shared insights and experiences on how financial confidence and purposeful leadership can transform lives, businesses and communities.

11/18/2025

Hong Leong Assurance introduces Legacy Wealth for Malaysia’s affluent

Malaysia’s high-net-worth population is projected to grow by 35% by 2028.

11/18/2025

Citywealth Future Leaders Awards 2025 announces winners from Crown Dependencies

Before announcing the winners, Karen Jones, CEO of Citywealth, stepped on stage and asked for a minute silence to mark Remembrance Day, while red poppies appeared on the screens.

11/17/2025

Schroders' HK office sees Asia equity flows turn positive after 'many years'

The British firm's Hong Kong business regional funds turn a corner, marking a big switch in client behaviour, after global strategies had been driving record gross inflows.

11/17/2025

Digital Wealth Partners Awarded Investment Excellence Award from Wealth & Finance International Magazine

Most Pioneering Digital Asset Wealth Management Firm 2025 - Texas

11/17/2025

Interview with Mr. Selman Bicaco, Head of Private Banking and Wealth Management, Piguet Galland & Cie

The bank’s principal clientele continues to be French-speaking Swiss.

11/17/2025

The Mather Group partners with Napa Wealth Management

This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families.

11/17/2025

Switzerland and Luxembourg: rivals in form but allies in substance

The director of the Association of Swiss Private Banks (ABPS), Jan Langlo, details the Swiss resilience and the complementary relationship with Luxembourg.

11/17/2025

Standard Chartered’s Future of Trade: Digitalisation report highlights global corporates’ priority on building strong foundations before scaling innovation

This reflects a pragmatic approach that the underlying infrastructure must be robust before emerging technologies can deliver value at scale.

11/17/2025

Private Banking: Between High Figures and Hard Questions

The accompanying study introduced a new distinction between institutions with more than 20 billion francs in client assets and those below that threshold.

11/17/2025

Rumors about UBS's departure are gaining new traction.

UBS Chairman Colm Kelleher and US Treasury Secretary Scott Bessent are said to have held informal talks about relocating the bank's headquarters to the USA.

11/17/2025

Ninety One interim profit up on strong markets and net inflows

Net inflows were GBP4.3 billion, recovering after net outflows of GBP5.3 billion a year prior, due to organic net inflows of GBP2.4 billion and the Sanlam inflow of GBP1.9 billion.

11/17/2025

Wealth management is Malta’s next frontier - Finance Malta chairman

Reputational challenges still linger

11/17/2025

Lone Star Acquires Multi-Asset Real Estate Portfolio from St. James’s Place

The office properties are all situated in London, while the retail assets consist of high-quality retail warehouses with strong tenant bases.

11/17/2025

Riding the private market wave while respecting limits of liquidity

Promoters of private markets rely on structural stories to fuel thirst for their product, but they admit questions will increasingly arise about whether growth is sustainable

11/14/2025

The Asia Generational Wealth Report 2025: Succession in a New Era

The findings highlight five key reflection points for families and family offices, from preparing for emerging assets to empowering successors with real authority.

11/14/2025

OneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences

While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience.

11/14/2025

Forbes recognizes J.P. Morgan teams in 2025 America’s top wealth management teams ranking

Nine of these teams have been named to this ranking for at least two consecutive years, and five have been honored every year since the award’s inception in 2022.

11/14/2025

Schroders to close UK Multi-Cap Income fund

The sub-scale fund will close next month as the firm continues its plan to simplify the business.

11/14/2025

Brookfield Wealth Solutions Announces Third Quarter Results and Declares Regular Quarterly Distribution

Net income in the prior year quarter included the impact of DOE and unrealized mark-to-market gains on equity securities, partially offset by unfavorable movements on reserves due to interest rate and equity market volatility.

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