03/05/2025
Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series
Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers
Wealth and Asset Management
03/05/2025
HSBC Shifts UK CEO to Customer and Culture Director
HSBC has appointed Ian Stuart as group customer and culture director
03/05/2025
Quilter reports a 17% increase in adjusted profit to £196 million and a two-percentage point improvement in operating margin to 29%
These results demonstrate the benefit of our scale dual-distribution model which has made us the UK’s largest and fastest growing retail advised platform provider.
03/05/2025
Knight Frank: Asia to Drive Half of HNWI Creation
The report projects that the region will account for 47.5 percent of all HNWIs created between 2025 and 2028.
03/05/2025
Citigroup almost sent $6 billion to wealth account in copy-paste error, Bloomberg reports
The wealth division's near-miss was reported to regulators and the company has since set up a tool to help vet large, anomalous payments and transfers, according to the report.
03/05/2025
Staying ahead in Wealth Management: A Conversation with Jos Martens, Sales & Business Development Director
This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.
03/05/2025
Canaccord Wealth expands international footprint with Middle East office
SEO Richard Burden has 30 years’ experience working across Middle East and recently re-located to Dubai
03/05/2025
Liz Miller on leading wealth management’s future
Hot List honoree Liz Miller shares insights on leadership, holistic planning, and industry change.
03/04/2025
Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada
The firm has built a reputation for delivering sound advice and quality investment counsel to high-net-worth clients.
03/04/2025
Quilter Cheviot launches International MPS on the Morningstar Wealth Platform with ‘Building Blocks’ approach
These funds are designed to create optimal investment exposures for each MPS strategy.
03/04/2025
Aberdeen-headquartered Johnston Carmichael Wealth acquired by London firm
Partners Wealth Management (PWM) has confirmed all 60 Johnston Carmichael Wealth employees will move over as part of the deal.
03/04/2025
UBS's fourth-quarter and full-year 2024 results
UBS reports 4Q24 net profit of USD 0.8bn and FY24 net profit of USD 5.1bn; proposes USD 0.90 dividend per share and continuation of share repurchases; continuing to invest for long-term growth
03/04/2025
Aberdeen Group scraps Abrdn rebrand to ‘remove distractions’
The 200-year-old fund management group is hoping to put the vowel-less rebrand, which prompted widespread ridicule, behind it.
03/04/2025
UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title
This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service.
03/04/2025
BlackRock Establishes Preeminent Private Markets, Technology, and Data Provider with Close of Preqin Acquisition
As capital markets evolve, private markets are playing an increasingly important role in financing global growth.
03/04/2025
Hong Kong’s finance sector to benefit from AI, China opening, Asia wealth: think tank
The government think tank will undertake roadshows worldwide to highlight growth opportunities in the city, chairman Benjamin Hung says
03/04/2025
Swiss National Bank confirms CHF81 billion profit in 2024
The SNB’s final profit for 2024 is slightly higher than reported at the beginning of the year.
03/04/2025
Appetite For Alternative Assets Grows In Private Banking
Wealthy investors are expected to look beyond stocks and bonds, prompting private banks to expand offerings and expertise.
03/03/2025
Alberto J. Safra Launches New Asset Manager in Geneva
Alberto J. Safra has launched the new asset manager, ASA Asset Management Switzerland, this February.
03/03/2025
Apollo Names Shimpei Kanzaki as Japan Global Wealth Head
Prior to joining Apollo, Kanzaki was a Director at KKR and head of its wealth solutions business in Japan, after joining in 2022.