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Wealth and Asset Management

07/08/2025

Guernsey Finance celebrates quartet of prestigious industry awards

For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.

07/08/2025

Derbyshire and Ryley Wealth Management extend partnership

As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder

07/08/2025

Investing in unprepared inheritors for lasting family wealth

As trillions change hands, global families are realising they need to invest in a new generation of heirs, often isolated from peers and lacking in self-esteem

07/08/2025

HSBC announces Sami Abouzahr as Global Head of Investments and Managed Solutions, Wealth and Premier Solutions

Sami spearheads the bank’s wealth product strategy

07/08/2025

Inside the first-half: 30 events, from selloff to snapback

The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began.

07/08/2025

UBS Asset Management launches first active ETF

The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.

07/08/2025

Zurich independent asset manager crosses the Limmat

Dara Capital relocates 11 minutes across the Limmat.

07/07/2025

«Reputation, Trust, And Presence Matter as Much as Investment Returns»

Clients are increasingly sophisticated—demanding institutional-quality advice, global access, and rigorous due diligence.

07/07/2025

Schroders launches Global Digital Assets Centre of Excellence in Singapore

Singapore. It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.

07/07/2025

Navigating Uncertainty: How Maybank is Positioning for Wealth Leadership Across ASEAN and Beyond

In this conversation, he shares how Maybank is building a differentiated wealth proposition that speaks directly to this new era of caution, agility, and long-term trust.

07/07/2025

BOS implements bank-wide investment process overhaul

Bank of Singapore has developed a new strategic asset allocation framework that will underpin the management of its funds and discretionary portfolio management service.

07/07/2025

‘Know your limits’, wealth managers tell fund sales forces

Wealth managers say partnerships with fund houses are shifting away from being purely transactional and the way to earn trust is through understanding limitations.

07/07/2025

Finalists for the Australian Wealth Management Awards revealed

The finalists for the Australian Wealth Management Awards 2025 have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth sector.

07/07/2025

How DBS Turns Insight Into Impact For Wealth Clients

It wasn’t a fluke.

07/07/2025

Shake-up of financial advice rules could trigger more wealth deals

If clients can accept more impersonal support, the FCA’s plans will transform the market

07/07/2025

Ray Ang: «This is the New Playbook for Wealth Succession»

More than just a numerical shift, this wealth transition is reshaping the very fabric of wealth succession in a region where family businesses represent the backbone of the economy.

07/07/2025

What private banks' alts teams look like and how they're expanding

Private markets is the hot area for expanding teams. See where the big banks are investing in headcount.

07/04/2025

Banque Internationale à Luxembourg opens private banking branch in Paris

The Paris branch will serve private clients including wealthy families, entrepreneurs and family offices domiciled in France.

07/04/2025

Charles Stanley changes registered name to Raymond James WM

The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.

07/04/2025

Hong Leong Bank sets up new HNW unit

The new unit involves an internal rejig that looks to leverage the bank's corporate and business division.

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