05/15/2025
Wealth Management Models Shift as Families Reevaluate Office Structures
With dedicated staff and resources, SFOs provide bespoke solutions tailored to the family’s specific needs.
Wealth and Asset Management
05/15/2025
Wealth managers’ top income picks from every market outside the UK
Although the UK is a rich hunting ground for dividend-paying stocks, wealth managers have also found a wide range of international equity strategies for clients who want to receive regular income payouts.
05/15/2025
Quilter’s WealthSelect MPS smashes £20bn barrier
Responsible and sustainable portfolios now have combined AUM of £1bn after just three years
05/15/2025
HSBC to Trim Jobs in France
This is equivalent to approximately 10 percent of its workforce in the country.
05/14/2025
The fee structure that helped NetWealth reach £1bn
The Bonham-Carter backed wealth firm attributes it's 'Network' feature as a core part of its success.
05/14/2025
Jackson Ng of Azimut Investment Management: Driving Practical AI Innovation in Wealth Management
His message was direct: in a world of limitless technological possibilities, wealth managers must prioritise value creation and approach AI adoption with focus, agility, and pragmatism.
05/14/2025
WRISE Hong Kong Announces Senior Management Appointment & Role Expansion to Reinforce Sustainable Growth & Operational Alignment
His insights will be invaluable as we continue to expand our offerings and elevate our client experience in Hong Kong and beyond.
05/14/2025
Fiducia Advisers Named Among UK’s Top Rated Financial Planners for 2025 Introduction Title
Its Top Rated Guide is published annually and includes only advisers who have achieved exceptional client ratings based on transparency, service, and quality of advice.
05/14/2025
When it comes to tech adoption in wealth management, many hands make light work
But these advancements have increased pressure on wealth management firms and advisors to keep pace and ratcheted up the risks of getting left behind in a competitive marketplace.
05/14/2025
Ares opens Milan office in wealth push
FN revealed that the $546bn alternatives manager was mulling a move to Italy’s financial capital last year
05/14/2025
Why a high-net-worth specialist just switched firms
20+ year industry veteran joins Nicola, explains how other firms can attract talent like him
05/14/2025
Zurich private banking fintech expands to US with new recruit
Adviscent has hired New York-based Raphael Blunschi as a senior adviser as part of its expansion.
05/14/2025
Vanguard Sees Fundamental Shift in Switzerland
Jonathan Decurtins, Senior Sales Executive Switzerland and Liechtenstein at Vanguard.
05/14/2025
The Gavekal Angle: value investors set to rise like a phoenix
No carry trade? No momentum trade? No worries; time to revert to the mean
05/14/2025
Scotiabank extends reach into South Asian high-net-worth market with new partnership
Scotia exec tells Wealth Professional the deal accelerates strategy for cultural market expansion
05/14/2025
Evelyn Partners Unveils Three-Year Partnership with the Netball Super League
Wealth Manager becomes official partner of the NSL to support the professionalisation of the women’s sport and boost financial education for female athletes to help them secure the same retirement opportunities as their male counterparts
05/14/2025
Hightower Makes Strategic Investment in Lindbrook Capital
Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower
05/14/2025
Investec Launches Bespoke Buy-To-Let Proposition for Expats
Investec predicts significant growth potential in both Dubai and Switzerland.
05/14/2025
Revolutionizing Financial Management: The Power of Wealth Management Software
A wealth management software is a robust digital solution designed to effectively manage financial assets.
05/13/2025
Julius Baer in Italy: Empowering entrepreneurs
In this interview, he shares what drove him to take on this challenge and why he believes Swiss banking offers the ideal blend of expertise to deliver value to Italian entrepreneurs.