10/07/2025
Supporting the Transformation of Private Asset Management
BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.
Wealth and Asset Management
10/07/2025
Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics
Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC
10/07/2025
HSBC tightens AML controls with Middle East exit
The affected clients, spanning Saudi Arabia, Qatar, Lebanon, and Egypt, have already begun receiving closure notices.
10/07/2025
Could Lloyds buy Quilter? Bank sees logic in a wealth play
UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.
10/07/2025
Liontrust progress ‘slower than hoped’ as Q3 outflows hit £1.2bn
Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.
10/07/2025
Harbor Vest strengthens its presence in Zurich
The private markets specialist is expanding its team in Switzerland due to increasing demand.
10/07/2025
Fairstone expands in East Anglia with latest acquisition
Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.
10/06/2025
Asian Cross-Border Wealth Management Shows Strong Momentum in 2Q25, Bolstering Bank Earnings Outlook
Key players such as HSBC and Standard Chartered reported resilient deposit inflows and new-to-bank customer growth, supported by heavy investment in distribution networks.
10/06/2025
OCBC launches upskilling programme for mortgage specialists
They can now advise home loan customers on investments and insurance.
10/06/2025
Partners Group paints upbeat picture of private markets, up to a point
But extraneous factors, including the so-called great rotation, look likely to have a major effect on developments.
10/06/2025
How Wealth Managers Add Value Beyond Investment Returns
The greatest benefits of wealth management come from holistic, integrated financial planning.
10/06/2025
Josh Brown's RIA keeps growing at $1 billion a year (on average) -- with a radically organic business model --and could supercharge its mass affluent pipeline by using Altruist to power revamped FutureAdvisor (aka Good Advice)
Ritholtz Wealth was two guys, two blogs and a few hundred million under management but it just hit $6 billion, up from $2.8 billion in 2022, with zero outside capital and only one M&A deal for FutureAdvisor)
10/06/2025
BNP Paribas completes the acquisition of HSBC private banking activities in Germany
This acquisition marks a major milestone in the development and growth journey of BNP Paribas Wealth Management in Europe.
10/06/2025
5 reasons to increase allocations to hedge funds, according to a BlackRock investment strategist
The case for hedge funds is stronger now than for years, and with skilled managers producing more alpha in the current environment, it makes sense to increase allocations, argues BlackRock experts
10/06/2025
Standard Chartered raises over USD3 billion in Signature CIO Funds AUM on 3-year anniversary
Further innovates to introduce Signature CIO Islamic Funds
10/06/2025
Wealth advisers reshape their tech stacks
With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements
10/06/2025
CIMB launches first bespoke wealth management portal, digitalising its wealth management solutions
The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”).
10/06/2025
Wealth.com joins Osaic to power estate planning
The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.
10/06/2025
How Pictet Claimed the Crown in Thematic Investing
Construction cranes rise over the compound, where Pictet is adding several new stories to its main building.
10/03/2025
HLB Private Bank Elevates Private Wealth Proposition, Focuses on Stewarding Inter-Generational Legacy and Wealth Transfer
This emphasis on comprehensive, responsible legacy stewardship is especially salient as Asia stands at the center of the largest wealth transfer in human history, with an estimated $5.8 trillion slated to change hands.