Wealth and Asset Management

15133 articles found

Wealth and Asset Management

Morgan Stanley Investment Management Introduces Wealth Education Center

Morgan Stanley Investment Management has announced the launch of the Wealth Education Center, a centralized education platform designed to help financial advisors translate growing market, tax and investment complexity into clear, practical guidance for their clients.   “Advisors face a growing challenge as financial markets, products and tax considerations become more interconnected,” said Ben Huneke, […]
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Wealth and Asset Management

Burgan Bank wins ‘Best for High-Net-Worth’ award

Reinforcing its position as a trusted wealth management partner for Kuwait’s high-net-worth clients, Burgan Bank announced that it has been awarded “Best for High-Net-Worth (HNW) in Kuwait” at Euromoney’s Private Banking Awards 2026.    This latest honor reflects the Bank’s growing Private Banking and Wealth Management proposition, strong client service model, and continued investment in […]
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Wealth and Asset Management

From fragmentation to framework: why insurance-based wealth solutions are anchoring Asia’s wealth planning

Peter Tung, Tax and Legal Counsel – Asia at Utmost, a leading global provider of insurance- based wealth solutions.   Asia’s private wealth continues to expand at an unprecedented pace. Driven by China, India and SouthEast Asia, total private wealth in the region is projected to reach USD 99 trillion by 2029.   At the same time, […]
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Wealth and Asset Management

HSBC Holdings plc 1Q 2026 Earnings Release

Georges Elhedery, Group CEO, said: “We continued to make positive progress in creating a simple, more agile, growing HSBC. Each of our four businesses contributed to firm-wide revenue growth and each delivered an annualised RoTE in excess of 17%, excluding notable items.    In periods of greater uncertainty, customers turn to us more as their […]
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Wealth and Asset Management

Can UK investors sow the seeds of economic growth?

In my May letter, I cover: UK growth challenged by demographics Unsupportive demographics constrain the UK’s growth economic potential, despite a strong financial heritage. Green shoots emerging for productivity-led improvement While the composition of the UK equity market differs significantly from the US, rising AI adoption among UK firms is beginning to support productivity gains. […]
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Wealth and Asset Management

Amova Asset Management boost s in-house investment management capabilities with addition of U.S. Small Cap Value Equity team

Amova Asset Management Co., Ltd. (formerly Nikko Asset Management Co., Ltd., hereinafter “Amova AM”) announces the expansion of its in -house , actively managed investment capabilit ies with the addition of a U.S. Small Cap Value Equity team .    The team consists of a pair of portfolio managers with over 20 years of experience […]
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Wealth and Asset Management

BNP Paribas Switzerland CEO: "AXA IM is a game changer for us"

The integration of AXA Investment Managers, geopolitical uncertainties, and new business areas are currently shaping BNP Paribas' strategy in Switzerland. In this interview, Country Head Enna Pariset explains how the bank is positioning itself and why volatility also creates opportunities.   Ms. Pariset, geopolitical tensions have increased significantly. What impact does this have on BNP […]
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Wealth and Asset Management

Senior executives: a practical guide to planning your retirement and optimising your assets

For senior executives, preparing your retirement is not just a matter of calculating your pension and setting a departure date: a strategic approach is needed. This transition, often an international one, affects a range of issues: personal, professional, wealth and tax. It requires a comprehensive vision, rigorous planning and the activation of various levers.   […]
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