Schroders: Bonds are not only about income
Investors must separate interest rate exposure from credit exposure, says Schroders' Julien Houdain.
Wealth and Asset Management
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Abacus Global Management To Acquire a Strategic Minority Investment in Manning & Napier
The SAA is the primary value driver of the proposed transaction, which is expected to create a framework for strategic collaboration between the two platforms while preserving Manning & Napier’s independent operations.
Europe’s wealth managers must navigate migration trend
With $5.9tn in transit between generations, inheritance-driven mobility to countries including Luxembourg is increasingly in focus
Hong Leong Islamic Bank rebrands as HLB Islamic, introduces ‘Hayat’ wealth stewardship proposition
The initiative builds on the philosophy “Timeless Principles Guiding Tomorrow’s Wealth,” which the bank introduced during its 20th anniversary last December.
Opinion: Scale, specialization and personalization will define wealth management
Clients are more empowered than ever — this is a key moment for the Canadian financial advice industry
Ty J. Young Wealth Management Acquires Senior Wealth Advisors
The partnership will provide Senior Wealth Advisors clients access to Ty J. Young Wealth Management's comprehensive suite of services and award-winning customer service.
How CMB Monaco turned a luxury wealth management experience digital
The bank operates in a highly competitive financial market and boasts a top 5 market position among Monaco’s leading wealth management institutions.
Unified Managed Accounts | The Architecture of Scalable Wealth Management
At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.
ABN AMRO publishes Annual Report 2025
The annual report features interviews with board members of ABN AMRO and of new parts of the organisation such as Hauck Aufhäuser Lampe and BUUT, our neobank for young people.
J.P. Morgan banks on Europe’s defence boom
J.P. Morgan was a joint global co-ordinator and stabilisation manager.
Citi’s Deborah Querub on the steady rise of digital assets in wealth management
She began working in risk management during the Global Financial Crisis of 2008, gaining a close view of the resilience and complexity of global markets.
Record net new money inflow: New bank reports best year of growth with stable profit
This was primarily driven by net new money inflows of CHF 735 million, a new record in the bank's history and significantly surpassing previous bests.