Five key trends in wealth management
The players are reinventing their practices.
Wealth and Asset Management
15571 articles found
Apollo to Launch First Long-Term Asset Fund in the UK
CG Apollo Global Diversified Credit LTAF to serve UK Defined Contribution pension schemes
Fairstone snaps up £1.5bn wealth management firm
The firm employs more than 80 people, including 49 advisers, and serves 5,000 clients across the country.
Nour Private Wealth Expands Its Multi-Family Office Expertise Amid Growing UHNW Demand
The firm has enhanced its capabilities across governance advisory, private market access, consolidated reporting, and coordinated planning to support increasingly complex family structures and global asset allocations.
UBS Bets on the Rise of Asia's Female Wealth Segment
One of the drivers is the historic wealth transfer with women obtaining wealth through both spousal succession as well as intergenerational inheritance, especially in Asia.
HSBC: $1 Trillion Private Banking Opportunity Serving Women
Female riches are on the rise worldwide as economic opportunity, changing gender roles and other drivers fuel growth.
Raiffeisen experiences strong growth – business volume reaches new record high
The strong growth in customer deposits by CHF 10.9 billion underscores the high level of trust customers place in Raiffeisen.
Lombard Odier UK CEO warns Rachel Reeves over entrepreneur exodus
The UK also risk losing future tax revenues, job creation, mentorship, and private capital for emerging businesses
District Savings Bank Dielsdorf retains the profit
As a result, net income from interest operations increased to CHF 19.6 million, which is 7.7 percent higher than the previous year.
Norwich Wealth Management | &Partners joined us today with a prehire AUM of $590M
They are supported by Dominic Shea, MBA, Senior Financial Consultant, Sonja Boehner, Practice Director of Operations, and Hunter Dodge, Senior Client Associate.
Easterly Asset Management to buy Olstein fund business
The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.
Next generation of women enters wealth management, but revenue roles still dominated by men
Data shows younger women joining the industry while advisory power gaps remain wide.