How wealth managers can adapt to global trends – and grow
Highlights from Oliver Wyman experts show how firms and advisers can prepare for fast-changing technology, client expectations and squeezed margins.
Wealth and Asset Management
15167 articles found
Nomura: Meeting evolving client needs in wealth management
Nomura leaders on expanding wealth management opportunities in the Middle East and Asia
International Equities 2026 Outlook – Fundamental strength should be rewarded in 2026
Why cyclical leadership may give way to quality, earnings resilience and cash-flow growth
Wealthy investors’ policy purchases propel Hong Kong life insurance sales to another peak
The industry wrote US$34 billion worth of life policies in the first nine months of last year
Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS
JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.
UBP Annual results 2025
Union Bancaire Privée’s client assets increase by 19.5% to CHF 184.5 billion
Wealth management and the tokenised future
With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.
Annual Financial Statement 2025 Regiobank
Regiobank looks back on a successful financial year 2025.
China's bank wealth management market tops 33 trln yuan in 2025
As of the end of last year, 159 banks and 32 wealth management firms had 46,300 outstanding products, representing a 14.89 percent increase from the start of 2025.
UBS Explores BTC Trading For Wealthy Clients As Wall Street Embraces Crypto
The Swiss bank, which managed $4.7 trillion in wealth assets as of September 30, is selecting partners for a cryptocurrency offering after months of discussions.
Lazard Global Total Return and Income Fund Declares Monthly Distribution and Issues Estimated Sources of the Distribution Announced in December
All amounts are expressed per share of common stock and are based on accounting principles generally accepted in the US, which may differ from federal income tax regulations.
Empowered Advisors: Mesirow Wealth Management Champions the Next Wave of Advisor Independence and Practice Growth
We are deeply committed to meeting clients' evolving needs and in attracting driven, client-focused advisors who share our vision for growth