BetaNXT to invest in AI-driven wealth management product innovation
The company stated that its investment will address use cases across the wealth management lifecycle, benefitting advisors, and investors.
Wealth and Asset Management
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Bybit Lowers Barrier to Elite Wealth Management Solutions with Year-End Exclusive for VIP Clients
This exclusive year-end initiative for Bybit VIPs expands access to institutional-grade wealth management strategies designed to navigate today's dynamic market conditions.
T. Rowe and Oak Hill launch flexible credit income fund
OFLEX AUD leverages OHA's best ideas, seeking to deliver income by lending primarily to large cap companies in a diverse range of industries, mainly in the US.
Citi’s Global Wealth Head Visits Hong Kong
Earlier this year, Sieg expressed bullishness in Asia and said Citi planned to expand the number of bankers for the Hong Kong wealth business by more than 10 percent in 2025.
Analysis-Norway’s wealth tax trades millionaires for equality
The takeaway: a wealth tax will scare off some millionaires, but if set broadly enough, revenues can still be worth it.
EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform
This marks an important step in EFG’s multi-year programme to enhance its digital platforms.
Diverged focus for HNWs presents adviser opportunity: Report
LGT Wealth Management's 2025 State of Wealth report indicated the HNW population has surged by 10% (or 50,000) to 760,000 in 2025, controlling a record $4 trillion in assets.
Partners Group's $9.2bn evergreen fund underwhelms after two decades
From having deal-by-deal performance fees to a pro-rata allocation policy, Partners Group set the initial standard in semi-liquid funds.
Julius Baer taps into Abu Dhabi’s wealth potential with new advisory office
Julius Baer already has a well-established presence in the UAE, where it opened its first office over twenty years ago, demonstrating a pioneering commitment to the region.
Interim Management Statement for the first ten months of 2025 and conclusion of the credit review*
As a result, further loan loss allowances of CHF 149 million will be recognised in the financial accounts in November 2025.
Singaporean group makes £6m bid for Walker Crips
PhillipCapital offers to buy out the wealth manager, which has been blighted by compliance issues in recent years.
Italy shines as a prime destination for the ultra-wealthy
Billionaires’ wealth is also outpacing financial markets, having grown 121% over the past decade compared with 73% for the MSCI World Index.