Jersey Finance Expands Private Wealth Network
Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.
Wealth and Asset Management
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Sumitomo Mitsui Trust Asset Management launches Singapore subsidiary
The new entity, now operational, marks Sumitomo's first office in Asia, complementing its existing locations in London and New York.
Asia-Pacific clients poised to switch wealth providers
In an era of global uncertainty, it is vital for forward-thinking Asian wealth managers to offer alternative investments and AI-led portfolio allocation strategies
Julius Baer Global Wealth & Lifestyle Report 2025: Top 10 global cities for living well
Even before this point, though, the world was bracing itself for a global trade war, geopolitical tensions were high, and consumer spending was slowing.
Generational change with vision: Daniel Stucki takes over the management of Nimbus AG
The generational change initiated by founder Hansjörg Stucki in 2021 thus comes to a successful conclusion – and opens up new perspectives for the future.
Carlyle targets wealth managers with Clearstream partnership
Clearstream’s private markets services include order routing, settlement and asset servicing.
Lombard Odier’s Secret Weapon: Building Tech from Within
Rather than outsourcing innovation, Lombard Odier pursues a deliberately selective IT strategy
Julius Baer: Singapore Tops Priciest Cities Thrice
By goods and services, the city-state was the costliest for cars and women’s handbags.
The wealth industry’s new all-powerful gatekeepers emerge
How the rise of managed accounts is transforming the wealth landscape.
Navigating Tax Turbulence: Wealth Management Strategies for High-Net-Worth Athletes in a Post-Wimbledon Landscape
For investors and wealth managers, this environment presents both challenges and opportunities to design tax-efficient portfolios that align with the unique needs of global celebrities and athletes.
Korean banks focus on wealthy clients to boost profit
At these centers, PB branch managers provide one-on-one consultations and comprehensive wealth management services, covering finance, taxation, real estate, inheritance, and gift planning.
Top 50 IAM acquires another Zurich wealth manager
The SSI Group, which is a part of Cinerius Financial Partners, has announced a further acquisition with Monaval.