Wealth and Asset Management

15500 articles found

Wealth and Asset Management

International wealth insurance market expanding rapidly as sales rise 46% over past two years to £53.0bn in 2025

International wealth insurance sales expand materially to £53.0bn over past two years as priorities of High-Net-Worth (HNW) and Affluent individuals evolve Strong and growing demand for unit-linked solutions across the largest global regions supporting resilient and diversified market outlook Estimates show sales are projected to hit £87bn by FY 2030, driven by rising adoption and […]
Read More
Wealth and Asset Management

UOB advances wealth ambitions with strategic distribution partnership with Allianz Global Investors

UOB Group has entered into an agreement for Allianz Global Investors (AGI) to acquire UOB Asset Management (UOBAM). The acquisition by AGI covers the UOBAM franchise across eight Asian markets – Singapore, Brunei, Indonesia, Japan, Malaysia, Taiwan region, Thailand and Vietnam.    As part of the agreement, UOB and AGI will establish a long-term strategic […]
Read More
Wealth and Asset Management

Why financial talent will shape UAE wealth management

Dubai has already proved it can attract capital, founders, financial firms, and international attention. A more demanding phase is now taking shape. A wealth centre does not become sustainable simply because money arrives.    It becomes sustainable when it has enough skilled professionals to understand that wealth, advise the people behind it, and turn complex […]
Read More
Wealth and Asset Management

BDM Wealth Management Hits £50M Milestone, Expands Reach Across Dubai, London and Norway

BDM Wealth Management has structured more than £50 million in capital across over 30 projects, ranging from SEIS-qualifying early-stage raises to listed public companies, for businesses raising funds through loan notes, corporate bonds, equity placements, convertible loan notes and UK tax-efficient structures including SEIS and EIS.    The firm offers structuring services across the full […]
Read More
Wealth and Asset Management

Standard Chartered trains 30 leaders for affluent push

Standard Chartered Global Private Bank has launched a four-month executive development programme for its senior leaders in partnership with the University of Cambridge’s Institute for Sustainability Leadership (CISL), as the bank looks to strengthen its affluent business.   The Standard Chartered Global Private Bank Mastery Programme – Leadership and Legacy was launched at a two-day […]
Read More
Wealth and Asset Management

Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance

Broadridge Financial Solutions, Inc., has announced Broadridge’s unified governance platform will support shareholder communications and proxy voting for eligible holders of xStocks, the industry-leading tokenized equities framework developed by Payward ServicesOpens in new tab, the B2B infrastructure platform from Payward.   “The endgame for tokenization was never just building faster programmable capital markets. It’s about […]
Read More
Wealth and Asset Management

"Germany is still somewhat old-fashioned"

ABN Amro and Hauck Aufhäuser Lampe merge to form Germany's third-largest private bank. In an interview, COO Eric van der Deijl and Objectway DACH CEO Karl im Brahm explain how the complex integration succeeds – and what role AI plays in it.   Private Banking Magazine: Mr. van der Deijl, you presented the merger of […]
Read More
Wealth and Asset Management

Pacific Asset Management to buy Asset Value Investors

Pacific Asset Management has agreed to acquire the entire share capital of Asset Value Investors (AVI), becoming the institutional partner of the independent boutique fund manager.   The combination links two investment management firms, with Pacific providing infrastructure, technology, operations and investor support, while AVI continues its engagement-led, bottom-up investment approach focused on companies trading […]
Read More
Wealth and Asset Management

Advisor moves: Ameriprise, Prospera, Raymond James land teams with $920M in assets

Among the independent broker-dealer platforms adding advisor teams this week, Ameriprise, Prospera Financial Services and Raymond James Financial Services each announced new recruits.    In Fort Lauderdale, Florida, Steinmetz Jackson Wealth Management Group, led by private wealth advisor Kenneth Steinmetz and financial advisor James Jackson, moved with more than $370 million in client assets from […]
Read More
1 … 68 69 70 71 72 … 1,292