Wealth and Asset Management

14895 articles found

Wealth and Asset Management

Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

Citi Investor Services has won a US$380 billion mandate from Aegon Asset Management, expanding a 20-year relationship and underscoring its strategy to realize opportunities with asset managers globally Citi has extended the breadth of its middle office offering to include full Investment Book of Record (IBOR) services, trade management and settlement and performance measurement via […]
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Wealth and Asset Management

Yomiuri: MUFG to Strengthen Wealth Management Services in Asia, Deputy Chairman Says

Mitsubishi UFJ Financial Group Inc. (MUFG) plans to strengthen its wealth management services as a pillar of its Asian strategy, Deputy Chairman Yasushi Itagaki revealed in a recent interview with The Yomiuri Shimbun. Itagaki oversees the company's Asia strategy.   The following is excerpted from the interview.   The Yomiuri Shimbun: In recent years, you […]
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Wealth and Asset Management

Affin Bank’s Wong Kok Hong: Diversification remains the foundation of portfolio construction

As part of our series of exclusive gatekeeper interviews, FSA speaks with Wong Kok Hong, head of wealth investment advisory, Affin Group.   Wong Kok Hong is a leader in Malaysia’s wealth management and investment advisory landscape, with over a decade of experience delivering strategic solutions to retail investors, high-net-worth clients, and corporate portfolios.   […]
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Wealth and Asset Management

Confidence in UK economy hits 21 month-high and spending climbs 2.0 per cent in July, boosted by pubs, cinemas and staycations

Consumers reported feeling more confident in their job security and ability to buy non-essentials, as discretionary spending grew 1.6 per cent Transactions at pubs, bars and clubs surged 10.0 per cent, thanks to England’s World Cup run, with overall hospitality & leisure up 2.2 per cent Accommodation (2.6 per cent) and travel agents (2.5 per […]
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Wealth and Asset Management

How ‘inner wealth’ is reshaping financial planning for high-net-worth women

For decades, wealth management conversations largely centered on the question, “How much is enough?”   Today, many high-net-worth women are asking a different question: “What is this wealth ultimately for?”   That shift is helping redefine modern financial planning. Women are viewing wealth not simply as a measure of financial accumulation, but as a tool […]
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Wealth and Asset Management

Courting the next generation: How wealth managers are keeping family business assets within the bank

Singapore banks and wealth managers have been rolling out exclusive leadership and personal development programmes targeting the children of affluent clients as part of their strategy to build early relationships with the next generation.   Financial institutions hope sustained engagement will keep these heirs banking with them, just as their parents have.   UBS next-generation […]
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Wealth and Asset Management

Why family meetings are becoming key to UHNW estate planning

For financial advisors managing ultra-high-net-worth (UHNW) clients, the family meeting has quietly become one of the most consequential tools in the estate planning process. Regular family meetings and consistent communication are considered an important best practice by 89% of firms surveyed by Cerulli Associates in its 2024 research on high-net-worth wealth transfer. With roughly $124 […]
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Wealth and Asset Management

Osiris forays into Guernsey fiduciary market

Osiris Group has entered the Guernsey fiduciary market after securing fiduciary licences from the Guernsey Financial Services Commission.    The business, established in 1999, said Guernsey would serve as its Channel Islands centre for fiduciary and private wealth work, adding to its operations in Mauritius, the British Virgin Islands and the Cayman Islands.    The […]
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