The great wealth transfer: turning heirs into clients
Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.
Wealth and Asset Management
15492 articles found
Asia's ultra-wealthy drive insurance revenues at private banks
Jumbo policies, multi-generational planning, and cross-border flows are fueling a surge in insurance among Asia’s wealthy, and private banks have become major beneficiaries of the trend.
Standard Chartered Expands Wealth Management in China with New Shenzhen Priority Private Centre
This launch follows similar centres established in Beijing, Shanghai, and Hangzhou, designed to offer bespoke wealth management solutions for high-net-worth clients.
Ritholtz Wealth Management Executes Employee-led Succession Plan to Create Industry’s Most Visible, Dominant “Forever Firm”
Industry and media titan Barry Ritholtz expands equity ownership to more firm employees
Intesa Sanpaolo’s 2026–2029 Business Plan: scaling a proven model
The new Business Plan marks the natural transition at the end of the Group’s 2022–2025 plan.
Quilter’s WealthSelect locks in gold profits once again prior to price falls
Investors can trade both whole and fractional shares within a Robinhood stocks & shares ISA, giving them greater flexibility in how and where they invest.
Presentation of the 2025 full-year results for the Julius Baer Group
The Board of Directors will propose an unchanged ordinary dividend of CHF 2.60 per share for the financial year 2025.
Zuger Kantonalbank achieves a good annual result in 2025
During the reporting year, geopolitical tensions and US tariff policy led to volatile financial markets.
Raymond James recruits $1B veterans from Merrill
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
5 wealth management trends for South African HNW families in 2026
Strategic insight, experience, and emotional intelligence are qualities machines cannot imitate.
Citi Enriches Private Market Offerings for Citigold Private Clients in Collaboration with Blackstone, Blue Owl and KKR
Citigold Private Clients will gain access to alternative asset classes including private equity and private infrastructure
AWAG enters joint venture to develop wealth manager
The Australian Wealth Advisors Group has made a strategic investment into a chartered accountant practice, entering into a joint venture to develop wealth management services.