Private Capital Chases Deals in the Booming Wealth Management Sector
Rising demand from wealthy clients seeking investment alternatives is driving more individual investors into the private markets.
Wealth and Asset Management
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Crypto confidence crisis leaves UK wealth managers trailing global peers: Avaloq
Compounding the issue is little current desire to offer crypto investing.
AI advantage in wealth
As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.
AXA launches new wealth management plan
The series offers premium terms of five or 10 years in up to nine different currencies.
World’s Best Emerging Markets and Best Private Bank 2025: J.P. Morgan
Although many of its competitors are pulling out of emerging markets, JPMC is expanding into them.
German asset manager extends feelers towards Switzerland
The independent asset manager, with a significant Credit Suisse and J. Safra Sarasin presence in its corporate DNA, considers itself well positioned for the cross-border expansion.
Morgan Stanley Wealth Management Pulse Survey Reveals Inflation Concerns Persist Throughout 2025
The survey explored investor views on sector opportunities for the fourth quarter of 2025
Marcuard Heritage Expands Shareholder Base
For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.
StoneX Expands Wealth Management Offering for Latin American Clients
Through this transaction, StoneX expands its ability to serve cross-border clients with a broader range of integrated advisory and brokerage solutions supported by the firm’s global reach and infrastructure.
Charlie Munger once revealed 3 reasons Warren Buffett was ‘so much richer’ than him — how to unlock mega-wealth now
Charlie Munger wasn’t known for mincing words, and that was never more true than in 2019, when at the Daily Journal Annual Meeting, he received a pointed question about his wealth that made the crowd laugh.
UBS wealth management team joins firm’s new Ann Arbor office
They will operate from UBS’s newly established Ann Arbor, Michigan office, expanding the firm’s regional presence.
Does borrowing make sense in 2025?
Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.