Ollie Grant private wealth selected as top wealth management practice to watch by IAOTP
Ollie Grant will be honored at the International Association of Top Businesses and IAOTP's annual awards gala in Las Vegas
Wealth and Asset Management
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AWAG expands wealth management deal with new JV
ASX-listed firm The Australian Wealth Advisors Group announced it has entered into a new joint venture to launch a wealth management services firm, OneLedger Wealth.
Goldman Sachs champions legacy planning as US$6.1 trillion wealth transfer looms in Asia
For family-owned firms in Asia-Pacific, legacy planning is crucial to ensure business sustainability, US bank’s Carra Cote-Ackah says
Partners Group Welcomes White House Executive Order Advocating for Inclusion of Private Markets Investments in Defined Contribution Pension Funds
Retirement industry research has shown the potential positive impact of private markets exposure on a DC plan participant's retirement income.
Ex-Credit Suisse yacht finance head launches new firm
Michel Buffat's new company, JetOcean Advisors, is based in canton Aargau.
Carlyle CEO: Wealth is 'in our power zone'
Carlyle CEO Harvey Schwartz says he's been spending a lot of time with advisors to understand what they need so the firm can build the right solutions for them.
Evelyn Partners' Index MPS Range Celebrates Three-Year Anniversary with Strong Performance
The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits of active asset allocation with index-tracking funds to help cost-conscious investors navigate the markets
Julius Baer: Sustainable Finance, Net Zero & Clean Energy
Beyond its role in managing hundreds of billions in assets, Julius Baer has also set an ambitious climate agenda, anchored in sustainability, energy transition and net zero goals.
Deutsche Bank PB’s June Wong on perfecting the art of lending in Asia
The German private bank has joined a growing cohort that offer art lending for increasingly sophisticated collectors in the region.
Leonteq in Asia: Reshaping Structured Solutions for the Wealth Management Elite
As the firm unveils its newest collaboration with OCBC and looks ahead to 2026, Asian private banks, EAMs, and MFOs are taking note.
Banque Havilland Monaco rebrands as Moncrief Private Bank after acquisition
The deal, approved by regulators in Monaco and France, brings new leadership but promises no disruption to client services.
Bill and Melinda French Gates and Warren Buffett’s Giving Pledge after 15 years: Only 9 of the 256 billionaires actually followed through on giving away half their wealth
The pledge is a public, moral commitment rather than a legally binding contract; participants sign an open letter explaining their reasons for giving and can choose which causes and charities to support.