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.
Wealth and Asset Management
15363 articles found
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.
Hong Kong Private Banks See 14% Growth, Hire 400 More Wealth Managers
Strong demand for wealth services drives expansion in assets, hiring, and office space, says HKMA chief
Valerie d'Argembeau on Long-Term Vision, Intentional Wealth Planning, and the Role of Communication
As a fifth-generation, family-owned institution, Bordier & Cie has long placed emphasis on helping families plan across decades, not just business cycles.
Jupiter launches fund range into Singapore
The asset manager's Asia head Madeline Han sees entering the Singapore retail market as way to boost and diversify inflows.
Progeny Group announces its results for the financial year ended 31 December 202
The Group satisfies both its Board and regulatory capital and liquidity requirements.
How targeted support could be a new dawn for pension and wealth management
Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance