Saxo's Powerplay: How the digital bank continues to grow in Switzerland
Saxo Bank has grown significantly in Switzerland in recent years.
Wealth and Asset Management
14936 articles found
Blackstone's Solotar: Public/private still 'clunky' for wealth buyers
Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.
Baby boomers will pass on a massive amount of wealth; Rochester foundations are preparing for it
They say that if only a tiny sliver of this wealth were captured in the form of charitable giving, the benefits for local communities could be game-changing and enormous.
Rich Americans look to London as UK battles non-dom exodus
Roughly 14,000 millionaires left the UK in 2024, but there’s been a ‘significant increase’ in enquiries from wealthy US families willing to take a chance on the City
Sumitomo Mitsui and SBI to launch wealth management joint venture
The amount of assets held is also expected to rise by about a third to ¥953 trillion by the end of fiscal 2035 compared with the end of fiscal 2024.
Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey
These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.
Blackstone's Solotar: Combining public/private still 'clunky' for wealth buyers
Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.
Rising technology demand in HK and Singapore wealth hubs
Individual investors in the two cities are turning to digital wealth management, according to an Allfunds/Quinlan study.
BBH: Institutional investors and wealth advisors feel the need to 'catch up'
BBH surveyed 500 global institutional investors and found that most are planning to boost their allocations to private markets broadly in the next two years.
Private Wealth Network Returns to New York
This week, we hosted the second event for our Private Wealth Network, a series led by Philip Pirecki, Jersey Finance’s Lead in the Americas.
Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025
In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.
AFH Wealth Management nets £250M debt refinancing from Ares
Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.