JP Morgan tops advisory record
Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership.
Wealth and Asset Management
14936 articles found
Swiss asset managers face margin pressure despite growth
A new report by the Asset Management Association shows industry profitability is increasingly reliant on growing managed assets rather than margin expansion.
Welsh SJP partner firm gains Chartered Firm status
Nine Wealth Management is a partner firm with St James’s Place and specialises in working with senior corporate executives.
Siebert invests in wealth management platform FusionIQ
The alliance will integrate FusionIQ's technology into Siebert, aiming to improve its digital services and investment workflows.
Asset Managers Seek Recipe for Further Growth
The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.
Baloise Swiss Property Fund: Issue conditions of the planned capital increase 2025
The capital increase is intended to generate additional funds to be used to acquire a real estate portfolio of up to eleven properties for a purchase price of up to CHF 209.6 million.
Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum
The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.
From haute cuisine to wealth wisdom: Inside DBS Bank’s new vision for private banking
For the bank’s Carol Wu, the future of wealth management is as much about curating experiences as it is about crunching numbers
Nine Wealth Management achieves CISI Chartered Firm™ status
CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.
Predicting the flame: how AI is reshaping our response to wildfires
Though a natural feature of many ecosystems, the frequency, scale, and impact of wildfires are intensifying.
Three-pronged approach guides Niven’s £4bn multi-asset team through tariffs
Being nimble, regularly rebalancing risk and staying on top of sustainability have helped Citywire AA-rated Paul Niven and the Columbia Threadneedle UMAP team navigate Trump's 'Liberation Day'.
Regions Wealth Management Receives Two Top Industry Awards
Global Private Banker honors Regions with Best Trust Services by a Private Bank and Best Wealth Planning Execution at the Global Private Banking Innovation Awards 2025.