Brookfield Oaktree recruits from BlackRock for Greater China head role
Based in Hong Kong, the new hire will oversee the overall development of private wealth services in Greater China.
Wealth and Asset Management
15354 articles found
Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset
Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.
BNP Paribas seeks to selectively expand global wealth footprint
Vincent Lecomte, chief of the wealth management unit at BNP Paribas, is setting his sights on next-gen investors, Asia’s surge, and staying ahead of fintech disruption
Swiss fund market grows thanks to new money inflows
The devaluation of the US dollar had a negative impact on the performance of Swiss funds.
New Wealth Management Research Finds Transition Support Services Critical to Retaining Assets During Advisor Moves
Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip​
CaixaBank Private Banking surpasses €50 billion under independent advisory, consolidating its leadership in Europe
The service now has nearly 14,500 clients
Barclays Private Bank profits boosted 18% in H1
Assets at the division increased by £4.5bn to £213.4bn in the first half.
Berenberg Sharpens Its Profile in Switzerland
The Hamburg-based private bank Privatbank Berenberg is no longer an unknown player in Switzerland.
RBC WM boosts Hong Kong and Singapore private banking teams
The Canadian wealth manager has recruited seven new senior bankers in Hong Kong and Singapore.
Butterfield Reports Second Quarter 2025 Results
Quarterly cash dividend rate increased by 14% to $0.50 per share for the quarter ended June 30, 2025
Investec deploys SunTec Xelerate to enhance pricing and billing for corporate clients
SunTec says its tech will enable Investec to automate its pricing and billing processes for business banking clients and boost the efficiency of collections and charge recovery.
The pioneer in digital wealth management continues to grow: More clients and more assets under management at True Wealth
The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.