HSBC Launches One-Bank Entrepreneur Programs
Asian wealth is largely powered by money from family businesses and entrepreneurs.
Wealth and Asset Management
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Evelyn Partners aims to boost number of women receiving advice with new partnership
Only 20% said they know where to find a good financial adviser
Meet the insurgent economists promoting a global wealth tax
Gabriel Zucman is leading a movement for billionaires to pay at least 2 per cent of their net worth each year
Schroders Personal Wealth finds three-quarters of people don’t understand IHT
Compounded by 40% of people not having a will
Close Brothers: Scheduled Trading Update
All statements in this release relate to the period from 1 February 2025 to 30 April 2025 (“the quarter”) unless otherwise stated.
EFG Record net profit
Revenue margin was 97 basis points in the first four months of 2025, compared to 96 basis points for the first four months of 2024 and for the full year 2024
Private bank Bergos with a setback – and new momentum
Assets under management excluding custody accounts increased by 7.5 percent to CHF 6.94 billion.
EdRAM launches ‘Global Resilience’ fund to tackle changing world
New strategy will invest in a portfolio of 50 structurally resilient companies.
Julius Baer: Interim Management Statement for the first four months of 2025
In the first four months of 2025, against the backdrop of continued de-risking of the client book, the Group achieved strong high-quality net new money inflows of CHF 4.2 billion (2.5% annualised).
Osaic Unveils Vision for the Future of Wealth Management at NXT 2025
Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice
How to successfully transfer family wealth to the next generation – without conflict
While intergenerational asset transfer is often perceived as a technical process involving tax planning and wealth distribution, it is, in reality, fraught with human challenges.
SS&C aims to exploit changing demographics of wealth
For Bill Stone, chief executive officer of SS&C Technologies, artificial intelligence (AI) will be the single most transformative catalyst for the wealth management industry.