HSBC slashes fees for mass affluent clients
Advice fees will drop from 2.75% to 1% for Premier clients in a promotion running until the end of the year.
Wealth and Asset Management
15393 articles found
Where Ninety One's top UK Special Situations fund is finding value
The top performing fund is riding the wave of a significant shift in sentiment shift towards the UK.
Elevation Point backs new wealth manager Family Office Partners
Family Office Partners, led by a team of former UBS private wealth advisors, manages approximately $2.5bn in client assets.
Standard Chartered and ALTIOS announce strategic partnership to support international expansion of SMEs in Asia
This collaboration marks a significant milestone in both Standard Chartered and ALTIOS’ commitment to empowering small and medium-sized enterprises (SMEs) with the tools, resources, and insights necessary to scale internationally with confidence.
OCBC Unveils Multi-Billion Dollar Johor Commitment
By the end of 2025, the bank expects to provide at least another 3 billion ringgits in financing for investments into various sectors including real estate, oil and gas, manufacturing and data centers.
BlackRock’s Cohen: We are as strong as our rivals on private markets
Chief product officer Stephen Cohen says the world’s largest asset manager is ready to go toe-to-toe with alternatives giants
Henry Chui, Head of Private Wealth APAC at Partners Group, on the private wealth trends in APAC
With the right mix of education, customization, local expertise, and innovative fund structures, firms can capitalize on one of the most dynamic and fastest-growing segments in global finance.
Prosperity IFA Limited Selects SEI for Tailored Model Portfolios
Goals-Based Investment Approach and Consultative Services Core to Driving Growth
Brookfield Oaktree looks to add to wealth product line-up
The alternative asset manager is looking to round out its offering with the introduction of a private equity semi-liquid strategy later this year.
Citi almost triples wealth transactions after digital revamp
Four of five clients use the bank’s mobile app regularly.
Standard Bank’s Jael Crystal-Azah is Named a 2025 NextGen Leader
This prestigious annual list celebrates the leading young private client practitioners, including those specialising in trust and fiduciary services, private client tax
Joyce Woo on Compliance and Technology in Wealth Management
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),