Top 30 fund picks: How young wealth stars avoid Mag 7 risks
Equal-weight US index funds are gaining traction with the UK's best young wealth managers.
Wealth and Asset Management
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Hong Kong's Private Wealth Association Expands Membership
This includes Robeco, Apollo Global Management, Blue Owl Capital, Brookfield Oaktree Wealth Solutions and Futu Trustee.
Traditional German company faces partial sale
M.M. Warburg plans to divest its capital markets business and focus on its two other divisions, private banking and corporate banking, in the future.
UBS Asset Management to enter active ETF market
The fund giant has also unveiled a new suite of low-cost ETFs.
Bantleon merges several multi-asset funds
This means that two funds will disappear later this month.
Nomura Asset Management to launch more retail funds in Hong Kong
The Japanese asset manager has chosen Hong Kong as the primary Asia ex Japan region to expand its wholesale business.
Dublin-based investment advisory firm GillenMarkets acquired by leading wealth management company
As well as offering wealth management services, it publishes a monthly newsletter with impartial research and analysis that allows people to make informed investment decisions.
How women are reshaping the face of wealth
In the European Union and the US specifically, women control about a third of all retail financial assets, with the share expected to rise to 40 to 45 percent by 2030.
Barron’s 2025 Top 100 Financial Advisors and Top 250 Private Wealth Management Teams
All four wealth advisors have been named to the list in previous years.
FWD Singapore, IPP eye Gen Zers amidst wealth influx
Assets are being passed down through families from one generation to the next.
Quilter Cheviot Europe buys Dublin advisory firm GillenMarkets
The acquisition will see the Irish firm's founder, five investment advisers, and their support team integrate into QCE.
Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience
Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.