Wealth and Asset Management

15347 articles found

Wealth and Asset Management

Confidence in UK economy hits 21 month-high and spending climbs 2.0 per cent in July, boosted by pubs, cinemas and staycations

Consumers reported feeling more confident in their job security and ability to buy non-essentials, as discretionary spending grew 1.6 per cent Transactions at pubs, bars and clubs surged 10.0 per cent, thanks to England’s World Cup run, with overall hospitality & leisure up 2.2 per cent Accommodation (2.6 per cent) and travel agents (2.5 per […]
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Wealth and Asset Management

How ‘inner wealth’ is reshaping financial planning for high-net-worth women

For decades, wealth management conversations largely centered on the question, “How much is enough?”   Today, many high-net-worth women are asking a different question: “What is this wealth ultimately for?”   That shift is helping redefine modern financial planning. Women are viewing wealth not simply as a measure of financial accumulation, but as a tool […]
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Wealth and Asset Management

Courting the next generation: How wealth managers are keeping family business assets within the bank

Singapore banks and wealth managers have been rolling out exclusive leadership and personal development programmes targeting the children of affluent clients as part of their strategy to build early relationships with the next generation.   Financial institutions hope sustained engagement will keep these heirs banking with them, just as their parents have.   UBS next-generation […]
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Wealth and Asset Management

Why family meetings are becoming key to UHNW estate planning

For financial advisors managing ultra-high-net-worth (UHNW) clients, the family meeting has quietly become one of the most consequential tools in the estate planning process. Regular family meetings and consistent communication are considered an important best practice by 89% of firms surveyed by Cerulli Associates in its 2024 research on high-net-worth wealth transfer. With roughly $124 […]
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Wealth and Asset Management

Osiris forays into Guernsey fiduciary market

Osiris Group has entered the Guernsey fiduciary market after securing fiduciary licences from the Guernsey Financial Services Commission.    The business, established in 1999, said Guernsey would serve as its Channel Islands centre for fiduciary and private wealth work, adding to its operations in Mauritius, the British Virgin Islands and the Cayman Islands.    The […]
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Wealth and Asset Management

FINMA welcomes the Federal Council’s consultation drafts on the legislative package to strengthen the “too big to fail” framework

The Swiss Financial Market Supervisory Authority FINMA supports the consultation drafts presented by the Federal Council for the implementation, within the Banking Act and the Liquidity Ordinance, of the measures set out in the Federal Council’s “too big to fail” report and the PInC report on the CS crisis.    These are key to strengthening […]
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Wealth and Asset Management

Brooks Macdonald and Woven Advice partner to help advice firms put their investment propositions into practice

Brooks Macdonald, the UK-focused investment manager with £21.7 billion total funds under management and advice (FUMA) at 30 June 2026, has announced a new partnership with Woven Advice, enabling IFAs to implement investment propositions consistently across their client books.    IFAs have long had access to tools to research and construct a central investment proposition. […]
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Wealth and Asset Management

Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices

Labuan IBFC Incorporated Sdn Bhd (Labuan IBFC Inc.), the official marketing agency for Labuan International Business and Financial Centre (Labuan IBFC), together with the Association of Shariah Advisors in Islamic Finance Malaysia (ASAS) and the Society of Trust and Estate Practitioners (STEP) Malaysia  brought together industry practitioners and experts to explore the intersection of Islamic […]
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Wealth and Asset Management

Phoenix-based UBS advisor team The Schultz Group recognized on Barron’s Top 250 Private Wealth Management Teams list for second consecutive year

UBS has announced that The Schultz Group in Phoenix, AZ has been named to the Barron’s Top 250 Private Wealth Management Teams list for 2026, marking the second year that the team has been the only Phoenix-based team on the list.   “Congratulations to The Schultz Group for once again being recognized on the Barron’s […]
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