Asset and wealth managers have a positive revenue outlook, backed by strong equity markets and growth from firms like ...

beefed up its wealth management business on Thursday by acquiring Burgundy Asset Management Ltd. for $625-million. Toronto-based Burgundy manages $27-billion for wealthy families and foundations ...

Bradley Russell, head of Manchester and the North West at UBS Global Wealth Management, discusses how philanthropy, social impact, and legacy are transforming the future of wealth management and why ...

Ramit Sethi, the best-selling author of "I Will Teach You to Be Rich," recently shared three salary myths in his newsletter, explaining that many people believe if they work hard, their company ...

In a year marked by shifting economic tides, the world’s wealth landscape continued to evolve. The 2025 edition of the UBS Global Wealth Report reveals not only a 4.6% rise in global wealth but also ...

Wealth management solutions provider Osaic has acquired investment management company CW Advisors for an undisclosed sum. The acquired company is a registered investment advisor based in Boston ...

PlainsCapital Bank promoted Shelly Chambers to wealth management market manager for the Fort Worth region of The Private Bank at PlainsCapital. Chambers joined The Private Bank in 2023 as senior vice ...

According to industry estimates, India has over 8.5 lakh HNIs today — a number likely to double by 2027. A growing share of this segment includes young founders and first-generation entrepreneurs, ...

The launch of Chubb 1792 Club marks a key milestone for Chubb Life as Hong Kong accelerates its ascent as a global insurance and wealth management powerhouse, attracting affluent and HNW customers and ...