wealth management
8 stories related to this topic, newest first.
GB NewsBritish Families Increase Pension Withdrawals Ahead of 2027 Inheritance Tax Reforms
Wealthy families in Britain are increasingly withdrawing pension savings to transfer to adult children amid upcoming inheritance tax reforms. Financial advisers note a surge in requests driven by the changes set for April 2027, which will subject unused pensions to inheritance ta…
Moheen Reeyad / Wikimedia (CC BY-SA 4.0)Singapore Wealth-Tech Firms Expand to Hong Kong as First Overseas Market
Singapore-based wealth-tech companies are selecting Hong Kong for initial international growth due to its substantial idle savings and financial hub status. Chocolate Finance recently launched there, offering competitive returns on deposits. Other firms like Syfe and Endowus have…
Substrate placeholder — needs review · Wikimedia Commons (CC BY-SA 3.0)Bank Reports First Quarter Profit Meeting Expectations Amid Fee Offsets
A bank announced its first quarter profit aligned largely with analyst expectations. Wealth management fees helped counterbalance a decline in net interest income. The results highlight ongoing trends in the banking sector's revenue streams.
Paul Best / Wikimedia (CC BY-SA 2.0)UBS Americas Wealth Management Shows Tentative Revival After Outflows and Staff Departures
UBS's wealth-management business in the Americas has displayed tentative signs of revival following a period marked by client fund outflows and key staff departures. The business operates in the region amid these developments. @business reported these details.
Anna Zvereva / Wikimedia (CC BY-SA 2.0)Wealthy Borrowers Use Luxury Assets as Collateral for Quick Loans
Wealthy individuals are obtaining short-term loans by pledging luxury items such as watches, handbags, and art. Lenders like Luxury Asset Capital provide funds quickly without personal guarantees or credit checks. This approach allows borrowers to access cash while retaining owne…
Substrate placeholder — needs review · Wikimedia Commons (CC BY-SA 3.0)Hong Kong Life Insurance Sales Reach Record HK$330.9 Billion in 2025
Life insurance sales in Hong Kong increased 50.6 percent to HK$330.9 billion in 2025, setting a new record. The growth was driven by affluent customers purchasing policies for wealth transfer, protection, and medical needs. Data from the Insurance Authority showed this followed a…
Sachyn Mital / Wikimedia (CC BY-SA 3.0)Wealthy Clients in Europe and US Seek Asian Investment Options Amid Volatility
Wealthy clients from Europe and the United States are exploring investment and wealth management opportunities in Asia. This move aims to protect their portfolios from ongoing market volatility. The information comes from the head of private banking at DBS.
Substrate placeholder — needs review · Wikimedia Commons (CC BY-SA 3.0)Bloomberg Businessweek Publishes Latest Family Office Focus Newsletter
Bloomberg Businessweek released its monthly Family Office Focus newsletter, which covers opportunities and data related to investment firms managed by wealthy families. The publication provides insights into the investment activities of ultra-high-net-worth individuals. Readers c…