wealth-management
17 stories related to this topic, newest first.
flipboard.comMorgan Stanley to Allow External AI Agents Access to ShareWorks and Equity Edge Platforms
Morgan Stanley will allow corporate clients' AI agents to access its stock administration platforms directly. The bank plans to extend the access to its 3,400 administration clients by next year.
BloombergBank of Singapore Increases Hiring to Target Ultra-High-Net-Worth Clients in Asia
Bank of Singapore is expanding its recruitment efforts as it focuses on attracting ultra-high-net-worth clients across Asia. The Business Times reported the development on Wednesday.
cnbc.comWealthy Americans Seek Multiple Residencies and Citizenship
Investment migration experts told Forbes that affluent U.S. citizens are obtaining additional residencies and passports. The practice is compared to portfolio diversification for risk management.
techcentral.co.zaSouth African Group Expands UK Banking Unit to Target Wealthy Clients
A South African financial group is expanding its UK banking operations to serve high-net-worth individuals. The move is expected to increase competition among banks and fintech companies focused on affluent customers.
einvestingforbeginners.comFinancial Advisors Discuss Cash Flow Management for High Net Worth Families
Advisors note that high net worth individuals can face cash flow challenges despite high incomes. They recommend focusing on liquidity and long-term wealth building rather than short-term spending.
cnbc.comJPMorgan Releases 2026 Summer Reading List with 14 Titles
JPMorgan compiled its annual summer reading list from suggestions by client advisors worldwide. The 2026 edition contains 14 books focused on artificial intelligence, leadership, and other topics.
Wealthy Families Discuss Strategies to Prevent Loss of Inherited Assets
Second-generation members of wealthy families posted questions on Reddit about preserving multi-generational wealth. Participants described common reasons wealth declines and methods some families use to slow the process.
manilatimes.netAtlas Raises $40 Million at $420 Million Valuation After Rebranding From Debit Card Startup Point
Four years after nearly collapsing when its bank partner Column ended their relationship, Patrick Mrozowski's rebranded fintech Atlas has secured a $40 million Series C led by Elad Gil and Verified Capital. The invite-only $999-a-year steel charge card now serves 2,000 customers…
usmagazine.comTrump Administration Considers Allowing Appreciated Stock Donations to Trump Accounts
Officials are discussing a proposal that would let wealthy individuals donate company shares to the investment accounts, potentially with significant tax advantages. The plan would add stocks to Trump Accounts. Reporting on the talks was published by Forbes and The New York Times…
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…
South China Morning PostSingapore 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…
news.sky.comBank 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 reviewHong 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 reviewBloomberg 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…