Wealth Management Industry News

A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.

thestandard.com.hk - The Standard 英文虎報 - Hong Kong becomes largest global wealth management hub, but diversification is needed
Hong Kong becomes largest global wealth management hub, but diversification is needed
The Standard

According to a report by an international consulting firm, Hong Kong has officially overtaken Switzerland for the first time as the world's largest cross-border wealth management hub. Hong Kong held US$2.95 trillion (HK$23.13 trillion) in assets in…

fool.com - Jonathan Ponciano - Why a Wealth Manager Made a $3 Million Bet on a 6.4% Yielding Senior Loan ETF
Why a Wealth Manager Made a $3 Million Bet on a 6.4% Yielding Senior Loan ETF
The Motley Fool

Concorde Asset Management disclosed a new position in the First Trust Senior Loan Fund (FTSL +0.07%) on June 1, 2026, acquiring 73,167 shares in an estimated $3.31 million trade based on quarterly average pricing. According to a Securities and…

marketbeat.com - Sandro Wealth Management LLC Takes $6.12 Million Position in Apple Inc. $AAPL
Sandro Wealth Management LLC Takes $6.12 Million Position in Apple Inc. $AAPL
MarketBeat

Sandro Wealth Management LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 22,510 shares of the iPhone maker's…

marketbeat.com - Texas Capital Bank Wealth Management Services Inc Boosts Stake in Broadcom Inc. $AVGO
Texas Capital Bank Wealth Management Services Inc Boosts Stake in Broadcom Inc. $AVGO
MarketBeat

Texas Capital Bank Wealth Management Services Inc lifted its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 16.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange…

forbes.com - Harry Temkin - How Global Fintech Ecosystems Are Expanding Market Access
How Global Fintech Ecosystems Are Expanding Market Access
Forbes

Harry Temkin is Chief Digital Officer at DriveWealth, a leading financial technology platform providing brokerage as a service. ​Modern financial history tells us that investing hasn't been truly open to everyone. Far from it. For centuries…

globenewswire.com - BNP Paribas SA - BNP PARIBAS PRESENTS THE GROWTH STRATEGY OF ITS COMMERCIAL BANK IN BELGIUM (CPBB) AND RAISES ITS PROFITABILITY TARGETS TO 22% PRE-TAX RONE IN 2028 AND 25% IN 2030
BNP PARIBAS PRESENTS THE GROWTH STRATEGY OF ITS COMMERCIAL BANK IN BELGIUM (CPBB) AND RAISES ITS PROFITABILITY TARGETS TO 22% PRE-TAX RONE IN 2028 AND 25% IN 2030
GlobeNewswire

BNP PARIBAS PRESENTS THE GROWTH STRATEGY OF ITS COMMERCIAL BANK IN BELGIUM (CPBB) AND RAISES ITS PROFITABILITY TARGETS TO 22% PRE-TAX RONE IN 2028 AND 25% IN 2030 BNP Paribas Commercial and Personal Banking in Belgium (CPBB) is at the heart of the…

independent.co.uk - Vicky Shaw - UK house prices fall for first time in 2026 creating strong buyers' market
UK house prices fall for first time in 2026 creating strong buyers' market
The Independent

UK house prices recorded their first monthly dip of the year in May, with the average property value falling 0.6 per cent month-on-month, Nationwide Building Society has reported. This marks the first decline since a 0.3 per cent decrease in…

thestandard.com.hk - The Standard 英文虎報 - Morning Recap - June 2, 2026
Morning Recap - June 2, 2026
The Standard

SCROLL TO CONTINUE WITH CONTENT A 60-year-old food delivery cyclist died after being struck and dragged beneath a double-decker bus in Kwai Chung on Monday afternoon, with the bus driver arrested on suspicion of dangerous driving. A woman in her…

wealthmanagement.com - Alex Ortolani - Corient Hits $508B in Client Assets With Completion of UK Deals
Corient Hits $508B in Client Assets With Completion of UK Deals
Wealth Management

Corient, the Miami-based registered investment advisor owned by the Mubadala Investment Company, has cleared $500 billion in client assets following the completion of its acquisitions of two U.K.-based advisory firms. Corient announced Monday that…

yahoo.com - Ashar Jawad - Truist Reiterates Hold on Fidelity National Information Services, Inc. (FIS), Cuts Price Target to $45
Truist Reiterates Hold on Fidelity National Information Services, Inc. (FIS), Cuts Price Target to $45
Yahoo!

Fidelity National Information Services, Inc. (NYSE: FIS) is among the 10 Most Oversold S&P 500 Stocks So Far in 2026. On May 28, Truist analyst Matthew Coad lowered the price target on the stock to $45 from $50, while maintaining a Hold rating. The…

wsj.com - Caitlin McCabe - One Thing I'm Watching: The AI-Fication of the S&P 500
One Thing I'm Watching: The AI-Fication of the S&P 500
Wall Street Journal

When the S&P 500 was introduced nearly 70 years ago, it was designed to represent a wide swath of the U.S. economy. These days, it's feeling a lot less balanced. Call it the AI-fication of the S&P 500, in which a handful of companies now exert…

cnbc.com - Lisa Kailai Han - Goldman just made a bunch of additions to its favorite stocks list. Here are the new names
Goldman just made a bunch of additions to its favorite stocks list. Here are the new names
CNBC

Goldman Sachs added four new stocks to its June conviction list, including Tyson Foods and Block. The stocks are new additions to the investment bank's 'Conviction List – Directors' Cut' group of buy-rated stocks. Goldman Sachs also added…

forbes.com - Melissa Houston - Women Could Be The Biggest Winners Of The Wealth Transfer
Women Could Be The Biggest Winners Of The Wealth Transfer
Forbes

Women Could Be The Biggest Winners Of The Wealth Transfer The largest wealth transfer in history is underway. Over the next two decades, trillions of dollars will change hands as Baby Boomers pass assets to younger generations through inheritance…

standard.co.uk - Vicky Shaw - Average UK house price fell by 0.6% month-on-month in May, says Nationwide
Average UK house price fell by 0.6% month-on-month in May, says Nationwide
Evening Standard

News from The City, market updates plus comment and analysis from our business desk I would like to be emailed about offers, event and updates from Evening Standard. Read our privacy notice. House prices softened in May, with the first monthly dip…

standard.co.uk - Vicky Shaw - Average UK house price fell by 0.6% month-on-month in May, says Nationwide
Average UK house price fell by 0.6% month-on-month in May, says Nationwide
Evening Standard

Get our award-winning daily news email featuring exclusive stories, opinion and expert analysis I would like to be emailed about offers, event and updates from Evening Standard. Read our privacy notice. House prices softened in May, with the first…

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