KUALA LUMPUR: CIMB Group aims to become the primary wealth management partner for affluent individuals across ASEAN through the introduction of CIMB Private Wealth, as rising incomes, urbanisation and intergenerational wealth transfers reshape demand for wealth advisory services across the region. The new wealth management proposition, introduced by CIMB Bank Bhd, combines institutional-grade financial solutions
Brian is WMA & Founder of Duggan Wealth Management | Forbes 2026 Best-In-State Wealth Advisor (#76) & Best-In-State Wealth Management Teams. There was a time when active management was not some niche corner of the investing world. Investors knew the big names in active fund management. Then indexing became more common. It’s low cost, can
Mumbai: Veriqus Group, an integrated wealth and asset management platform serving high net worth individuals, family offices, entrepreneurs and institutions, has raised about ₹387 crore in a funding round led by Norwest Venture Partners, the company said in a statement on Monday. “India’s wealth management industry is at an inflection point, driven by rapid wealth
Veriqus Group has attracted ₹387 crore in its latest funding round led by Norwest, a global venture and growth equity investment firm managing over $15.5 billion in capital, even as it launched an integrated wealth and asset management platform. Founded by seasoned financial services leaders Ashish Gumashta, former Chairman & CEO of Julius Baer India,
Restoring the deteriorating health of the UK’s population to the level of 2014 would boost GDP by 2% and generate a £72bn dividend for the public finances, research suggests. A paper by the Health Foundation thinktank, published on Sunday, argues the nation’s health should be valued by policymakers as an economic asset. “Good health enables
Laith Al-Khalaf and Emma Dunkley’s report on how some private banks are using alpine circuses and aviation upgrades to attract high-net-worth clients (“Banks jostle to woo the wealthy with snow polo, honeypots and private jets”, Report, June 25) seems to capture the current private banking marketing theatre perfectly. In my experience, the window dressing rarely
It’s hard to go for a month in the registered investment advisor sector without a new report detailing the challenge of succession planning in this founder-led, client-driven industry. Just take this week. According to Charles Schwab’s annual RIA benchmarking survey, just 45% of firms with under $250 million in assets under management have a written
Though emotional health is often conflated with mental health, the two are separate and equally important to overall well-being. Emotional health “focuses on being in tune with our emotions, vulnerability, and authenticity,” says licensed psychologist Juli Fraga, PsyD. Keep in mind that having good emotional health doesn’t mean you’re always happy or free from negative
Wealth Enhancement, an acquisitive Minneapolis-based registered investment advisor overseeing $158.2 billion in client assets, has brought on the investment advisory business of Raleigh, N.C.-area WealthShield Partners and its affiliated wealth management practice, Madison Oaks Wealth Partners, which together managed more than $993 million in assets. WealthShield Partners is led by Managing Partner Robert Leggett, while
The UK discretionary wealth management market reached £1.24tn in assets under management at the end of 2025, as adviser demand for model portfolios continued to grow. Research from Platforum found that wealth managers are increasingly attracting business through third-party financial advisers outsourcing investment management, rather than relying solely on their own private clients. Less than