Managers of Wealth

HSBC: UHNWIs «Viewing This Pullback as an Opportunity»

Since peaking in February, the S&P 500 has been trending lower amid an escalating trade war under US President Donald Trump.

Roy Lee of Leonteq: Elevating Structured Solutions for Independent Wealth Managers

Roy acknowledged that the independent wealth model has become increasingly central to Leonteq’s business in Asia, driven by growing demand for bespoke solutions and direct issuer access.

Mesirow Wealth Advisors Recognized by Forbes as 2025 Best-in-State Wealth Advisors

Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.

Vontobel 3-month 2025 trading update

In the first quarter of 2025, assets under management increased by CHF 6.0 billion to a total of CHF 235.1 billion compared to year end 2024.

Bank Frick achieves good annual result of CHF 9.5 million

After two years of consistent realignment, investments in personnel and infrastructure remained at a high level.

Swiss fund market: Uncertainty clouds the strong start

Despite the growing uncertainty in March, the Swiss fund market was still up 1.6% at the end of the month.

St James’s Place: Assets slump as firm gears up for fee changes

Analysts had been expecting funds under management at St James’s Place to continue rising from £190.2 to £197bn, underestimating the impact that market performance would have on the firm.

What does a 900-year-old monarchy bring to modern private banking?

LGT Group, the Liechtenstein princely family’s private bank and fund manager, stewards more than $650 billion of assets for banks, insurers, pension funds, family offices and rich folk.

Broadridge Unveils Asset Manager Rankings in China

This AUM growth and brand improvement continued to fuel global managers’ momentum in China, with most seeing an uptick in their China Power Ranking scores

Passing wealth: Julius Baer’s modern approach

Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.

K2 Private Wealth debuts with bespoke advice and global expertise

The London-based advisory firm brings a fresh, client-focused approach to wealth management, co-founded by industry veterans.

High net worth individuals view geopolitical risks as a direct threat to their wealth

A quarter (25%) of respondents identified trade policies, including tariffs and international disputes, as one of the biggest barriers to UK economic growth.

BNP Paribas Group: Results as of 31 March 2025

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter of 2025.

ARK Wealth Secures Two Prestigious Best Wealth Manager Awards

The wins come as Noah's ARK continues to expand its footprint cemented by a new overseas headquarters in Singapore

British brothers worth $9 billion quit U.K. as wealth exodus grows

The move boosts the billionaire siblings’ ties to the French Riviera city-state where they have held major investments for more than a decade.

The Private Credit Risk Management Question

Hedge fund gate provisions, strict private equity withdrawal limits, and venture capital redemption cycles are just some of the obstacles the average high-net-worth wealth management client faces.

HSBC China's top wealth banker reassigned, Asia wealth head relocates to Shanghai

Trista Sun, who has been leading the bank's International Wealth and Premier Banking (IWPB) business in China, will leave the role on May 1

Hong Kong transport tycoon reveals secrets of managing family wealth

Under his watch, KMB has evolved from a traditional bus operator into a tech-forward transport provider serving 2.8m daily passengers.

Quilter reports strong first quarter core net inflows up 181% on the prior year period, representing 8% (annualised) of opening AuMA

First quarter core net inflows were 181% higher than the comparable period in 2024 and were 16% higher than the then record fourth quarter 2024 level.

$1 Trillion of Wealth Was Created for the 19 Richest U.S. Households Last Year

That’s more than the value of Switzerland’s entire economy.

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Wealth and Asset Management