Managers of Wealth

OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK

Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.

Finanz'25 was well received – new location 2026

The exhibitors and organizers of the financial fair draw a positive conclusion. A total of 2,900 trade visitors were counted in Oerlikon.

How Guernsey’s private trustee structures can protect assets

Private Trust Companies and Private Trust Foundations remain effective vehicles for preserving the value of significant assets, says Rupert Pleasant, chief executive of Guernsey Finance

Stone Ridge mutual ILS fund assets stable at $5.1bn, but cat bond investments grow

Now, one quarter on at January 31st 2025, total for cat bond and ILS assets recorded in the funds has reached just over $5.2 billion.

ARC Indices Estimates

Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.

Mark Haefele’s ‘complete opposite’ route to UBS wealth's CIO hotseat

UBS GWM's global chief investment officer discusses his team’s evolution, which themes are surviving Trump and what appeals to billionaires.

STEP release: global ‘attitudes to Wealth’ report published on attitudes to wealth and tax

This report comes at a critical time as multiple countries contend with rapid economic, political, and tax policy transformations.

Temenos survey finds three quarters of banks are exploring GenAI deployment

Banks are increasing their investment in GenAI but remain concerned about data privacy, legal requirements and accuracy

Wealth Managers Turn to AI and Private Assets to Boost Their Business

Private assets remain a key focus for wealth managers, although 26% consider that access (or lack thereof) poses a threat to their business

HSBC bets big on Hong Kong to tap Asia’s wealth-management boom, CEO Elhedery says

HSBC’s customers base increased to 6.2 million last year from 5.4 million, showing the importance of the city, Elhedery says

UK Spring Statement 2025: What it means for your wealth

We analyse the key measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy.

J.P. Morgan Asset Management Unveils New JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)

Fund joins HELO in the firm's Hedged Equity suite

Women's History Month: Female advisors talk about 'trailblazing' and wealth management

Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.

How Gen Z and Millennials Will Shape the Fintech Industry

The experts considered six Southeast Asian countries: the Philippines, Indonesia, Vietnam, Thailand, Singapore, and Malaysia.

Swiss equities as a portfolio diversification enhancer

Despite recent challenges, including currency fluctuations and limited tech exposure, several catalysts suggest a recovery potential for 2025 onwards, supported by attractive valuations and growth potential.

UBS: Ethos criticises remuneration, share buyback programme and sustainability report

Ethos also regrets that the bank is withdrawing certain sustainability commitments and recommends to vote against the sustainability report.

Economic signals contrast with the interest rate decision

The SNB must have had other reasons for the recent interest rate cut than economic sentiment.

UK Spring Statement reaction

Schroders UK investment experts respond to the UK's Spring Statement from Chancellor Rachel Reeves

IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies

The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.

Why these RIA firms are sitting out the M&A trend

Leaders at Five Eleven Partners and Johnson Investment Counsel speak out on the costs of consolidation, the pros and cons of PE, and how they're planning ahead for clients and advisors.

Comment & Analysis