Managers of Wealth

Largest private banks seek to strike ‘digital gold’

The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets.

One Bank: The strength of teamwork

The event brought together 250 people from different – in some cases distant – parts of the group.

Wave of PM exits at Schroders amid sweeping ‘transformation’

Major reshuffle at UK investment giant sees top managers leave as $193m cost-cutting drive gears up.

Credit Suisse Veteran Boosts Private Bank with Strategic Expertise

This strategic move signals a commitment to strengthen and expand the brand’s presence within the Swiss market.

Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution

The increase in earnings for the current period reflects contributions from AEL

Wealth Tech Awards 2025: Winners and highly commended

Best Private Bank in Asia for Big Data Analytics and AI

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience

Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.

Quilter Cheviot Europe buys Dublin advisory firm GillenMarkets

The acquisition will see the Irish firm's founder, five investment advisers, and their support team integrate into QCE.

KGI names Raymond Yeung as MD of wealth management

Raymond Yeung is hired as managing director of wealth management for the China market.

UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer

The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.

Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space

The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers.

DBS: First-quarter profit before tax at record SGD 3.44 billion

Total income rose 6% to SGD 5.91 billion from balance sheet growth

Leonteq announces changes to its organisation

Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.

Evelyn Partners trading update for the three months ended 31 March 2025

At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.

Rathbones Group Plc Trading Update

This reflected the broader industry trend of weaker flows into equity, fixed interest and multi-asset funds, with flows leaning more towards money-market funds in the quarter.

Retirement Planning drives demand for bespoke investment services

Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

The new unit, based in Madrid, has 5 professionals dedicated to international clients

VCC Structures Are Positioning Singapore as a Prime Global Location for Wealth Management

Among the MAS’s aims for the VCC is to encourage more funds to be domiciled in Singapore and enhance the city-state’s value as an international fund-management centre.

Successful first quarter for Valiant in 2025

Valiant remains on a good course in a volatile interest rate environment and achieved a solid operating result of CHF 53.7 million (-5.7%).

Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses

The strategic hire comes as the merged firms prepare to formally unite under a single brand, W1M, in June.

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Wealth and Asset Management