Managers of Wealth

UBS CEO Sergio Ermotti’s Salary Draws Attention

The remuneration for CEO Sergio Ermotti, in particular, has drawn attention.

TrinityBridge – the renamed Close Brothers AM business- begins new chapter as an independent wealth manager with £35m investment

A central focus of this investment is the development of a new investment platform, which is being built through strategic partnerships with industry-leading firms.

Integrated Partners Adds $331M Prout Financial to Network

The Traverse City, Mich.-based advisors will join Integrated’s advisor network while continuing to host their weekly local radio show on financial literacy

FNEX launches alternatives platform for US wealth managers

With a commitment to elevating client portfolios, the FNEX Alternatives Market empowers wealth managers with tools to access diverse boutique investment strategies

Summit Financial invests in New Jersey’s Gateway Advisory

Gateway Advisory specialises in investment advice, tax planning, risk management, and wealth transfer planning.

HSBC, UBS Expanding Wealth Management in India, FT Says, Citing Sources

UBS is looking to buy Indian wealth management company 360 ONE, the FT reports. HSBC said in January that it plans to double its branches in India.

How To: Explainable AI For Ideal Customer Acquisition In Wealth Management

This is mainly because they use insufficient numbers of signals to determine a fit.

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors

Brown joins an advisory board that includes industry heavyweights such as Arun Anur, chief operating officer at wealthtech juggernaut Orion.

She became a billionaire overnight after years as a hospice nurse. Now a philanthropist, she is challenging America’s richest ‘to redistribute’ their wealth

While many say giving away a lot of money is hard, that is not Dageville’s perspective.

Future IM/Pact welcomes new wealth management partners

The support from Morgans Financial, Evans & Partners, Morgan Stanley and Canaccord Genuity will expand the reach of Future IM/Pact to women and other diverse talent working in the investment advice space.

VP Bank Promises Improvement

After the disastrous year of 2024, VP Bank aims to grow and increase revenue in the current year.

UBS Limits Home Office

With this measure, the bank aims to achieve a more balanced occupancy of office spaces.

Gold price breaks magic threshold

The ongoing geopolitical risks and growing fears of a further escalating trade dispute and further tariffs have caused the price of the precious metal to rise further.

‘We’re not the US!’: Wealth managers stand by DEI

UK wealth managers pledge to keep DEI targets as regulators scale back their demands.

ASK Wealth high net-worth clients make most of opportunity to invest in Blackstone’s private equity fund

In expansion mode, ASK Wealth takes branch network to 25, adds more relationship managers

HSBC GPB's UAE head of private banking exits

After almost a decade in the role, and two decades at the bank, the Anglo-Asian giant's private banking UAE head is leaving.

Wealth managers reduce exposure to investment trusts

Nearly half of them said it would be a bad year, with one going as far as to say “it’s over” for investment trusts

aberdeen Investments Adds Ex-J.P. Morgan Executive

Based in Singapore, he reports to Flavia Cheong, head of Asia Pacific equities.

VP Bank records a group net income of CHF 18.5 million and is on track with its package of measures to increase efficiency

Client assets under management rose by 9.5 per cent, while the new money inflow was 3.6 per cent.

LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.

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Wealth and Asset Management