Managers of Wealth

ZEDRA confirms completion of acquisition of Blackstones in Poland

Blackstones’ service offering includes accounting & reporting, HR & payroll, company formation and corporate services.

The Proper Way to Ask a Private Banking Client for a Selfie

An updated Monetary Authority of Singapore circular from early 2022 shows a willingness to tread new, more hallowed grounds, but an unwritten fallback shines through the entire eight pages of electronically delineated nirvana.

Baloise generates growth in its attractive non-life business and reports an encouraging profit despite higher claims incurred

This increased the adverse impact from large claims and natural disaster claims on the Group’s EBIT by around CHF 30 million compared with the first half of the previous year.

Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald

The acquisition represents an important addition to the Company's international operations

How the C&A heirs are shaking up the Swiss asset market

This company has now opened up to external investors.

BlackRock and Partners Group establish strategic partnership to transform retail wealth access to private markets

Positions BlackRock and Partners Group to capture accelerating growth in private markets and managed models

Entrepreneurs: preparing for retirement with wealth modelling and financial planning

With the assets often tied up in pensions or the business itself, this is the point at which a good investment strategy should be put in place that suits the individual’s life goals and retirement objectives.

AllianceBernstein selects Evelyn Partners Fund Solutions as ACD for UK OEIC range

The funds were launched in 2019 and now manage assets in excess of $1bn.

Northern Trust launches solution for institutional carbon credits

The Northern Trust Carbon Ecosystem supports the growing interest in the voluntary carbon market by providing a digital lifecycle management capability for voluntary carbon credits.

Allocations to private markets now commonplace for private banks

There has been a flurry of activity in this space.

Private Bank Announces Financial Initiative To Support the Creative Community

Fieldpoint President and CEO Russ Holland noted that create! was inspired by the private bank’s immersion in the New York metro area and Atlanta

Titan Redefines Wealth Management with the Launch of Its Updated Platform for the Next Generation of High Earners

Titan Unveils Membership Plan and Titan Access

Wealth managers increase allocation to digital assets

Nine out of 10 respondents had up to 3% of its assets invested in the sector, with 60% estimating that within three years they will have more than 3% of assets invested in the sector.

DBS offers Thai onshore and offshore through same banker

The Singaporean bank said it is on track to triple its assets under management by 2026

Deloitte and RFO: SFOs Lack NextGen Confidence

Nearly seven in 10 respondents (69 percent) expect the next generation to lead their family office in Asia Pacific post-succession, according to a report by Deloitte Private and Raffles Family Office.

Apollo Is Selling $1 Billion a Month of Products to the Wealthy

Apollo has added about 200 people who work in wealth in the past three years

VP Bank Trims Staff in Singapore Unit

VP Bank has cut as much as 20 percent of its workforce in Singapore, sources familiar with the matter told finews.asia, with the reduction affecting the majority of functions.

France’s Indosuez enters new era with Degroof Petercam buy

Jacques Prost strolls into view and stares, unblinking, right down the barrel of the lens.

Former BOS Middle East market head launches MFO

The multi family office, which currently operates as a team of five, is looking to provide wealth management services with a purpose-driven approach.

Burgan Bank Expands its Private Banking Network to Include Al-Adailiya Branch

Confirming its commitment to offering high-net-worth clients a convenient private banking experience

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