Managers of Wealth

Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award

Broadridge remains in the top three ranking for third consecutive year

Indosuez expands Ticino location with banker team

Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.

Private markets give banks an operational headache

Private markets are still geared to institutional investors making large subscriptions. Wealth players delving into this area risk an administrative mess.

Broadridge Acquires Retirement Plan Technology Provider iJoin

Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities

Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony

Record-breaking participation highlights industry growth as winners announced at prestigious Cipriani 42nd Street gala

NBK Wealth names head of UAE private banking

The wealth management arm of National Bank of Kuwait Group manages $22bn in assets as of the end of 2024.

Syz Group triples its half-year profit 2025

The minority shareholders' share of profit amounted to CHF 844,000, resulting in a net profit for the Group 's shareholders of CHF 6.5 million.

Rothschild in deal with LLB to boost its wealth management ops in Dubai

The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business

Standard Chartered wealth and retail head urges diversification amid correction risks

‘There could be another correction. These things happen,’ Standard Chartered’s Judy Hsu says

Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally

Harnesses the power and scale of two global leaders in wealth

Hargreaves Lansdown opens up access to private markets through pensions

The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.

Cerity to merge with New York financial advisory firm Graypoint 

Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.

Investors more concerned about wealth transfer than returns

The research also showed investment returned mattered less for the company’s clients.

Global banks rush into Credit Suisse vacuum to serve Swiss companies

JPMorgan and Deutsche Bank among lenders competing for country’s businesses

Citi’s Asia private bank ramps up hiring as strong capital inflows drive regional rally

Growing number of wealthy clients want to take advantage of market rallies and alternative investments like hedge funds and private equity

Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients

New Program Unlocks Access to Institutional-Grade Private Market Funds for Qualified Clients

Goldman Sachs and T. Rowe Price Announce Strategic Collaboration to Deliver Innovative Public-Private Investment Solutions

Firms will broaden access to diversified public and private market portfolios with a focus on retirement and wealth channels

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Wealth and Asset Management