Managers of Wealth

BIL Suisse: Cooperation with well-known financial expert

Denat will help BIL Suisse implement its strategy of strengthening its presence among Swiss family businesses and entrepreneurs.

Fintech pioneers unite to build bank for high net worth individuals

The group - currently operating through 11:FS Holdings Limited - has earmarked £50 million so far and is expecting to begin another investment round shortly.

SMA, the integrated model that combines advanced consulting and management

This is a model that can represent a strategic response to the growth of passive management

FAAA statement on Senate decision to discontinue Inquiry into wealth management companies

“The decision to end the Inquiry seems extraordinary, particularly in the light of recent news about the collapse of Shield and First Guardian, potentially involving over $1 billion in consumer losses from their super.

Why Founders Talk To Wealth Advisors

Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?

Indosuez Wealth Management finalises the acquisition of Banque Thaler

The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.

Aberdeen and Titanbay Partner to Unlock Private Markets for UK Wealth Managers

A strategic partnership to streamline operations and scale access to private markets

Survey: Apac wealth managers’ demand for alts rises

Private credit and hedge funds are the most popular in the region.

New Frontier Economics report reveals Guernsey’s expanding role in supporting UK growth through international private capital

Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.

Burnout, bonuses and the illusion of success

Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters

St James’s Place shares: More to come from this FTSE 100 wealth manager?

The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.

Nikko AM becomes Amova AM

Rebranding of Japan-based asset manager

Amundi Expands Income Strategy Availability in Asia

The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.

Citi wealth boss Andy Sieg denies claims he threw tirades, made execs cry: ‘Not accurate’

“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”

LPL Financial Welcomes Concentric Wealth Management

They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.

Bank Frick generates net profit of CHF 4.5 million

In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.

ARC finds only 18% of wealth firms considering private markets

Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.

Del Vecchio’s Billionaire Heir Gets €350 Million From Indosuez

Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop

SEI CEO plots wealth, private assets expansion

Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.

UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List

Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes

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Wealth and Asset Management