Managers of Wealth

From haute cuisine to wealth wisdom: Inside DBS Bank’s new vision for private banking

For the bank’s Carol Wu, the future of wealth management is as much about curating experiences as it is about crunching numbers

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.

Baloise Swiss Property Fund: Issue conditions of the planned capital increase 2025

The capital increase is intended to generate additional funds to be used to acquire a real estate portfolio of up to eleven properties for a purchase price of up to CHF 209.6 million.

Asset Managers Seek Recipe for Further Growth

The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.

Siebert invests in wealth management platform FusionIQ

The alliance will integrate FusionIQ's technology into Siebert, aiming to improve its digital services and investment workflows.

Welsh SJP partner firm gains Chartered Firm status

Nine Wealth Management is a partner firm with St James’s Place and specialises in working with senior corporate executives.

Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros

Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers

Liontrust enhances trading operations through strategic collaboration with BNY

Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team

Praxis celebrates future leaders named in 2025 eprivateclient NextGen Leaders list

The annual list highlights exceptional individuals with fewer than 15 years’ experience

LGT eyes Swiss onshore clients for next growth phase

Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.

First Wealth launches Sports and Entertainment arm to business

Recruitment for new division to lead expansion of planning business to sports and music stars.

What Makes a Great Private Bank? – Here’s What the CEOs Say

Opinions differ on what defines a good private bank in this environment.

VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 2025

They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.

EIB triples financing for banks to provide liquidity to SMEs in the supply chain of Europe’s defence industry, signs first deal with Deutsche Bank

The EIB is also triggering the new facility through an inaugural agreement with Deutsche Bank, providing long-term liquidity earmarked for security and defence investment projects.

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Wealth and Asset Management