Managers of Wealth

Close Brothers Group investors are sitting on a loss of 82% if they invested five years ago

The recent bounce might mean the long decline is over, but we are not confident.

Where Is Wealth Management Heading?

This approach, inspired by Jeff Bezos’ framework for building resilient businesses, helps us understand how certain elements of the industry will remain stable despite whatever the future brings.

Intesa Sanpaolo aids Italian Exhibition Group development

Italian Exhibition Group is an Italian company in the organisation of international trade fair events.

Frontier Asset Management Selects SEI to Launch Active ETFs

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

New Inheritance Law Boosts Swiss Hub

While this arrangement may seem straightforward, it often posed challenges in complex cases.

SJP’s rollercoaster year, Evelyn’s takeover: FN’s top wealth management stories of 2024

From SJP’s tumultuous year to the sector’s biggest M&A deals and sit-downs with private banking bosses, FN looks back at our biggest stories this year

St James’s Place International joins AILO

St James’s Place re-joined the FTSE 100 earlier this month

Mashreq: how to manage wealth through geopolitical uncertainty

Interest rates have profoundly influenced the strategies adopted by private banking clients over the past year.

Is Radicant Bank Changing Hands?

The market entry of Radicant Bank was anything but smooth. From the beginning, the project faced political criticism.

UBS gives up CS's prestigious headquarters

Schwanenplatz in Lucerne's old town is one of the most exclusive and expensive locations not only in the region, but also nationally.

Societe Generale Private Banking - Private Banking and Wealth Management Operations Competitor Profile 2024

Examine Societe Generale's financial performance, key ratios, and assets under management growth.

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

As global interest rates decline, investors generally adopt a more favorable outlook on the broader economic environment

Nordea Private Banking Competitor Profile 2024 - Marketing strategy, Social media presence and Digital innovations

Examine Nordea's financial performance, key ratios, and assets under management growth.

Coutts CIO weighs private assets move

While Fahad Kamal says it is impossible to ignore the return profile of private assets, the lack of liquidity remains a concern.

Despite FOMC market reaction asset managers still favour risk assets

BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.

St. James’s Place Hong Kong's Vision for Private Wealth Management in 2025

Wickham highlights how St. James’s Place is preparing to capitalize on opportunities and deliver value to clients and advisers alike.

Grandtag: Top Trends for Wealth Management in 2025

Key trends include the increasing importance of legacy planning, the demand for more adaptable wealth solutions and the shift towards digitalization to meet the needs of the next generation of wealthy clients.

Altriarch Asset Management Hits Three-Year Track Record

We believe Altriarch's historical three-year performance demonstrates the strategy's potential to generate risk-adjusted returns for institutional investors.*u

Thriving in a fast-evolving market

Channel Islands Wealth Management Insights 2024

GKB launches global equity and sovereign bond ESG funds

The cantonal bank believes that companies which take positive climate action will be more successful than their competitors in the longer term.

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Wealth and Asset Management