Managers of Wealth

7IM reports platform assets gross inflows exceed £1bn

Net flows, over the same period, were the third highest ever reported by the business.

Wealthy families urged to invest for societal impact

Four critical areas — health, human rights, sustainability and gender equity — where private capital can play a pivotal role in driving meaningful change, are identified by the 2025 AlTi Global Social Progress Index.

Cathay United Bank Named "Best Wealth Management Bank in Taiwan" by The Asian Banker !

Earlier this year, the Bank was proud to announce that it had been named the "Best Wealth Management Bank in Taiwan" by The Asian Banker, an internationally-renowned financial journal.

StanChart opens fifth wealth centre in Hong Kong

The opening marks the bank's second wealth centre for affluent clients in Tsim Sha Tsui and fifth overall in the city.

Private bank CIOs shift strategies as market uncertainty grows

After two years of strong gains, driven by US mega-cap tech stocks, renewed volatility is prompting investors to rethink their strategies.

Edmond de Rothschild : 2024 Annual Results

In 2024, Edmond de Rothschild confirmed the strength of its business model, driven by its two core businesses private banking and asset management, across all regions.

Quilter WealthSelect reduces government bond exposure following successful ad hoc rebalance

With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.

Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium

Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.

11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list

The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.

Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes

One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.

The National Bank Eases Further

After that, most observers expected another small rate cut to follow in March.

Deutsche Bank and DWS launch private credit cooperation

As part of the cooperation, DWS will have preferred access to certain asset-based finance and direct lending opportunities originated by Deutsche Bank.

Citi Private Bank Launches Philanthropy Advisory Solutions in Asia

New philanthropy advisory solutions with two charity partners support rising client demand for philanthropy services

Advyzon powers Indivisible Partners wealth platform

Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options.

Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40

They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms.

Evelyn Partners to host Personal Injury and Court of Protection Masterclass for Legal Practitioners

The full-day event, which runs from 9am to 5pm will include two networking sessions with attendees also able to request certificates of attendance after the event.

FirstBank targets high-net-worth individuals with new private banking service

This move comes as Ghana’s economy continues to recover from recent debt challenges, with a growing class of wealthy individuals seeking sophisticated financial services.

Biggest Polish Bank PKO Is Hiring to Boost Wealth Management Arm

The lender estimates its 50,000 private-banking clients have 120 billion zloty ($31 billion) in assets.

Private markets: Sarasin’s Alastair Baker highlights attractions of such alternative thinking for wealth managers

Private markets cover a wide range of investments such as private equity, private debt and venture capital, and have a long history.

Quilter welcomes Forseti Wealth Partners to its advice network

Founded by experienced advisers James Harvey and Archie Wilson, the London-based firm specialises in wealth management and tax-efficient planning.

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Wealth and Asset Management