Managers of Wealth

How Ultra-High Net Worth Individuals Manage Wealth Across Generations

To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.

Danske Bank to become the first financial institution in the Nordic region to implement Aladdin Wealth™ into its personal customer investment services

Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.

Fuel Ventures invests £4M in Prosper for AI wealth management

The investment round also attracted notable sports figures, including England cricket captains Ben Stokes and Jos Buttler, as well as Olympic and world champions Dame Jess Ennis-Hill & Dame Sarah Storey, among others.

Wealth Management Firms Embrace Independence And Growth

Recent developments within the wealth management sector indicate significant shifts as firms restructure and expand to adapt to the needs of their clients.

UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform

The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology

Hamilton Lane: Infrastructure leads the way for allocation increases in 2025

Nearly half of wealth advisors plan to increase exposure to private infrastructure this year, according to a recent survey by Hamilton Lane.

UBP profit rises 15% to CHF 257.4mn in 2024

UBP is headquartered in Geneva and specialises in wealth management for private and institutional clients.

Nominations Open For 2025 Wealth Management Industry Awards

New submission categories celebrate innovation in AI, data management, estate planning, and more

HSBC’s New Flagship Wealth Centre Is Elevating Financial Excellence In Malaysia

This state-of-the-art centre is set to redefine how Premier Elite customers manage their wealth, offering tailored financial solutions in an exclusive, inviting space.

VP Bank event: Well equipped for highs and lows - Record pursuit on Mount Everest

On behalf of VP Bank, Felix Brill will provide an outlook on the economy and financial markets.

Deutsche Bank reports 2024 profit before tax of € 5.3 billion and € 2.1 billion of proposed capital distributions to shareholders

Revenues grew by 4% year on year to € 30.1 billion, in line with guidance.

Mark Andrews awarded 'Trustee of the Year' at Citywealth IFC Awards 2025

His strategic vision and innovative approach set a high standard, fostering a culture of excellence and growth within the team.

Raymond James quarterly profit soars on capital market, wealth management strength

Bankers now expect global deal volumes to surpass $4 trillion this year, the highest in four years.

Jersey Wins ‘IFC of the Year’ at 2025 Citywealth Awards

Now in their fourteenth year, the awards aim to recognise excellence amongst advisers and managers in the private wealth sector across major IFCs.

Wealth management firm set to Prosper with new funding

London-based platform Prosper raises £4m in Fuel Ventures-led round and will launch private market investment offering

Second best annual result for the SZKB

The economic environment in 2024 was characterized by geopolitical tensions and weaker economic development in Europe.

St James’s Place: Britain’s biggest wealth manager has stock upgraded

The bump came from £1.5bn of inflows in the last quarter of the year, which was 70 per cent ahead of consensus and St James’s Place’s strongest quarter in almost two years.

Invesco Asia banks on Dragon merger to make it roar

Invesco Asia managers explain why China's stimulus measures could be a turning point in 2025.

Blackstone Turns to Canada’s Wealthy to Broaden BXPE’s Reach

Firm has raised $8.5 billion for PE fund targeting individuals

How UBS Deploys Microsoft AI Platform in Global Operations

The bank selected Microsoft Azure after determining that packaged solutions wouldn't meet its requirements for data security and customisation.

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Wealth and Asset Management