Managers of Wealth

Asset managers increasingly integrating tech into operations, survey finds

The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.

Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards

At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’

Artificial intelligence in wealth management: friend or foe?

Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience

BNP Paribas Wealth Management CIO says private debt is 'money for old rope'

The private credit market, where investment funds lend private equity portfolio businesses and other companies money, has boomed in recent years

Oakglen Wealth launches IHT Solution in partnership with Toscafund AM LLP

In this piece we bring to you the exciting news of Oakglen Wealth partnering with the specialist investment manager Toscafund Asset Management LLP, to launch our new AIM Inheritance Tax Service.

Wealth.com Launches New Family Office Suite, Strengthens Legal Team With Addition of David Haughton, JD, CPWA

New estate planning offering focuses on driving productivity and efficiency for advisors and wealth strategists serving high-net-worth and ultra-high-net-worth clients

Slate Asset Management Completes Approximately €425 Million of Senior Debt Refinancings for Its European Essential Real Estate Portfolio Year to Date

Slate completed the refinancings at five- and seven-year terms at compelling rates, which were also more favorable than initial underwriting.

Schroders Group Chief Executive Peter Harrison awarded Outstanding Contribution to the Investment Industry

Earlier this year, Schroders announced that, after a decade on the Board, Peter had signalled his intention to retire as Group Chief Executive in 2025.

St. James’s Place unveil Lumina portfolios

Over 9,000 ETFs and funds were reportedly screened in the selection process.

Cantonal banks launch multi-asset fund supporting education

The new strategy distributes 2% of its fund volume annually to the Education Cannot Wait, a UN fund providing education to children in emergencies.

How Trusts & Foundations can assist Wealth Preservation

Trusts and foundations can be key to helping individuals and families navigate regulatory scrutiny and shield assets from potential threats.

ZKB is opening its first branch in Kloten today under the new location concept

In the new location concept, everyday transactions are therefore increasingly carried out in assisted self-service.

How UBP bring in-house expertise to private market offerings

UBP’s private markets group is a dedicated unit of the bank that offers its private banking clients in-house private market capabilities.

Arab Bank Switzerland Aims to Expand its Position Through Cooperation

The Wecan Comply solution will be implemented across the entire Arab Bank Switzerland group.

Legacy Wealth Management Is New NI Chamber Patron

The financial planning experts have partnered with the leading business membership organisation, in a demonstration of commitment to business and economic growth across Northern Ireland.

Taking a Look at Singapore’s Merits as a Global HNW and UHNW Wealth & Advisory Hub

The discussion opened with a close-up and personal on the upcoming FATF evaluation scheduled for August, as this looms large over Singapore's financial sector.

UBS picks Chinese state fund over Ken Griffin’s Citadel Securities for Credit Suisse unit

UBS will sell a 36.01 per cent holding in Credit Suisse Securities (China) for US$91.4 million to Beijing State-owned Assets Management Co

Foreign banks target Switzerland after UBS takeover of Credit Suisse

"When one player is absorbed, the musical chairs are being rearranged and that creates opportunities,"

Clients let down by wealth management industry’s lack of tools providing insight into ESG and climate risks

But many wealth managers and financial advisors do not have the tools and systems needed to effectively track and manage ESG and climate risks and the industry needs to invest heavily to improve.

Van Lanschot Kempen provides update on wealth management strategy and presents 2027 financial targets

Building on the disciplined strategy execution and capital management of the past years, it will focus on scalable growth through client excellence.

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Wealth and Asset Management