Managers of Wealth

Blackstone buys $1B mortgage portfolio from German bank

Multifamily, office and hospitality properties backing Deutsche Pfandbriefbank loan pool

Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline

FCA Consumer Duty compliance deadline 31 July

Lombard Odier research identifies expats’ motivations for relocating to the UAE

The study highlights the strong draw of the UAE for Western expats, more than 40% of whom cite high quality of life and investment opportunities as the primary drivers for moving to the region.

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies

Wealth firms in the UK slow to adopt semi-liquid funds

The limited range of semi-liquid products and the question of suitability loom large for wealth managers, who largely prefer investment trusts to access private markets.

From Superbowl stardom to wealth management boardroom

Bennie Fowler, who won Super Bowl 50 with the Denver Broncos, reflects on his new career as Caprock’s director of strategic relationships.

7IM enhances Pathbuilder range with ‘trend following’ strategy

Trend strategies have delivered strong performance during market turmoil and add a further layer of diversification and risk management to traditional passive strategies.

Goldman Sachs moves to new office in Amsterdam, the Netherlands

The Amsterdam office will have space for up to 50 employees allowing for the ongoing expansion of Goldman Sachs’ activities in the Netherlands.

Ex-Alpian CEO secures CHF 1.5m to launch private banking platform

Light Frame’s pre-seed financing round was led by ATX Venture Partners and New Stack Ventures.

Stratos Welcomes Spain & Smith Wealth Advisors

Firm to Leverage Stratos Wealth Advisors' Advanced Technology and Comprehensive Practice Management Support to Enhance Growth

Pantheon partners with iCapital to expand access to specialist evergreen semi-liquid private equity solution

Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia

Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s

These teams are among the best in the business and are dedicated to serving each client’s needs.

Barron's Advisor Top 250 Private Wealth Management teams 2024

This prestigious national recognition underscores the dedication and expertise of every team member.

Beyond wealth management: elevating life with Metrobank

Clients benefit from an extensive range of investment options, including securities and structured products, managed by a team of dedicated specialists.

HSBC Strengthening Ties Between Key Regional Wealth Hubs

At the same time, the city-state, on the other side of the spectrum, has focused on more specialized disciplines such as wealth management and private banking.

ABN AMRO announces the acquisition of Hauck Aufhäuser Lampe, strengthening top 3 position in wealth management in Germany

These entities and HAL have closed a co-operation agreement to continue offering the successful One-Stop-Shop service offering in the market.

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Wealth and Asset Management