Managers of Wealth

RBC Brewin Dolphin scraps 1762 brand in restructure

The Mayfair-based high-net-worth brand, established six years ago, will be absorbed by a new Private Wealth division, with 1762 head Simon Blowey leaving the business.

Sarasin & Partners unveils low-cost investment suite with MPA Financial Management

The MPA Sarasin Tailored Portfolio Service consists of five highly diversified model portfolios designed to meet a range of client risk profiles.

From regulation to innovation: the dynamic universe of biodiversity investments

This evolution is largely influenced by heightened regulatory focus and innovative market strategies that align with environmental sustainability.

UBS White Paper at Building Bridges

Starting strong and tasks ahead – Switzerland’s transition towards net-zero

Private banks in China seek state capital amid economic pressures

China first opened the door to private banks in 2014 when it allowed domestic lenders fully capitalised by private funds to operate in the state-dominated financial sector.

Asset managers make existential dash into private assets

Many executives believe they are engaged in no less than a fight for survival

Redefining wealth management: The Family Office launches goal-based investing platform

We believe that financial planning should not just be about numbers, it’s about achieving the life goals that matter most to our clients.

Quilter Cheviot focuses on REITs in third phase of investment trust engagement

Quilter Cheviot advocates for fully independent boards to best protect shareholder interests.

Thank Wealth Managers For These 8%+ Dividends

Digging into a fund’s prospectus and annual reports is something they look forward to.

HSBC India launches credit card for global private banking

The Global Private Banking business in India serves high-net-worth individuals.

Pimco expands UK global wealth management team

Both will report to Terry Oh, executive vice president and head of Pimco’s global wealth management business in the UK.

NRI Launches "NRI STREAM" Accelerating Digital Transformation in Asset Management

The new solution will be adopted by SBI Securities, Nikko Asset Management and Resona Asset Management

BNP Paribas Wealth Management Shares Key Investment Trends Expected in 2025

First, BNP Paribas noted that lower interest rates will support “leveraged asset classes,” such as real estate, infrastructure and private equity.

Billionaire wealth grows despite regional and sectoral shifts

The number of billionaires globally increased from 1,757 to 2,682, with a peak of 2,686 in 2021.

Global wealth management group GSB launches FutureOf fund

Beth Bell has joined to run the fund

Active ETFs gain ground on more passive benchmark trackers

Global assets have tripled since 2018 as many consider they show greater promise than more traditional mutual funds

Schroders: Asia wealth managers gorge on private markets

Financial advisers and wealth managers in Asia are seeing private markets allocation rise in response to shifting market dynamics.

Delving into the small and mid-cap market after the election

But remember that with Donald Trump, nothing is certain and things can change very quickly.

Changes In The Wealth Advisory Industry Heading Into 2025 And Beyond

For generations, ultra-high-net-worth families have relied on private family offices.

BCGE strengthens its strategic partnership with Finnova

This long-term commitment highlights the importance for BCGE of working closely with one of Switzerland’s leading banking software providers.

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Wealth and Asset Management