Managers of Wealth

Praxis reports positive results and innovation at the half-year point

The first half of the year saw net revenue increase by 8.9% from £24.8 to £27.0m

BNY plans to acquire Archer and integrate its managed account services

The decision to acquire Archer can be attributed to the capabilities of managed accounts, which currently represent one of the fastest-growing investment vehicles in the asset management industry.

Basisbank named Best Private Bank in Georgia at the Global Banking & Finance Awards

The award salutes the bank’s wide range of products and services that meet international standards.

Net Worth of Singapore’s 50 Richest Individuals Rises by More Than 10% Reaching $195 Billion

The overall optimistic climate also bolstered the stock market, pushing the combined net worth of Singapore’s 50 wealthiest individuals up by more than 10%, reaching $195 billion.

Alpha FMC acquires White Marble and Bankside Financial Solutions consultancies

Alpha Financial Markets Consulting is a global consultancy to the financial services industry

Zurich Star from Lombard Odier Turns Up at Geneva Private Bank

Thanks to his client portfolio, which focuses on the United Kingdom, he was considered one of the key players at the Zurich branch.

A Different Kind of Foreign Bank is Coming to Switzerland

Now, the first Swiss wineBANK is opening its doors in Bern, with Zurich and Geneva soon to follow.

Nikko Asset Management to Rename as Amova Asset Management

This name change reflects the progress so far, and path forward, in the firm’s Global Growth strategy to strengthen growth in Japan and expand in global markets.

Swiss private banking not ready to roll over just yet

Today the country's sole globally systemic lender faces a substantial increase in regulatory capital requirements, under reforms that the Swiss government is advocating for.

Singapore tycoons’ wealth rises 10%, with Eduardo Saverin topping Forbes’ rich list again

Still, nearly two-thirds of those on the list saw their wealth grow in 2024 from the previous year, supported by Singapore’s expanding economy and stock market.

What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions

Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs

M&G’s wealth business posted £9mn loss ahead of restructure

The assets under administration for the combined wealth and advice business was £21.8bn at the end of June 2024

CIBC announces leadership changes affecting wealth management

Changes offer leaders broader experience across banking group's operations

Santander “steals” from CaixaBank the architect of its private bank’s success in recent years

The entity chaired by Ana Botín has reorganized the management of the bank in Spain

OCBC Acquires Barclays' Asia Wealth Business for $320 Million

The acquisition strengthens OCBC's presence across Southeast Asia, Greater China, and the Middle East, marking its second-largest private banking deal since 2009.

SEB to acquire Boye Advisory to strengthen private wealth and family office offering

The transaction will further strengthen SEB’s Private Wealth Management & Family Office division and enhance its offering to this client segment.

UBS Asset Management completes merger of Credit Suisse Asset Management (Schweiz) AG with UBS Asset Management Switzerland AG

As of 30 August 2024, Credit Suisse Asset Management (Schweiz) AG has been deregistered from the Commercial Register of the Canton of Zurich and has ceased to exist as a separate entity.

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Wealth and Asset Management