Managers of Wealth

FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution

The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.

Mapfre Asset Management to use BlackRock's Aladdin platform

The Spanish insurer is set to adopt Blackrock's platform.

Why Wendy Warren is one of the Bahamas’ leaders in wealth management

As the founder and managing director of Caystone Solutions, Wendy oversees a dedicated team that supports family offices, asset managers, and private clients in preserving and growing their wealth.

The future of wealth: What industry experts are saying

In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.

Wealth Management Startups See Funding Rise

There’s nothing terrible about this sort of asset assortment.

Track to the Future – with HSBC Asset Management’s Dan Rudd

How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months

The Power Of Holistic Wealth Management For High-Net-Worth Individuals

Bibbo’s success is marked by notable awards, including Crain’s 2021 Notable Wealth Managers and 2024 InvestmentNews Top Advisors List.

Rathbones continues to cut roles in search of £60m Investec savings

Wealth management mega-merger sees more jobs cut in hunt of savings.

Bellevue expects halving of net profits

The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.

Lombard Odier: Zurich EAM Desk Reaches the Next Level

What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.

Partners Group agrees to acquire real estate platform Empira Group

The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.

Standard Chartered targets USD200 billion in net new money and double-digit wealth growth over next five years

In the first nine months of 2024, the Bank achieved a faster NNM acquisition rate than its peers.

Schroder AsiaPacific Fund plc - Full Year Results

The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.

SJP clients face £3mn bill for funds they are locked into

Clients will receive some payment as assets are sold over the coming two years.

Schroders Investment Outlook 2025: Look beyond recent winners for return opportunities

For global equities, the dominance of technology and AI has characterised this year's market, but the shifting dynamics suggest the potential for other sectors and regions to emerge.

IAM Valeur Group buys two Swiss companies

All staff at Anova Partners and Mayfair Financial Services will be retained, taking the group employee count to 90.

BlackRock targets private credit growth with $12 bln HPS acquisition

BlackRock CEO Larry Fink has previously outlined private credit to be a "primary growth driver" within alternatives for BlackRock in coming years.

“Putting the client at the centre of our approach”

The country has a number of solid assets to offer these families, starting with its multiculturalism and multilingualism.

Singapore's DBS hires private bankers for rich Russians as rivals balk

The bank’s stock rose to another record high on Tuesday, outpacing gains at rivals.

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

1
2
3
…
163
164
165
166
167
168
169
170
171
172
173
…
1622
1623
1624

Wealth and Asset Management