Managers of Wealth

St.Galler Kantonalbank continues on growth path

The continued strong growth is reflected in operating expenses

BEKB with customer growth and solid half-year results

Berner Kantonalbank AG has recorded a solid first half of the year: although profits of CHF 75.3 million are slightly below the previous year, customer growth continues. Profits from commission and service business have also increased.

Standard Chartered partners with INSEAD and SC Ventures for a first-of-its-kind international Next Gen programme

Programme saw participation from children of high-net-worth clients from eight markets

Asia's Wealth Management Sector Evolves Rapidly

Major investments and strategic shifts reshape financial services for high-net-worth individuals and family offices

How digital innovation and sustainability are shaping wealth management

Authorities like the European Central Bank and the Bank of England are now implementing climate stress tests to evaluate the resilience of banks against environmental risks

Guernsey shortlisted for international finance centre of the year award

Guernsey took the winning title in 2023

St James’s Place takes on Vanguard, but charges 350 per cent more

However, ISA fees on the four Polaris funds average a whopping 1.63 per cent a year, with the most popular, Polaris 3, costing 1.67 per cent a year.

Navigating a World in Flux

The diffusion of power away from the bipolar and unipolar orders of the post-World War II period has been accelerating in recent decades.

Abu Dhabi’s ADQ to acquire minority stake in auction house Sotheby’s

ADQ’s investment into Sotheby’s underscores its strategic goal of pursuing value-accretive investment opportunities that contribute to Abu Dhabi’s economic diversification.

Private banks cut DPM minimums in asset drive

Several private banks are increasingly standardising discretionary portfolios to cut costs and target smaller clients, while raising the bar for bespoke mandates.

Launch of Sanctuary Wealth AltVantage Program

Advisors enrolled in the UniFi by CAIA™ Fundamentals of Alternative Investments certificate program are sponsored by Franklin Templeton and FS Investments

Rich getting richer amid calls to narrow wealth divide

The wealth of those on the list rose from the equivalent of 8.4 per cent of national GDP in 2004, to 23.7 per cent of GDP by 2024, the institute’s analysis indicates.

Hampden & Co reports strong growth in the first half of 2024

In its results for 2023, the bank announced it was paying an inaugural dividend to shareholders as profit before tax reached £9.1m for the full year.

New RIA Crux Wealth Advisors Launches With Its First Tranche of $1B+ AUM and Additional Set for 2024

Key collaborators include Decerno, Arete, and BNY Pershing

Private Wealth Investors Deliver a Fundraising Boost

In a challenging fundraising environment, private wealth investors are filling the gap, aided by investment platforms, intermediaries, and evolving legal structures.

Private banks cut DPM minimums in asset drive

Several private banks are increasingly standardising discretionary portfolios to cut costs and target smaller clients, while raising the bar for bespoke mandates.

FNZ sells Timeline stake for £10.2m

FNZ disposes of its stake after Timeline CEO Abraham Okusanya confirms plans to build a platform with Octopus-owned Seccl.

Wealth managers risk 'baffling with science' when talking to heirs

Many younger clients now wish to start off their savings and investment on a firm footing

Behind the Headlines: HL deal proof that public markets are ‘falling out of love’ with wealth management

The offer provides an immediate cash value to HL shareholders at a significant premium of 54.1% over the pre-announcement share price.

Evelyn Partners delivered record H1 financial performance with a 18.3% increase in adjusted EBITDA

Record AUM of £62.2 billion, up 13.3% year-on-year and 5.2% since 31 December 2023.

1
2
3
…
163
164
165
166
167
168
169
170
171
172
173
…
1576
1577
1578

Wealth and Asset Management