Managers of Wealth

Gen Z wealth platform Alinea Invest raises $10.4 million

Now with over 1 million users — 92% women and 70% Gen Z — Alinea hit 6x revenue growth last year, reaching a $6M run rate with a team of just 10 people.

Envestnet teams with Blackrock to simplify access to custom models

Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale

America's wealthiest see Channel Islands as 'attractive' place to move money, financial bosses say

With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.

Quilter’s seven principles of investing through volatile times

This is completely natural given the uncertainty of what is happening and what could come next.

Schroders and Oxford University’s pioneering research finds impact investing can be a driver of investment alpha

The data collection, financial modelling and back-testing was run independently by the Saïd Business School to ensure methodological independence and rigour.

U.K.’s wealth exodus has only just begun, as the effects of dismantling its multi-billion dollar non-dom tax regime kick in

While it’s unclear exactly what prompted the move, changes in the non-dom structure could have played a role

Unveiling HSBC Privé: A Gateway to Unparalleled Luxury and Global Experiences

Following its debut in Hong Kong and subsequent launch in India, Singapore marks the next phase of the global rollout, with further expansion planned across key wealth hubs across Asia.

Fund manager issues profit warning after £5.2bn SJP blow to assets

Impax's AUM fell by about a quarter to £25.3bn in the quarter ending March

Where wealth managers are turning for tariff safety

As markets continue to plummet, three wealth managers from the Top 100 share how they're hedging client portfolios.

Jupiter’s Savvides bets on asset manager revival with Schroders buy

The inclusion of Schroders into the Jupiter UK Dynamic Equity Fund is just one in a series of changes Alex Savvides has made since taking over in October.

‘Evolving demand and demographics are weighing on wealth manager tech’

While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.

Simon Gomez: «GenAI and LGT Will Evolve Together»

All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.

Standard Bank sweeps Euromoney Private Banking Awards

With nine wins, including Best Private Bank in Malawi, Tanzania, and Zambia, Standard Bank cemented its leadership in private banking across Africa

StepStone ties up with Swiss private bank on evergreen funds

The alternative asset manager’s range of evergreen funds is to be made available to Bergos’ clients.

Lazard Asset Management Launches Its First Three Active ETFs in the U.S.

This launch represents a significant step forward in making Lazard’s sophisticated investment solutions accessible to more investors

finews.asia Releases 2024 Private Banking AUM League Table

This marks the second consecutive year of growth following a 21.3 percent increase in 2023.

LPL Adds $16B From First Horizon Bank’s Wealth Division

First Horizon Advisors, which has about 110 financial advisors across $16 billion of client assets, will transition to LPL’s Institution Services platform in the second half of this year.

OCBC’s private bank seeks more staff for Greater China expansion

Despite slower economic growth and a deep property crisis, China is seen as having long-term potential for wealth managers.

MKC Wealth buys fund research and advice firm Yodelar

The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.

Why Market Access Remains Important for Swiss Banks

In addition to playing a key role in the domestic market, Swiss banks are exceptionally well positioned internationally.

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Wealth and Asset Management