Managers of Wealth

Corum acquires Aargau asset manager

Independent asset manager Corum has acquired Menziken-based Sensusplus.

‘Business as usual’ at EQ and Quilter after Hawksmoor SDR suspension

EQ Investors and Quilter do not have immediate plans to follow rival Hawkmoor’s move and temporarily suspend sustainable services to new clients due to lack of SDR clarity.

“We’re moving back into an environment that’s more conducive to hedge funds”

The term means that most private-client wealth is held by clients who need income more than capital gains.

Diversity Project Europe: Just 20% of asset managers track social mobility

Ratio of women in asset management declines with seniority

Rise of the ‘centimillionaires’: Number of UHNWs in the $100m-plus club rises by more than half in a decade

Centimillionaires are now flocking to US wealth hubs, including New York and San Francisco’s Bay Area, as well as China, London and Paris, a new study from Henley & Partners has found

Paul Hodes on Privé Technologies’ FinTech Solutions for the Future World of Wealth Management

Their core offerings were tools for portfolio analytics, client onboarding including suitability checks, and advisory recommendations via multi-factor portfolio optimization.

AllianceBernstein and Bernstein Private Wealth Management Unveil New Office in New York City

New location in Hudson Yards deepens firm’s presence in New York City and reaffirms commitment to tech advancements to enhance client and employee experience

Business Awards UK 2024 Wealth Management Awards Winners and Finalists Announced

Revealing the winners and finalists of the 2024 Wealth Management Awards at Business Awards UK.

BNY to launch Alts Bridge wealth platform for private markets

Alts Bridge creates a powerful solution for investors, advisors, and the home office.

UBP expands its asset management business with new staff

His appointment aims to implement a consistent strategy across all markets

Brooks Macdonald to acquire Lucas Fettes Financial Planning

Long-standing relationship culminating in acquisition

Supporting clients across the wealth continuum: Annabel Spring

In an increasingly globalized world, individuals face immense challenges in not only protecting and growing their wealth, but also finding the right banking partners to support them internationally.

Wealth Management Institute: Boosting Capabilities for Strategic Investing for Family Offices

At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.

Wealth management sector on the rise, but challenges are piling on

One of the most pressing challenges that the wealth management sector is facing is the shortage of skilled talent.

DBS posts 300% growth in semi-liquid fund sales in Greater China

It allows DBS to sell professional investors products that were previously exclusive to institutional investors.

Corum acquires Aargau asset manager

Independent asset manager Corum has acquired Menziken-based Sensusplus.

Succession planning delays leading to transition hiccups

Even among those who do, a notable 24 per cent acknowledge difficulties in integrating the next generation into business life.

Farrer & Co advises Canaccord Genuity Wealth Management on the acquisition of Brooks Macdonald Asset Management (International) Limited

Farrer & Co acted as legal advisor to CGWM UK in connection with the transaction, which represents a significant addition to CGWM UK’s international operations.

Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek

Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.

Broadridge Recognized as a Leader in Financial Services for Communications Experience Platforms and Communications Outsourcing

Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally

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Wealth and Asset Management