Managers of Wealth

Macquarie Group announces agreement to divest Macquarie Asset Management’s public investments business

The transaction is subject to regulatory approvals

UBS to invest nearly Rs 2,000 crore in 360 ONE WAM via warrants; strategic wealth tie-up announced

This investment is expected to strengthen 360 ONE WAM’s capital position while marking a long-term strategic alignment with UBS, one of the world’s most prominent global financial institutions.

Brookfield Signs Landmark Agreement to Transform Barclays' Payments Business

This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors

EFG International Sets Up Asia Desk in London

The Swiss private bank EFG International is stepping into the breach.

UBS enters into an exclusive strategic collaboration with 360 ONE WAM on wealth management in India and international markets

Strategic collaboration will enhance the wealth management solutions available to global Indian clients

Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer

The combined company will thus be strengthened for a new chapter of focused, profitable growth.

Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG

In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.

SNB: After a decent first quarter, things are getting rough

UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.

Unlocking the power of unified managed households (UMH)

The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.

Shackleton acquires asset management business from Irwin Mitchell

The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.

Hargreaves Lansdown co-founder returns to board after £5.4bn takeover

The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.

Generali and Partners Group launch private credit secondaries fund

The firms are tapping into the ‘rapidly expanding’ credit secondaries market.

Peapack Private Bank & Trust Now Open in NYC

This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.

Söderberg & Partners invests in four more UK IFA firms

The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’

Wealthy families embrace systemic rethink to impact investing

The overarching question is whether or not the investments of wealthy families actually make any major impact on society.

Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish

The survey explored investor views on sector opportunities for the second quarter of 2025

Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team

The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.

UBS Loses Crown as Most Valuable Continental European Bank

The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.

Manulife Wealth introduces Unified Managed Account Program

The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.

South Africa: Unlock the power of connected wealth with Nedbank Private Wealth

Connected Wealth is ultimately about ensuring that wealth serves a greater purpose

1
2
3
…
170
171
172
173
174
175
176
177
178
179
180
…
1680
1681
1682

Wealth and Asset Management