Managers of Wealth

Redefining wealth management: How family offices can lead the charge in responsible investing

Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.

BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty

The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank

BOS sees rising ‘non-dom’ flows from UK to Singapore

Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.

Northern Trust AM to Grow Fixed Income in EMEA

As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.

LPL Financial Welcomes Morristown Wealth Management

They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.

Wealth Management Industry Awards: On the Red Carpet with Peter Nolan

At the 10th Annual Wealth Management Industry Awards, Peter Nolan, EVP, Strategic Sales & Partnerships, Pontera discusses how his firm allows advisors to provide their clients with integrated advice

Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m

As at 31 December 2023, assets under advice were c. £1.6bn

UK financial planner Clarion WP bought by management team after nearly 40 years

Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice

abrdn Expands Real Estate Business in Japan

This expansion underlines our ambition to excel in the Japanese real estate market.

Habib Bank AG Zurich: A future-forward wealth management strategy

Sheheryar Rasul, CEO and country head – Switzerland Group Wealth Management, Habib Bank AG Zurich, shares the bank’s long-term vision, with a focus on trust and innovation

Alpian launches wealth management mandate from CHF 2,000

The new offering has an annual fee of 0.75% and includes the option for personal advice.

JPMorgan to Base Group of Private Bankers in New Munich Office

JPMorgan has long been expanding its operations in the country

Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices

The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.

The high net worth insurance market in APAC

Wealth growth and preservation, and legacy planning

Unlocking Growth: Navigating the Challenges and Future of Private Wealth Management in Asia

As the market continues to evolve, the future of private wealth management in Asia will require a sharper focus on differentiation, clearer segmentation of clients, and greater adoption of technology.

Cazenove Capital buys £1.5bn London family office

Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.

Global Wealth Management Group GSB partners with London-based Mumble Forum

Partnership will aim to empower financial health of the women networking club’s members

HSBC AM launches equal weight S&P 500 tracker

The launch follows increased demand for equal weight solutions

Bank Syz is turning the store around

In order to meet this requirement, a number of personnel changes and new appointments are being made in the front office.

Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps

Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management's Antony Creighton.

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Wealth and Asset Management