Managers of Wealth

Harbourfront Wealth takes over KJ Harrison & Partners

With this acquisition, Harbourfront Wealth's total assets under administration will be nearly C$11bn (approximately $7.9bn).

Belfast Wealth Management Firm Tops St. James’s Place Global Rankings

Its client base has also seen remarkable growth increasing from 866 to 1,175 over the past year due to a combination of acquisitions and organic business expansion.

Property billionaires and top Goldman banker add to UK wealth exits

Due to unease over new tax regime.

HSBC Launches Wealth Center in Singapore

This is the second of three dedicated wealth centers planned by HSBC for 2025.

UBS Private Wealth Advisor Jason Stephens named to Forbes America's Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists

Together with his team, The Stephens Group at UBS, Jason has provided comprehensive wealth management, legacy planning and philanthropic strategies to ultra-high-net-worth clients in southwest Florida for more than 25 years.

Private banking in Switzerland: trusted partners in times of uncertainty

The reversal of these tariffs has only added to the uncertainty, with nations and businesses scrambling to adapt.

CapIntel partners with wealth firm to integrate proposal tools into advisor platform

Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals

Butterfield Reports First Quarter 2025 Results

The return on average common equity for the first quarter of 2025 was 20.9% compared to 22.9% for the previous quarter and 21.5% for the first quarter of 2024.

Utmost Group plc Full Year Results 2024

Transformational year with the acquisition of Lombard International and entry into the BPA market

Govt directs 80% of PrivatBank's net profit for 2024 to state budget, 50% to Oschadbank

As reported, according to unaudited reporting, state-owned PrivatBank increased its net profit in 2024 by 6.3%

The future of private banking in the Middle East: Five trends leading the new era

Family wealth in the Middle East is entering its second – and, in some cases, third – generation at a time of rapid regional transformation.

Treasury chief Bessent’s briefing to private bank event draws scrutiny

Experts say Bessent didn’t violate any rules and that the customs and conventions around such private talks are murky

Julius Baer launches CIO office sales unit

Beyazit Guzelyagdoken takes charge of the new team, which focuses on discretionary mandate sales.

Nomura Reports Fourth Quarter and Full Year Financial Results

Net revenue in the fourth quarter was 452.7 billion yen (US$3.0 billion), decreasing 10 percent quarter on quarter

Former Aberdeen veteran eyes headcount growth at crypto ETP firm 21Shares

Russell Barlow, who joined Switzerland-headquartered crypto assets specialist last year, says headcount could grow to around 100 by the end of the year

The Global Financial Landscape: Emerging Trends in Wealth Management in Asia and Beyond

The rise of Asia and the Middle East as global wealth hubs have reshaped the financial landscape.

Wealth managers forecasting gold will go to $5000

This has led some of the world’s top wealth managers to forecast further significant gains in gold and to advise clients to diversify out of US assets.

HSBC: UHNWIs «Viewing This Pullback as an Opportunity»

Since peaking in February, the S&P 500 has been trending lower amid an escalating trade war under US President Donald Trump.

Roy Lee of Leonteq: Elevating Structured Solutions for Independent Wealth Managers

Roy acknowledged that the independent wealth model has become increasingly central to Leonteq’s business in Asia, driven by growing demand for bespoke solutions and direct issuer access.

Mesirow Wealth Advisors Recognized by Forbes as 2025 Best-in-State Wealth Advisors

Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.

1
2
3
…
177
178
179
180
181
182
183
184
185
186
187
…
1690
1691
1692

Wealth and Asset Management