Managers of Wealth

Gulf investors will no longer go for formulaic wealth management advise

High networth clients will no longer sign up to more-of-the-same on wealth handling

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1200 Financial Advisors List

He is also a Barron’s Hall of Fame advisor.

Swiss private banking: identity is the ultimate competitive advantage

The answer lies in brand identity. Not the logo or tagline, but the essence of a bank’s personality — what it stands for, how it operates, and why it matters to clients and talents.

Julius Baer’s Kunal Sumaya on Dubai’s rise as an investment haven for NRIs

The COVID-19 pandemic further reinforced this shift, prompting more individuals to explore residency and investment opportunities abroad.

Close Brothers Asset Management renames itself ‘TrinityBridge’

The rebrand comes following completion of the sale by Close Brothers Group.

Tindeco Financial Services AG Awarded “Best Wealth Management Automation Solution” by Global Private Banker

This prestigious accolade recognizes Tindeco’s revolutionary end-to-end technology that is transforming the way asset and wealth managers operate.

Barclays’ £7.5 million bill joins growing list of bank IT issues

The Barclays incident alone will result in customers getting as much as £7.5 million ($9.7 million) in compensation

Brickwood Asset Management Selects Northern Trust for Asset Servicing Solutions

Chosen by UK Boutique Manager as Single Strategic Provider for Front-to-Back Office Solutions

Working with wealthy women: tips from some of the industry's female trailblazers

As more women control greater wealth, their importance to the industry is clear.

CI Wealth adopts Conquest’s AI financial planning platform

The partnership equips CI Wealth advisors with tools for personalised financial advice.

AIB GROUP PLC 2024 Annual Results

AIB announces profit after tax of €2.35 billion and total distributions of €2.6 billion

The future of wealth: empowering women’s financial rise

As their influence expands, the wealth management industry must evolve its services to match their distinct investment behaviours, priorities and aspirations.

Six in ten financially worse off despite rise in household wealth

Seven in ten whose situation has worsened say the cost of living has impacted their ability to manage their money (71%).

Singapore’s DBS courts rich Chinese with wealth manager hiring spree

Expansion comes as other banks grow wary of customers from China after S$3bn money-laundering scandal

Standard Chartered to Launch Sixth Wealth Center in Hong Kong

The bank has been expanding its network of cross-border wealth management centers, with existing locations in Taiwan and Shanghai

Schroders Strategy Update and Annual Results 2024

Returning to profitable growth

AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora

Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world

Amount SJP advisers owe in business loans increases to £805mn

But at the end of 2024, £81.6mn of those loans were impaired - an increase of 62 per cent on the previous year.

Partners Group to acquire Australian data center provider, GreenSquareDC

GreenSquareDC recently acquired its first site in Sydney

World class: Supporting International Families With UK Interests

Alex says such sweeping changes make now a particularly important time to get the right team of specialists around you.

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Wealth and Asset Management