Managers of Wealth

Digital Banking Provider CaixaBank Introduces New Portfolio Construction Service in Spain

This service will be available to all private banking clients, including Independent Advisory and Wealth clients, who asked for it.

Legal & General plans job cuts in asset management unit

The move could see retrenchment of up to 20 investment roles and several support positions.

What’s happening with UBS and Credit Suisse’s legacy mutual funds

The Swiss banking takeover created many crossovers and consolidations among existing strategies. Citywire uncovers where we are and what comes next.

Prominent German banker Friedrich von Metzler dies aged 81

Metzler Bank was established in 1674 in Frankfurt, a city in the west of Germany now home to several large banks.

Polar Capital assets under management increase amid investor demand

Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.

Wealth management industry set for double-digit growth, led by North America

Fintech firms will see strong gains but traditional wealth firms continue to lead

Switzerland is Highly Favored by the Wealthy

Switzerland ranks highly as a preferred destination for HSBC's wealthy clients when considering moving their assets partly or entirely abroad or even relocating permanently.

NBK Wealth named best Private Banking Services in Kuwait 2025

Global Finance announced the winners across various regional categories, drawing on comprehensive evaluations by the magazine’s editorial team.

British Business Bank completes its £250m investment with Schroders Capital under the Long-Term Investment for Technology and Science (LIFTS) initiative

Phoenix’s investment will be made through its new private markets joint venture with Schroders, Future Growth Capital.

Amundi acquires German wealthtech pioneer to power next-gen wealth management

The asset management giant has purchased Aixigo to enhance its digital solutions for wealth management clients.

Highvern Senior Trust Manager awarded ‘Future Leader’ recognition

The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.

Canaccord Wealth opens new office in Guernsey

Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.

Digital Economy Award: Celebration at UBS

Suva won the award in the category «Digital Excellence Government & NPO» with the largest project in its 100-year history: «smartCare.»

BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker

The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.

Weatherbys expands in Scotland with new private banker

During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.

Wealthspire Advisors Launches Art InSpired

As part of the expansion of its Family Office Services, new initiative elevates awareness of the arts & collectibles and promotes financial literacy around art investing

Another win for QCFP’s Nadia Johnstone-Smith

This time at the Professional Adviser Women in Financial Advice Awards.

Future-Proofing Wealth Management: How WMaaS and Next-Gen Technologies are Redefining the Client Experience

They must transform their digital offerings to succeed, providing seamless, accessible, customized services beyond investment advice.

ZHAW Study: Switzerland's Best Private Bank in 2024

The financial industry is almost obsessed with measuring itself in rankings.

Salary cap for the CEO of Urner Kantonalbank

The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.

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Wealth and Asset Management