Managers of Wealth

HSBC keeps UK overweight into 2025

The private bank also expects private assets to play a big role this year and warns clients not to hold cash.

Former Julius Bär chair passes away

He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.

Alpian CEO: «Demand From Abroad Is Very Strong»

The milestone of CHF 100 million in assets under management was surpassed by midyear.

BIT Capital is approaching Switzerland

BIT Capital wants to be anything but a conventional asset manager.

Private bankers will need to adapt and learn as new challenges emerge, says industry veteran

But the industry is facing seismic changes which will require private bankers to raise their game considerably.

Guernsey Finance Chairman Lyndon Trott awarded OBE

Deputy Trott said he was ‘enormously grateful’ for the honour and thanked his family, political colleagues, public servants, business colleagues and the Guernsey community.

How a Geneva multi-family office selects quant funds

Fabian Scheler, a portfolio manager at the multi-family office Amadeus Capital in Geneva, shares tips on choosing systematic strategies.

Hoxton Wealth launches new online community

it’s aimed at anyone aspiring to a career in financial planning

HSBC raises fees for wealth management and personal banking services

The bank’s spokesperson said that fees are reviewed regularly and adjusted as needed, and customers can continue to withdraw foreign currency without fees at the bank’s ATMs in Hong Kong.

Why the rich aren’t talking about the wealth transfer

Only a quarter of 1,800 rich business owners have spoken to their families about passing down their wealth, according to an HSBC Global Private Banking survey

UBS boss warns against excessive banking regulation ahead of overhaul

UBS is wary of what could emerge and Ermotti said tougher regulation across the board could weaken the Swiss financial sector against competition in London, Hong Kong and Singapore.

Private jet industry offers new avenues for brands to connect with UHNWIs

The private jet industry is soaring, with remarkable growth both globally and within the GCC spurred by HNWIs and UHNWIs.

Scotia Global Asset Management announces final year-end reinvested distributions for the Scotia ETFs

The additional units will be immediately consolidated so that the number of units outstanding following the distribution will equal the number of units outstanding prior to the distribution.

Ariane Dehn: «Today, There’s Almost a Sense of ESG-Bashing»

She knows that booms are inevitably followed by crises – and she has experienced both in abundance.

Wealth Without Harmony: Why Governance Outranks Growth in Family Businesses

A century of sustained family enterprise—what many would consider an extraordinary achievement—demands vision, discipline, and an unwavering commitment to adaptability and change.

Hong Kong should aim to attract wealth from around the world

A prime example is Zhang Yiming, who has been listed by the Hurun Research Institute this year as China's wealthiest entrepreneur.

What have investors learned in 2024 and what's next?

A year that was eventful and sometimes even spectacular in many ways: Gold, Bitcoin and artificial intelligence (AI) dominated the headlines.

Hong Kong should aim to attract wealth from around the world

Examples such as Zhang Yiming show Hong Kong is a magnet for wealthy entrepreneurs to set up family offices and asset management firms

2024 Spurs Regime Change in the Wealth Management

Saperstein’s promotion left open the head of wealth management spot for Jed Finn who has quickly climbed the ranks during his 13 years at the wirehouse.

MetLife Investment Management to Acquire PineBridge Investments

The acquisition excludes PineBridge’s private equity funds group business and its joint venture in China.

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Wealth and Asset Management