Managers of Wealth

Affin rolls out tailored wealth management service

UHNW clients to benefit from dedicated financial planning and investment team

Julius Baer renames subsidiary Kuoni Mueller & Partner to Julius Baer Real Estate Ltd. and acquires all of its shares

At the same time, the Group has bought all outstanding minority shares in the subsidiary, which was acquired in October 2021, and has appointed Thomas Hodel as its new CEO.

Quilter announces acquisition of NuWealth to enhance digital capabilities

With this acquisition, Quilter aims to evolve NuWealth to work with advisers to help them support clients at the start of their investing journey.

Banks are ceding their wealth funnel advantage, says Cerulli

A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.

Hong Kong wealthy going digital, embracing AI

Wealth managers must leverage tech’s speed, efficiency to meet client expectations

Coutts Monthly update: Markets restored amid solid company performance

Despite an uncertain start to the month, markets soon recovered and are now looking forward to the first US interest rate cut in four years.

Howden Switzerland CEO on Growth: «Buying Alone is Not Enough»

While three years have already passed, the firm still faces significant challenges.

Private Bank Reyl Slips into the Red

In contrast, the bank posted a profit of 10.5 million francs in the previous year, following a comprehensive reorganization by its parent company, Intesa Sanpaolo.

Calastone Expands Taiwan Presence Amid Growing Demand for Fund Automation

The growth of Calastone’s presence aligns with regulatory efforts to bolster Taiwan’s standing as a preeminent asset management hub.

Mercer acquires $412m Connecticut RIA

Benchmark Wealth Management in Old Lyme, Conn., primarily serves high net worth retirees.

EFG Expresses Interest in Acquiring Banque Havilland Assets

By August 2, the private bank announced that the European Central Bank (ECB) had revoked its banking license in Luxembourg with immediate effect.

JPMorgan Sets Up Dubai Private Banking Team to Tap Wealth Boom

JPMorgan’s international private bank is larger than any of its US rivals

Swiss insurers significantly increased their overall result in 2023

The overall result increased by CHF 5.9 billion or 78% compared with the previous year.

Profit of the Syz banking group fell significantly

Although the company, which also operates in Zurich and Ticino (Lugano, Locarno), does not provide detailed information, it describes the group's net inflows as "positive".

Zürcher Kantonalbank now offers trading and custody for cryptocurrencies

As a universal bank, Zürcher Kantonalbank offers its customers all relevant financial services, including the trading and custody of cryptocurrencies.

Asian Captive Conference 2024: Shaping the Future of Self-Insurance

The seventh edition of this premier conference will bring together the global captive industry to tackle critical issues and drive forward key discussions

GBST wins Best EMEA Wealth Platform Technology Provider for Composer at International FinTech Awards for the second year running

The award recognises the value that GBST’s Composer SaaS platform brings to leading financial organisations globally following its multi-million-dollar transformation to cloud-native architecture.

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Wealth and Asset Management