Managers of Wealth

Citywealth Top 75 Trustees List highlights outstanding Crown Dependencies trustees

All entries are nominated for inclusion by their peers within the industry and are independently verified.

Quintet celebrates 75 years in Luxembourg!

By the early 1970s, Kredietbank had become one of the leading eurobond issuers and had broken ground on its new 12-story headquarters on Boulevard Royal.

Schroder Oriental Income Fund Limited Half Year Results

The Company is classed in the AIC's next generation of dividend heroes.

IQ-EQ looks to expand into Japan and Australia

The compliance and investor services group has noted increased client interest in reflating Japan and is also keen to tap into the large Australian fund and wealth markets.

Growing Middle Class Boosts Wealth Management Potential in Vietnam

In Vietnam, wealth management service providers include commercial banks, securities companies, insurance firms, and FinTechs, with banks leading the sector due to their established networks and diverse product offerings.

CFS Edge reaches A$1 billion milestone in just 200 days

In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that meets the changing needs of today’s advice businesses and their clients.

New platform launches for high-net-worth families

HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional advisers face as part of the country's $3.5 trillion intergenerational wealth transfer

Hargreaves Lansdown Offer Brings UK Wealth-Manager M&A in Focus

The offer is still less than half of Hargreaves Lansdown’s share price five years ago.

Australian-owned wealthtech HeirWealth launches

The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women.

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

Corient chooses Addepar for collaboration

The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.

N26: Financial Regulator Imposes Multi-Million Euro Fine

This would mean that the German fintech could accept as many new customers as it wishes in the near future.

Rothschild & Co: Former CS Advisors are Moving Quickly in Switzerland

This is three times the team size Bossart found upon his arrival in the fall of 2022.

Monetary Authority of Singapore and People’s Bank of China Advance Collaboration in Green and Transition Finance

The initiatives discussed covered the alignment of taxonomies, facilitation of green finance flows, and the development of a decarbonisation rating platform.

HSBC Unveils “All-In on Innovation” Programme with Tech Immersive Tour for Asia’s Private Banking Clients

Clients met with prominent venture capitalists and promising start-ups, gaining insights on thriving in the era of rapid technological change.

It's worth changing!

Now everyone can order offers from banks and asset managers free of charge.

Julius Baer: Interim Management Statement for the first four months of 2024*

Substantial increase in assets under management – Marked recovery in client activity – Significant improvement in profitability – Ongoing solid capital position.

The power the US wields over the Swiss financial centre

The emergency sale was forced by pressure from the US – and remains an example of how much power the US exerts in the global financial sector.

Close Brothers sees strong demand despite some pockets of weakness

This mainly reflected strong customer demand in Property and continued growth in the UK Motor Finance and Invoice Finance loan books

French boutique Auris snaps up wealth group

Paris-based independent operator delivers on ambition to grow through acquisition.

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Wealth and Asset Management