Managers of Wealth

Tatton becomes manager of Verbatim portfolio growth funds

These new mandates are an integral part of building our fund business and our investment team are perfectly suited to managing them.”

Hana Bank recognized as best private banking service in Korea by Euromoney

This year, it also won awards for Korea's Best for Digital Solutions and Korea's Best for Succession Planning, proving its expertise in private banking.

Wealth manager GSB opens Ireland office to break into Europe

Following the approval, GSB Capital Ireland will offer a range of advice services surrounding pensions, investments, and insurance.

KKR Announces Formation of Global Wealth Investment Council

To mark the launch of the GWIC, KKR surveyed its members on their key macroeconomic views and thoughts on asset allocation.

Berenberg adds catastrophe bonds to OTC fixed income offering

In addition, global macroeconomic conditions can also affect the secondary cat bond market, amplifying demand for liquidity, or reducing it.

Julius Baer awarded best private bank accolade at Euromoney awards

The awards underwent a significant change two years ago by evaluating the Channel Islands as a unified region rather than separate entities.

Lombard Odier named best pure-play private bank at Euromoney Awards 2024

These include the prestigious prizes for Western Europe's Best Pure-Play Private Bank and the Middle East's Best Pure-Play Private Bank.

CaixaBank once again named 'Best Domestic Private Bank in Spain' by Euromoney

CaixaBank Private Banking has received Euromoney's top national award six times in the last 10 years.

Perth wealth manager expands to regional WA with accountancy partnership

As part of the partnership, Magda Betlem, director of AMD, has become an authorised adviser for Integro.

Wentworth Merges With Kingswood Acquisition, Set To Go Public

The merger paves the way for Wentworth to go public as a new entity, Binah Capital Group, an independent wealth management firm.

Executive Wealth Group to Join Focus Partner Firm Bordeaux Wealth Advisors, Expanding Bordeaux’s Niche of Advising Executives in the Aerospace Industry

The transaction will increase Bordeaux’s presence and market leadership in the Seattle market and enhance its ability to serve executives in the aerospace industry.

Waystone becomes first independent ACD to have LTAF approved

The LTAF will invest in a blend of private market asset classes, such as private equity, private credit, infrastructure and real estate, for a single Defined Contribution (DC) pension scheme.

Middle East’s best for UHNW: Emirates NBD Private Banking

Under the Dubai-based bank’s Lombard lending programme, clients have access to secured lending against liquid assets such as investment securities.

Euromoney Global Private Banking Awards 2024: LGT wins seven awards

This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.

Formue’s Nordic formula for revolutionizing wealth management

For private bankers sitting in Zurich, London or New York, wealth management in the Nordic region can look very odd indeed.

Deutsche Bank’s Private Bank wins a record 15 Euromoney awards

Winning a trifecta of global private banking titles speaks volumes of what we have achieved together for our private banking and wealth management business.

UBS loses two experienced entrepreneurial bankers in Bern

UBS finds no peace in the Bern market region.

SEI Launches Advanced Multi-Custody Capability for U.S. Wealth Management Clients

Advanced Aggregation Service Provides Greater Transparency into Customers’ Complete Financial Pictures

Santander named Best International Private Bank in Latin America by Euromoney

In Europe, Euromoney named Santander Private Banking the Best International Private Bank in Poland, Portugal and the UK.

IQ-EQ appointed by Faros Point Capital Management

Faros Point received backing from a group that includes US college endowments and family offices

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Wealth and Asset Management