Managers of Wealth

Three UBS advisor teams named to the Forbes America’s Top Wealth Management Teams Private Wealth list

All three teams are part of the firm’s Philadelphia D.C. Wealth Management Market, which is managed by Market Executive Julie Fox.

WSR Honors The COO 5: Top Wealth Management COOs Of 2024

WSR Names Kris Chester, Patrick Farrell, Dan Tobin, Tarah Williams And Michael Zebrowski To 2024 Group Of Outstanding Operations Executives

Private Banks Ignore Asia’s HNWIs

In Asia, getting an adequately tailored portfolio for clients with less than $1-2 million in investable assets is almost impossible.

HIGHVERN receives Top Honour for Fund Administration at WealthBriefing Channel Islands 2024 Awards

This repeat win reflects HIGHVERN’s reputation for delivering exceptional client service, driving innovation, and achieving significant client and revenue growth.

Butterfield named Bermuda’s bank of the year

Butterfield’s Bermuda managing director, Jody Feldman said the team’s hard work made the achievement possible.

ZEDRA invests in French global expansion service provider, RBB Business advisors

RBB Business advisors provides accounting, reporting, payroll, HR and tax services to both a domestic and international client base.

BCS Plans Hiring to Boost Private Banking & Wealth Management Unit

BCS aims to grow its wealth management capabilities to offset declining revenues

Pictet's Laurent Ramsey: 'Be careful when making something illiquid liquid'

Many asset managers have been launching semi-liquid funds

EFG Private Bank: Trump bringing bold but not wise policy

While there are economic issues to discuss, "people only want to talk about Trump".

Northern Trust Releases Third Business Owner Benchmark

2025 promises to be a consequential year for business owners who face decisions about growth, family and legacy

Allfunds Partnership Tokenizes Private Markets Access

We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.

Citi Wealth Releases Outlook 2025 - Growth Amid Discord: Strategies for a “Rule-Breaking” Expansion

The report offers detailed perspectives on the global economic, market and geopolitical landscape ahead.

Fort named Independent Trust Company of the Year at WealthBriefing Awards

This recognition comes after a hugely successful year for Fort as we celebrated our 50th anniversary.

Mainland Chinese investors not impressed with Wealth Management Connect expansion

Restrictive marketing rules and stringent eligibility requirements will continue to deter wealthy Chinese from the scheme, analysts say

Deutsche Bank’s Dubai-based Mahadevan on the India-UAE corridor

The bank's non-resident Indian business has seen an uptick in enquiries as Indians look to become more global via Dubai.

UBS Casts Wider Client Net with US Wealth Unit Shakeup

The firm on Tuesday announced wide-ranging leadership changes in its U.S. wealth operations and plans to devote more attention to pursuing clients below its typical ultra-high-net-worth neighborhood.

Strategic wealth solutions for the UHNW and their families from the experts at Standard Chartered Global Private Bank

An unprecedented shift of wealth is underway across the world as baby boomers prepare to hand over their assets to the next generation.

Barclays plans hiring spree to drive private banking and wealth management

The UK is a large market with client investable assets totaling some 3.5 trillion pounds

Standard Chartered expands UAE private banking team to serve growing pool of global ultra-rich

The lender hired seven new bankers in what it call its 'priority market'

Quilter names AllianceBernstein as a WealthSelect global partner following appointment on fund

These funds are predominantly used in the Quilter managed portfolio service, WealthSelect.

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Wealth and Asset Management