Managers of Wealth

P1 Platform expands its range of services

P1 Platform enhances its offerings to expedite the creation of reports and client disclosures.

Next Gen: Kishan Raja, Hawksmoor Investment Management

Hawksmoor’s Kishan Raja reflects on his investment career so far, his best and worst investment decisions, and who he would invite to his fantasy dinner party.

JTC Highly Commended at the nudge Financial Wellbeing Impact Awards

JTC Employer Solutions prioritise enhancing financial literacy and wellbeing among their members.

KIBB takes wealth management to a new level

The platform integrates a broad spectrum of offerings into a seamless ecosystem, making it easier than ever for users of the platform to manage their finances.

Fairstone acquires two advice firms

The firms are Grayside Financial Services in Epsom and Swindon-based Executive Wealth Management.

Bank Zimmerberg Surpasses Milestone

The regional bank particularly excelled in its securities and investment business, with a half-year result of 1.7 million Swiss francs, 9 percent higher than the previous year.

MKD Wealth Unveils New Brand Identity and Website for Entrepreneurs and High-Net-Worth Families

The rebranding includes the launch of a new website, MKDWealth.com, designed to better communicate the firm's unique approach to wealth management.

Master at managing millionaires? HDFC Bank has a job for you

India’s rapidly growing economy is producing an increasing number of ultra-wealthy individuals, with those holding $30 million in assets expected to grow by 50% between 2023 and 2028, according to a Knight Frank wealth report.

Will Raiffeisen become the new CS in the corporate customer business?

Although the company still places great value on its corporate client business, the international asset management business is now the most profitable.

Revealed: The wealth management & private banking companies leading the way in ESG

The table below shows how GlobalData analysts scored the biggest companies in the wealth management & private banking industry on their ESG performance

Ocorian manager joins judging panel for Citywealth Future Leaders Awards

The awards, now in their tenth year, are open to all wealth management professionals under the age of 40.

Saffery Trust Director celebrates 40-year career at award-winning firm

Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.

How young athletes should handle new-found wealth

When sports stars are suddenly catapulted into international stardom, there’s rather a lot to think about

Garanti BBVA named "Best Private Bank for Sustainable Finance"

The award reflects the bank's strong commitment to integrating sustainability into its strategic objectives.

The Bank of East Asia, Limited Announces 2024 Interim Results

They emphasized BEA’s continued commitment to providing comprehensive financial services across its extensive network.

Urner Kantonalbank achieves solid half-year results

The succession process has been initiated.

Advisers to the super-rich are embracing the AI revolution — but at what cost?

Computer-generated tools promise to make life easier for HNW wealth managers. But could the push put their clients at risk?

Moody's Says Cash Sweep Backlash Could Hurt Wealth Managers' Credit

Typically these accounts aren’t for long-term investing but instead hold short-term proceeds from things like dividends or interest or monies for commission payments.

Barclays Private Bank sets its sights on accelerated growth in Singapore

The British banking giant’s private banking arm is poised for its next phase of growth in Singapore as it looks to strengthen its top-tier client services and offerings

How do you preserve wealth for future generations? Start early

Families are enrolling children in financial education courses offered by their banks and advisers

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Wealth and Asset Management