Managers of Wealth

EQ Investors hit by IT security breach

Wealth and advice firm’s client portal is currently down after sensitive client information was impacted over the weekend.

From zero to £37bn in 16 months: Inside SJP’s Polaris funds

St James’s Place’s multi-asset fund range is close to overtaking Vanguard LifeStrategy in size less than two years after its launch.

EFG Private Bank launches Independent Asset Management platform for UK

Head of independent asset managers UK Ian Wright to oversee

Wealth managers comment on challenges facing next UK government

The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.

UBS Creates New Wealth Unit in Khan, Karofsky Strategy Reboot

GWM Solutions to bring various wealth offerings together: memo

BlackRock muscles into private assets market for wealth clients

BlackRock views the US wealth market as one of its biggest growth opportunities.

Liontrust profit drops 23% after outflows worsen in 2023

Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds

How should I invest in tech?

We think the adoption of AI will unlock value across a number of sectors.

Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population

This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.

Nikko Asset Management and Tikehau Capital Finalise Strategic Partnership in Asia

Includes distribution agreement, establishment of joint venture, and Nikko Asset Management acquiring an equity stake in Tikehau Capital

Should private banks keep or close their Hong Kong NRI desks?

With Hong Kong's NRI population dwarfed by those in Singapore and Dubai, private banks are rethinking their desks dedicated to the diaspora.

Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach

How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL

Andrea Solana Wins Prestigious Women in Wealth Award at Private Banking & Wealth Management London Awards 2024

This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.

Private Advisor Group Welcomes Delisanti Wealth Management

Private Advisor Group's multi-custodian offering was also a key factor in his decision to join.

Ping An Asset Management Up to No. 33 in Top 500 Asset Managers 2024

This is the fifth consecutive year PAAMC has been on the list, and fourth consecutive year in the top 50.

HSBC GPB’s Lina Lim: diversification is vital

This has given her a firm perspective on the needs of her clients across the wealth spectrum.

BankDhofar launches its private banking segment

It promises tailored solutions to nurture and grow wealth in a secure and prudent manner

AstroBank wins private banking award

The announcement noted that this marks the second consecutive year the bank has received this accolade.

Swiss private banks’ M&As hit historic low

Many private banks have focused on relationship manager hires.

Singapore retains spot as costliest city for high-net-worth individuals to live well: report

But the Asia-Pacific region is no longer the most expensive due to falling prices in some cities

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Wealth and Asset Management