Managers of Wealth

EdRAM sells convertibles business to Kepler Cheuvreux subsidiary

Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.

Wealth managers predict tokenisation adoption of funds over next five years

Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.

Australia's Wealth-Management Sector Piques Global Investor Interest -- Interview

The years since a probe into Australia's banking system have seen a transition in the country's financial-services sector.

Wealth portfolios boosted in Q1 as inflation cools

ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.

Standard Chartered Partners With Old Mutual For Wealth Platform

A market with an estimated $2.4 trillion of investable assets.

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs

Houston-based AltruVista has more than $310 million in assets under management as of March 31, 2024.

Söderberg & Partners launches MPS on adviser platforms

There will be three options on offer: core, sustainable core and active core.

Rathbones serves as official wealth management partner

Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.

AlTi Tiedemann Global Announces Acquisition of East End Advisors Following Strategic Investment

Executes AlTi’s strategy to expand scale and reach of its ultra-high-net-worth (“UHNW”) wealth management and strategic alternatives business in existing and new markets.

KKR: UBS and CS were the sponsors when it came to doing business with the rich

The aim is to sell the American giant's investment solutions developed for institutional investors to local private banks and asset managers and their wealthy customers.

The top three challenges for German financial companies in 2024

Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels

From wealth management to life management: what today's rich people want

The fintech industry and its wealthtech investment offshoot are rapidly gaining momentum.

HSBC Global Private Bank leverages global reach to grow ultra wealthy segment in Asia

The global private banking team operates in over 40 markets and 13 strategic booking centres

"Private banking jobs are a nightmare compared to investment banking jobs"

Private banking is simply much harder to deal with.

RMB Private Bank wins big at the Euromoney AwardsOnce again named as the best private bank for ultra-high-net-worth Individuals in SA.

The awards recognise the achievements of the world’s top private banking and wealth management institutions in client service, product innovation, and commitment to the industry.

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Wealth and Asset Management