Managers of Wealth

The Search for the Best Private Bank Reveals Some Big Surprises

That poses the question as to what criteria are the most important in any kind of industry ranking.

SNB reveals surprise interest rate cut

Central bank says fight against inflation has been effective.

BNY Mellon Expands Private Credit Access in Asia

In Asia, private banks remain positive on investing in private credit

Many surprises in the search for the best private bank

The best Swiss private banks manage the balancing act between tradition and transformation.

ACA Group Launches Dedicated Practice Group Providing GRC Solutions for Wealth Managers

ACA Wealth sets a new standard in GRC support for wealth managers, providing unmatched expertise and comprehensive solutions to address evolving regulatory requirements.

BNP Paribas WM plans to triple Thai assets and RM headcount

The French bank's onshore Thai business has now officially opened its doors and outlined ambitious growth targets.

20th anniversary of Canaccord Genuity Wealth Charitable Trust

There are plans to celebrate in various ways throughout 2024.

2023: A year of growth momentum & strategic acceleration for edmond de Rothschild

Edmond de Rothschild reported a high level of net inflows, driven by its two business lines, private banking and asset management, across all its geographies.

TISE reports record turnover, profit & EPS for 2023

The Group has also announced the payment of a £2.00 per share special dividend in addition to the regular dividend payments.

Credit Suisse Headquarters to Become a Campus of Sorts

The campus will also comprise the former Swiss Bank Corp building

German custodian bank is looking for more customers for a Swiss banking license

An independent offshoot of a proven custodian bank with German roots – this could really shake up the local cost structures and services for independent asset managers.

DBS and JPMorgan AM offer Asia’s retirement investment portfolio

DBS and JPMorgan Asset Management offer Asia's first retirement investing portfolio that scales risk based on an investor's life stage.

Top 50 IAM launches yield enhancement strategy AMC

Amadeus Capital already has several hundred million euros of internal capital invested in its yield enhancement strategy.

Wealth managers remain cautious on crypto

Bitcoin is now regulated for some cryptocurrency activities.

7IM acquires £430m AUM Midlands Planner firm

Under the terms of the deal Eastcote will maintain its brand and independent investment proposition.

Integritas Wealth Partners have attained CISI Chartered Firm Status

CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism

BBVA Group establishes a new investment advisory subsidiary in Miami

The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.

Aberdeen wealth managers surpass £150 million milestone

Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.

Asia’s Top Beneficiaries of CS Wealth Talent Outflow

In Asia, deep cuts were expected to be spared, especially in the private banking unit where UBS is betting on strong continued wealth generation in the region.

AssetCo shares down as annual loss widens, but managed assets rise

Revenue more than doubled to £15.0 million from £6.3 million.

1
2
3
…
224
225
226
227
228
229
230
231
232
233
234
…
1582
1583
1584

Wealth and Asset Management