Managers of Wealth

StanChart Runs UHNW Family Forum in Hong Kong

Hong Kong was chosen as the first stop for the bank’s forum as one of the four wealth hubs from which it serves ultra-high net worth indivi

Quilter reports third quarter net inflows of £1.4 billion

The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.

Luxembourg Tops the Global Wealth Rankings in 2024

The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.

Merrill Earnings Highlight Size of New Clients, Not Quantity

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

Julius Baer CIO tells rich to brace for private market 'hangover phase'

Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.

Affinity Private Wealth announces succession plan to remain independent and owner-managed

The strategic initiative is driven by the original founders and shareholders.

Switzerland’s wealth managers bank on a future in Asia

Hong Kong and Singapore are the world’s rising wealth centres

UBS Forecasts Impact of China’s Fiscal Package

UBS shares its views on the market impact based on varying package sizes that could be announced.

AXA IM launches a global Philanthropy programme, bringing together all global and local charitable endeavours focused on “Empowering Sustainable Futures”

AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.

BNP Paribas Asset Management is launching its first evergreen diversified private credit fund under ELTIF 2.0

The fund will invest in European corporate and real assets debt in Infrastructure and Commercial Real Estate and targets institutional as well as wealth management distribution channels.

Dominique Gerster becomes partner at IRF

Dominique Gerster brings more than two decades of experience in corporate communications.

HSBC Reportedly Probes Digital Wealth Unit in China

The review was started after the appointment of global insurance CEO Ed Moncreiffe in April.

Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals

74% of wealth managers urge an increase in product specialists from asset managers

Latin America: The New Wealth Battleground

Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

Spear’s Top 100 most influential people features Mary-Anne Daly, CEO Wealth Management, Schroders

The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly.

RBC Wealth Management receives Financial Planning’s Innovator of the Year Award for technology advancements

The firm’s two awards were for client engagement for its AI-Powered Insights program and marketing for its Campaign Central marketing platform for financial advisors.

Vontobel co-CEO: 'I'm not overthrown by tough markets'

Vontobel was recently granted a Type 9 license in Hong Kong, and has hired a new intermediaries head for Asia.

The Demise of Credit Suisse Gives BNP Paribas Significant Tailwind

Over the past two years, assets under management (AUM) have grown by more than 25 percent, following a steady decline in previous years.

Nuveen launches global credit impact strategy

The portfolio aims to address issues such as affordable housing, community development, climate change and the regeneration of natural resources.

Tatton’s £15bn MPS range fights with Quilter at the top of the charts

Tatton is jostling with fellow MPS giant Quilter for assets. But how do its returns stack up against those of its largest rivals?

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Wealth and Asset Management