Managers of Wealth

DFMs’ trapped clients set for crunch meeting after custodian collapse

IBP Markets held £653m in its custody services business when fell into special administration last year, following FCA restrictions over financial crime risks.

Strive Asset Management expands into anti-ESG direct indexing

The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity

Preparing The Next Generation For The Great Wealth Transfer.

As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.

Rich Ranking: How the banking families and managers fared

This year, the trial of several members of the Indian Hinduja family of entrepreneurs, who were on trial in Geneva for exploiting their domestic workers, made headlines.

Client experience – trends and developments

Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting

Standard Chartered explores the sale of a small number of businesses to boost investment in its affluent franchise

The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.

NAB Private Wealth awarded Australia’s Best Private Bank for fourth straight year

Award recognises the bank’s commitment to delivering world-class private wealth services to high-net worth families and individuals and their evolving wealth needs.

Partners Group invests record USD 1.2 billion in infrastructure secondaries in twelve months

The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.

Fidelity and Maybank launch multi-asset fund in Malaysia

The MAMG Alpha Capital & Income Opportunities fund has been launched in Malaysia.

Bowmore is latest win powering Nucleus’ growth

In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.

Cazenove Capital’s sustainable funds partner with climate justice and environmental charities

Conservation of the ocean, protecting biodiversity, ensuring climate justice

Impax Asset Management Group plc Results for the year ended 30 September 2024

The Company has made material strategic progress and delivered improved investment performance while focusing on operational efficiency and the control of costs.

UBS returns to tap high net worth women’s wealth

The firm is targeting the rising number of rich women and family offices in the country

HSBC hosts private markets summit for its global private banking clients

The first private markets conference for global private banking clients was held in Hong Kong by HSBC.

SGKB sustainable fund duo receive first Citywire ratings

Raphaela Koch and Raphael Arn manage four eco-labelled multi-asset funds.

UK wealth manager St James’s Place winds down property funds

The firm expects to liquidate most assets over two years, with investors receiving periodic returns.

Independent Advisor Solutions forges alliance with Goldman Sachs

This move follows last month's launch of Independent Advisor Solutions and the "MiBLOX" collaboration with BlackRock.

CFA to launch private wealth certificate next summer

Curriculum spans topics including managing multi-generational wealth to estate planning and alternative investments

HSBC GPB opens new office in Kuwait

The opening comes over a year after HSBC GPB's market head at HSBC Kuwait is Rayan Kazerooni joined.

Singapore Wealth Management Leader Joyce Woo on Ensuring Transparent, Rules-Based Client Solutions

Woo underscored the importance of a systematic, rules-based investment process and the value of separating advisory functions from investment decision-making.

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Wealth and Asset Management