Managers of Wealth

Canaccord announces new charity partner in Jersey

These donations have come from staff contributions and odd lot shares donated by clients.

Scotia Wealth Management receives two awards from PWM/The Banker 2024 Global Private Banking Awards Français

These awards recognize Scotia Wealth Management for its excellence in wealth management, including its comprehensive advice, products and platforms which meet a wide range of clients' wealth needs.

Guernsey Finance Chief Executive receives Freedom of the City of London

The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.

Close Brothers Asset Management and SEI Announce Strategic Partnership

Technology and Operational Outsourcing Drives Scale and Growth

Pell Wealth Partners joins Rise Private Wealth Management

Warwick. The combined team now manages over $4 billion in assets.

Financial Independence Is Feminist: Why Women Must Build Wealth Today

Yet, despite a rise in discussions around gender equity, many women still aren’t as focused on building wealth as they should be.

SEB Asset Management calls on governments to act on climate crisis

The initiative – 2024 Global Investor Statement to Governments on the Climate Crisis – seeks to unify investor and financial sector voices to call for comprehensive action on the climate crisis.

Valiant Remains on Track Despite Challenging Interest Rate Environment

Valiant reported a group profit of 105 million francs for the first nine months of 2024, an increase of 5,3 percent compared to the same period last year.

Vontobel affirms strategy and targets, announces priorities

Vontobel is well-positioned to benefit from this environment.

Waystone upgrades London office as demand for services grows

Waystone’s new office will serve as a central hub for its London operations, welcoming around 100 employees through its doors.

Schroders Capital’s Insurance Linked Securities team scoops accolade at Digital Asset Awards 2024

Winners were evaluated through a comprehensive assessment framework that identified best-in-class entries based on key criteria such as innovation, transaction capability, interoperability and risk management.

Exon Wealth Management: Pioneering the Future of AI-Based Trading

By harnessing cutting-edge technology and a data-driven investment philosophy, Exon Wealth Management is not only redefining trading strategies but also positioning itself as the leader in the industry.

Third-quarter net profit rises 15% to surpass SGD 3 billion for first time

Board announces new SGD 3 billion share buyback programme

'Clients are already topping up,' says Blackhorn's Lee on UBP hedge fund

The deal, which was inked in January, involves a fund-of-fund hedges fund strategy from UBP Asset Management.

GYL Financial Synergies Joins The Colony Group

We are thrilled to welcome GYL and its highly skilled and motivated network of talented professionals to our firm

Rothschild & Co Wealth Management Switzerland named Best Private Bank

This award celebrates the outstanding achievements of individual private bankers and the top companies in the Swiss industry.

How to avoid cashflow pitfalls when selling your business

The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.

Wealth firm Perspective celebrates deals century

The deals have added £1 billion of assets under advice to the business, as well as 2500 client households, six offices and 48 staff.

A call for change: three main challenges that the wealth management industry has to address

For the wealth management industry, the UK presents a particular interest — 14% of the overall population is considered to be high-net-worth individuals (HNWIs).

Before AI met wealth management & the tech challenges we forget about

In less than two years, AI’s potential has become widely recognised, with wealth management being no exception.

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Wealth and Asset Management