Managers of Wealth

Invessed Set to Help Wealth Managers Respond to Disengaged Demographic

The findings from Invessed’s “Defining Wealth for a New Generation” report underscore an urgent call for innovation to meet the needs of this emerging client base.

ABN Amro nears deal to buy HSBC's German private bank, Boersenzeitung says

The addition of HSBC's German private bank would boost ABN Amro's assets under management by 26 billion euros from about 70 billion euros

Why hiking pay won’t boost London IPOs, and why Schroders’ CEO had ‘imposter syndrome’

The week’s top asset management stories, all in one place

Wealthy U.S. Millennials and Gen Z Are Investing More in Alternative Assets Like Art

A new report by Bank of America finds that older and younger generations have very different ideas about the value of stocks and bonds versus alternative investment classes like art.

Fidelity launches wealth manager

New CIRO firm, Fidelity Wealth, wants advisors who are thinking about retiring

Partners Group opens Hong Kong office as Swiss swoop in for Chinese cash

Senior exec acknowledges city poised to overtake Switzerland in wealth management

360 ONE Wealth reinforces asset allocation team

Rockefeller International chairman Ruchir Sharma joins Indian wealth manager

Comarch aims to bridge Asian banks’ innovation with wealth needs

The Comarch executive observed growing interest amongst banks in SEA for wealth management, which may be due to regulatory changes.

Julius Baer: Nearly Half of AUM Linked to Wealth Planning

This is no different at Julius Baer which is Asia’s fifth largest private bank by assets under management at end-2023.

Commodities and higher energy prices key drivers in UK equity recovery – Rathbones Asset Management

They also signalled that clients are being driven by the effects of the recent cost-of-living crisis, to favour income over growth.

Hyper-automation, hyper-personalisation in Wealth Management. What’s all the hype? Why, how, and with what business impact…

In today’s competitive landscape, hyper-personalisation differentiates wealth managers, attracting and retaining customers while driving growth

ZEDRA and CreaPartners announce collaborative undertaking

ZEDRA and CreaPartners will bring together the best of both our organisations.

Deutsche’s private bank cuts spending on external consultants by 70%

German lender needs to rely on its own expertise, says division’s new boss Claudio de Sanctis

Wealth managers ill-equipped for rising ESG and climate focus: survey

Environmental and climate concerns are at the forefront for many clients.

Standard Chartered HK simplifies investment complexities with new campaign

This comes after the bank realised affluent clients know investment opportunities exist, but the rapid influx of information makes investment decisions more complex than ever.

Robo-advisors gain traction amongst younger Singaporeans

40% of respondents under 35 stated using robo-advisories.

Singaporeans Warm Up to AI-Guided Wealth Management

There is one city where clients seem to have little problem with all of this in the wealth management space.

China orders small banks to curtail wealth management business, sources say

In addition to stipulating a deadline, the latest instruction also requires some small banks to reduce their wealth management business activities by the end of this year

UBS announces voluntary redemption offer by Credit Suisse Supply Chain Funds to its investors

Fund investors will receive details of the redemption offer through their custodian and should review the terms and the disclosures that accompany the offer.

UBS introduces framework to size and seize the AI investment opportunity

The launch of ChatGPT marked a watershed moment for AI and its adoption, and the range of problems that AI can address keeps growing at a quick pace.

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Wealth and Asset Management