Managers of Wealth

Julius Baer UK boss wades into WFH debate: ‘The era of micro-management is over’

The wealth manager has faced numerous headwinds in recent years, but its UK boss says that trust in its people is integral

BlackRock becomes latest to file for Vanguard-style share class structure

The manager joins a list of more than 30 hoping to adopt the ETF-mutual fund structure that Vanguard invented

Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz’s balance sheet investments powered by Allianz Global Investors

Through the joint venture, AlTi and AllianzGI will launch a private markets investment program for UHNW clients that will benefit from AllianzGI’s exceptional network and scale.

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

M&G Real Estate acquires majority stake in European investment manager BauMont

M&G’s With Profits Fund invests €200 million in latest fund

Quintas Wealth Management and Tynan Dillon Wealth Management combine to launch Xeinadin Financial Services

The combined offices now service more than 1,000 clients, taking care of all their pensions, protection and wealth management requirements.

Blackstone targets new European markets in global wealth push

Blackstone's wealth products have a minimum investment threshold of $10,000 to $25,000.

Why ex-HSBC Swiss WM CIO has launched new advisory firm

Belal Khan explains when it’s time for family offices to go CIO shopping.

'Tweed Wealth Management is a highly acquisitive firm'

Tweed Wealth Management caters to entire generations of families

EFG AM and BlueOrchard introduce global impact fund together

EFG Asset Management and BlueOrchard collaborate to develop a global impact fund.

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.

Infrastructure: The new, sought-after safe haven?

This unique environment presents a compelling opportunity for stability and growth in today’s evolving market, particularly amid the ongoing energy and digital transitions.

Goldman Sachs: Gold to hit $3000 by 2025 year end

Central bank buying and falling interest rates will drive gold prices higher, according to Goldman Sachs.

Nomura Reports SecondQuarter Financial Results

Best Wealth Management performance in nine years, underpinned by 30% growth in recurring revenue YoY amid progress in asset management business initiatives

Colombo Wealth celebrated with many celebrities

In mid-October, the Finma-regulated Swiss asset manager Colombo Wealth celebrated its 50th anniversary in Lugano with over 100 invited guests.

Eric Finnell joins GAM in Sydney to lead and strengthen distribution across Australia and New Zealand

Eric brings over 18 years of experience in financial services, having previously overseen institutional marketing and client servicing at Bennelong and Fisher.

7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition

The latest acquisition will take its assets under management to c£27 billion.

UBS Asset Management launches its first tokenized investment fund

UBS Asset Management’s global distributed ledger technology strategy is focused on leveraging public and private blockchains networks

Standard Chartered has completed first HKD-denominated blockchain test settlement with Ant International’s Whale platform

This is the first time Standard Chartered has conducted HKD blockchain transactions with Ant International

Canaccord reports 56% jump in wealthy individuals looking for financial planning outside UK mainland

Canaccord reports a 56% increase in people specifically searching for its services in Guernsey, the Isle of Man, and Jersey.

1
2
3
…
241
242
243
244
245
246
247
248
249
250
251
…
1687
1688
1689

Wealth and Asset Management