Managers of Wealth

UBS picks Chinese state fund over Ken Griffin’s Citadel Securities for Credit Suisse unit

UBS will sell a 36.01 per cent holding in Credit Suisse Securities (China) for US$91.4 million to Beijing State-owned Assets Management Co

Foreign banks target Switzerland after UBS takeover of Credit Suisse

"When one player is absorbed, the musical chairs are being rearranged and that creates opportunities,"

Clients let down by wealth management industry’s lack of tools providing insight into ESG and climate risks

But many wealth managers and financial advisors do not have the tools and systems needed to effectively track and manage ESG and climate risks and the industry needs to invest heavily to improve.

Van Lanschot Kempen provides update on wealth management strategy and presents 2027 financial targets

Building on the disciplined strategy execution and capital management of the past years, it will focus on scalable growth through client excellence.

CaixaBank S A : OpenWealth becomes the largest high net worth and family office consultancy in Spain, with more than €7.3 billion in assets under supervision

In just two years of activity, OpenWealth's offer, based on high specialisation and diversification, has allowed it to consolidate its position as a leader in the sector in the country.

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

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Wealth and Asset Management