Managers of Wealth

Business Awards UK 2024 Wealth Management Awards Winners and Finalists Announced

Revealing the winners and finalists of the 2024 Wealth Management Awards at Business Awards UK.

BNY to launch Alts Bridge wealth platform for private markets

Alts Bridge creates a powerful solution for investors, advisors, and the home office.

UBP expands its asset management business with new staff

His appointment aims to implement a consistent strategy across all markets

Brooks Macdonald to acquire Lucas Fettes Financial Planning

Long-standing relationship culminating in acquisition

Supporting clients across the wealth continuum: Annabel Spring

In an increasingly globalized world, individuals face immense challenges in not only protecting and growing their wealth, but also finding the right banking partners to support them internationally.

Wealth Management Institute: Boosting Capabilities for Strategic Investing for Family Offices

At this year's GFO Summit, WMI announced that it has exceeded its target of 5,000 enrolments in family office education programmes, achieving this milestone ahead of the 2025 schedule.

Wealth management sector on the rise, but challenges are piling on

One of the most pressing challenges that the wealth management sector is facing is the shortage of skilled talent.

DBS posts 300% growth in semi-liquid fund sales in Greater China

It allows DBS to sell professional investors products that were previously exclusive to institutional investors.

Corum acquires Aargau asset manager

Independent asset manager Corum has acquired Menziken-based Sensusplus.

Succession planning delays leading to transition hiccups

Even among those who do, a notable 24 per cent acknowledge difficulties in integrating the next generation into business life.

Farrer & Co advises Canaccord Genuity Wealth Management on the acquisition of Brooks Macdonald Asset Management (International) Limited

Farrer & Co acted as legal advisor to CGWM UK in connection with the transaction, which represents a significant addition to CGWM UK’s international operations.

Will the Fed cut interest rates by 0.5% right away? More from our Global CIO Private Bank, Michael Strobaek

Many experts were sure at the time that this massive increase in the cost of credit would completely stifle economic growth in the USA – and this fear still exists.

Broadridge Recognized as a Leader in Financial Services for Communications Experience Platforms and Communications Outsourcing

Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally

SGD 15 Million Investment to Strengthen Philanthropic Capabilities through the Asia Centre for Changemakers

Consequently, strategic philanthropy is expected to grow, underscoring the need for new skills and capabilities for the sector.

EFG private banker relocates from Switzerland to Dubai

A private banker that has had stints in Hong Kong and Zurich, has relocated to Dubai.

Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation

The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios

Building a Stronger Tomorrow: Family Offices in our Flourishing Wealth Management Landscape" - Speech by Mr Chee Hong Tat

Wealth owners choose Singapore for many reasons

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Wealth and Asset Management