Managers of Wealth

Wealth management by "family offices" in Poland and the licensing requirements

The activity of "family offices" has attracted the attention of the Polish FSA, which recently reminded the market of this.

5 Best Private Banks in the UK for 2024

Choosing the right private bank is crucial for effective wealth management and financial planning.

J.P. Morgan Private Bank is named 2024’s “World’s Best Private Bank” for the fifth year in a row

For its ninth annual World’s Best Private Banks Awards, Global Finance Magazine ranked J.P. Morgan Private Bank first overall.

Swissquote doesn't wait until the regular date to deliver good news

All this despite what they say is a “difficult” market environment.

Cazenove Capital outlook for 2024

The US has defied forecasts of a recession, with consumer spending supported by a strong labour market and household savings.

What does 2024 hold for family wealth?

Clare Anderson, UK Head of Schroders Family Office Service, shares her predictions for the year ahead

Northern Trust Asset Management plans hires for London push

The asset manager has 66 people currently across its fixed income team worldwide, but has shifted focus to building its expertise in the asset class across Europe.

Hargreaves Lansdown removes abrdn Asia Pacific Equity fund from Wealth Shortlist

Unfulfilled performance expectations

Ski resorts in sights of Swiss banks pursuing wealthy clients

Some have sought to capitalise on the takeover of Credit Suisse by UBS, especially where clients want to diversify away from the combined entity.

What will drive wealth tech evolution in 2024?

Customer expectations, digitalization, and data aggregation will take the spotlight, says Canadian wealth tech leader

Debunking broker misconceptions about private banking

How brokers can service high-net-worth clients

The opportunity set in the infrastructure transition

The global movement towards decarbonising economies to prevent climate change and making them more circular to preserve nature and ecosystems is a key driver in the major digitalisation trend.

For Fifth Consecutive Year, Fifth Third Private Bank Recognized as Best Private Bank

The honors were announced by Global Finance for the 2024 World’s Best Private Bank Awards.

Hightower Completes Strategic Investment in Capital Management Group of New York

This is Hightower’s first announced deal of 2024 after announcing 12 transactions in 2023.

Zwei Wealth is now pushing business partnerships

Two Wealth and VPZ Wealth Planning Centers work together.

Evolution or revolution? Schroders discusses tokenisation’s potential

After the UK’s regulatory ‘big breakthrough’, asset managers believe tokenisation of funds and other assets will usher in a long-term shift, including faster settlement times.

JPMAM Inks Partnership With Thai Asset Manager

The tie-up will combine the former's investment management expertise with the latter's local capabilities

Raymond James CEO Paul Reilly’s Pay Nearly Doubles to $34.9 Million

The award can be clawed back if Reilly leaves before that time or under other circumstances, according to the filing.

Consolidation in asset management expected to continue in 2024

Of the mergers which may spring to readers’ minds the chumming up between Rathbones and Investec may be at the forefront.

Investing after the late-2023 rally

Recent releases also point to resilient growth, with US retail sales beating expectations and a still-robust US labor market.

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Wealth and Asset Management