Managers of Wealth

BNP Paribas WM plans to triple Thai assets and RM headcount

The French bank's onshore Thai business has now officially opened its doors and outlined ambitious growth targets.

20th anniversary of Canaccord Genuity Wealth Charitable Trust

There are plans to celebrate in various ways throughout 2024.

2023: A year of growth momentum & strategic acceleration for edmond de Rothschild

Edmond de Rothschild reported a high level of net inflows, driven by its two business lines, private banking and asset management, across all its geographies.

TISE reports record turnover, profit & EPS for 2023

The Group has also announced the payment of a £2.00 per share special dividend in addition to the regular dividend payments.

Credit Suisse Headquarters to Become a Campus of Sorts

The campus will also comprise the former Swiss Bank Corp building

German custodian bank is looking for more customers for a Swiss banking license

An independent offshoot of a proven custodian bank with German roots – this could really shake up the local cost structures and services for independent asset managers.

DBS and JPMorgan AM offer Asia’s retirement investment portfolio

DBS and JPMorgan Asset Management offer Asia's first retirement investing portfolio that scales risk based on an investor's life stage.

Top 50 IAM launches yield enhancement strategy AMC

Amadeus Capital already has several hundred million euros of internal capital invested in its yield enhancement strategy.

Wealth managers remain cautious on crypto

Bitcoin is now regulated for some cryptocurrency activities.

7IM acquires £430m AUM Midlands Planner firm

Under the terms of the deal Eastcote will maintain its brand and independent investment proposition.

Integritas Wealth Partners have attained CISI Chartered Firm Status

CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism

BBVA Group establishes a new investment advisory subsidiary in Miami

The BBVA Group has established a new investment advisory subsidiary, BBVA Global Wealth Advisors Inc, in Miami, catering to high net-worth Latin American clients.

Aberdeen wealth managers surpass £150 million milestone

Since the turn of the year, funds under management have increased by a further £6.5m representing a strong start to 2024.

Asia’s Top Beneficiaries of CS Wealth Talent Outflow

In Asia, deep cuts were expected to be spared, especially in the private banking unit where UBS is betting on strong continued wealth generation in the region.

AssetCo shares down as annual loss widens, but managed assets rise

Revenue more than doubled to £15.0 million from £6.3 million.

Edmond de Rothschild announces a strategic agreement and the acquisition of its third-party Asset Servicing business by Apex Group

As part of this agreement, Apex Group will also acquire Edmond de Rothschild's fund administration, transfer agent and custody activities for its Private Equity and Infrastructure funds.

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Wealth and Asset Management