Managers of Wealth

UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list

The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets.

Cross-border wealth: EFG International rewrites playbook for wealth transfer

In today’s increasingly interconnected world, wealth doesn’t recognise borders. But legal systems do. For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward.

CIC (Switzerland) records record results – for the second time in a row

This represents an increase of 15.4% over the previous year's profit, which was already exceptionally high.

Outflows into crypto-land: ZKB takes countermeasures

ZKB's own offering has been particularly well-received in private banking.

SG banks to report mixed NIM, strong wealth and trade income for Q1

NIMs for the quarter may be flat to declining quarter-on-quarter.

Wealth managers cut UK exposure despite cheap valuations

This is the view of James Burns, who runs £3bn of assets within the model portfolio service at Evelyn Partners.

Vanguard inks tripartite deal to boost adviser access to private markets

Both Wellington Management and Blackstone manage over US$1 trillion in assets each, with Blackstone covering alternative assets such as private equity, real estate, and credit.

Lombard Odier launches domestic advisory services in Brazil

In Brazil, it operates under a local securities advisory license with a small team of 12 professionals.

VP Bank’s Client-Centric Strategy: Strengthening Relationships Through Shared Experiences and Purposeful Partnerships

The immersive golf simulator event was designed to go beyond conventional client interactions by creating an authentic, and relaxed environment that allowed us to engage with clients on a deeper level.

BOS' Leong Guan Lim: EAM business is fastest growing unit

The bank has doubled its specialised unit to over 50 and made recent team head hires in Hong Kong, Singapore and Dubai as it looks to strengthen its EAM capabilities.

Inside the board seat squabble at heart of GAM/Fermat spat

Fallout between Swiss asset manager and one of its longest-running sub-advisors may have stemmed from governance battle on hedge fund vehicle.

TISE shareholders demonstrate strong support for proposed acquisition by Miami International Holdings

The Acquisition is to be implemented by means of a scheme of arrangement under Part VIII of the Companies (Guernsey) Law, 2008 (as amended) (the Scheme).

Traditional Zurich bank makes profit jump

The bottom line is that net profit increased from CHF 9.8 million (2023) to CHF 11.8 million, an increase of 18.7 percent.

UK fund manager Schroders to invest more in Hong Kong as trade war ups demand, CEO says

‘When we think about where wealth is growing the fastest, it is in Asia,’ Richard Oldfield says

Bil: the trail of a refocus on private banking

Although the facts may eventually disprove it, the hypothesis of a forthcoming change of hands is circulating insistently about the doyenne of the national banking sector.

HSBC AM launches emerging market equity strategies for UK investors

It aims to capture approximately 85% of the free float-adjusted market capitalisation in each country.

Harbourfront Wealth takes over KJ Harrison & Partners

With this acquisition, Harbourfront Wealth's total assets under administration will be nearly C$11bn (approximately $7.9bn).

Belfast Wealth Management Firm Tops St. James’s Place Global Rankings

Its client base has also seen remarkable growth increasing from 866 to 1,175 over the past year due to a combination of acquisitions and organic business expansion.

Property billionaires and top Goldman banker add to UK wealth exits

Due to unease over new tax regime.

HSBC Launches Wealth Center in Singapore

This is the second of three dedicated wealth centers planned by HSBC for 2025.

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Wealth and Asset Management