Managers of Wealth

7IM enhances Pathbuilder range with ‘trend following’ strategy

Trend strategies have delivered strong performance during market turmoil and add a further layer of diversification and risk management to traditional passive strategies.

Goldman Sachs moves to new office in Amsterdam, the Netherlands

The Amsterdam office will have space for up to 50 employees allowing for the ongoing expansion of Goldman Sachs’ activities in the Netherlands.

Ex-Alpian CEO secures CHF 1.5m to launch private banking platform

Light Frame’s pre-seed financing round was led by ATX Venture Partners and New Stack Ventures.

Stratos Welcomes Spain & Smith Wealth Advisors

Firm to Leverage Stratos Wealth Advisors' Advanced Technology and Comprehensive Practice Management Support to Enhance Growth

Pantheon partners with iCapital to expand access to specialist evergreen semi-liquid private equity solution

Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia

Three UBS Advisor Teams in the Philadelphia D.C. Wealth Management Market Recognized by Barron’s

These teams are among the best in the business and are dedicated to serving each client’s needs.

Barron's Advisor Top 250 Private Wealth Management teams 2024

This prestigious national recognition underscores the dedication and expertise of every team member.

Beyond wealth management: elevating life with Metrobank

Clients benefit from an extensive range of investment options, including securities and structured products, managed by a team of dedicated specialists.

HSBC Strengthening Ties Between Key Regional Wealth Hubs

At the same time, the city-state, on the other side of the spectrum, has focused on more specialized disciplines such as wealth management and private banking.

ABN AMRO announces the acquisition of Hauck Aufhäuser Lampe, strengthening top 3 position in wealth management in Germany

These entities and HAL have closed a co-operation agreement to continue offering the successful One-Stop-Shop service offering in the market.

Transition tipping points are turning nature into a new asset class: Transition Investment Summit 2024

Nature and nature-based solutions provide a clear path towards creating this net-zero world, and the reasons why were unpacked in a series of clear and convincing presentations and panel discussions throughout the day.

NatWest share sale abandoned as election campaign derails plans

But the Treasury has confirmed the sale of NatWest shares will now not go ahead because of election plans.

Bank platform struggles hamper wealth continuum ambitions

Obstacles such as siloed operations and legacy systems stand in the way of creating the right platform for banks to serve clients across its wealth continuum.

HSBC Pursues Synergies in Wealth Management & Family Office Business Amid Strong Profit Growth in Asia

HSBC is committed to supporting its affluent clients with investment management, succession planning, and philanthropic initiatives.

4M24: Net profit exceeds CHF 110 million; annualised NNA growth rate of 7.6%, corresponding to CHF 3.6 billion NNA

Return to more normalised hiring momentum during the reporting period with a total of 26 new CROs

UBS: Sergio Ermotti’s Successor to Come From Within the Company

UBS may announce the names of the three potential successors, or possibly even female successors, at the general meeting next year, as further information suggested.

This Banker Built Herself A $300 Million Fortune At JPMorgan Chase

This potential successor to Jamie Dimon is the lone woman banker on Forbes’ list of most successful self-made women.

Neil Woodford: UK equities poised to rally after 20 years of underperformance

In his first interview for three years, the former star fund manager laid out reasons to be bullish on UK-listed companies and the wider economy

Scotiabank Earnings Top Estimates on Capital Markets, Wealth

Hong Kong’s BMP Wealth gets ‘significant’ investment for acquisitions from UK asset manager

The investment will be used to acquire adviser firms whose owners are looking to retire or leave the industry in next few years

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Wealth and Asset Management