Managers of Wealth

Private equity investor warns over data failures at UK wealth firms

Some consolidators cannot properly gather basic metrics like net new money because of a lack of investment in their information systems

Five key trends in wealth management

The players are reinventing their practices.

Apollo to Launch First Long-Term Asset Fund in the UK

CG Apollo Global Diversified Credit LTAF to serve UK Defined Contribution pension schemes

Fairstone snaps up £1.5bn wealth management firm

The firm employs more than 80 people, including 49 advisers, and serves 5,000 clients across the country.

Nour Private Wealth Expands Its Multi-Family Office Expertise Amid Growing UHNW Demand

The firm has enhanced its capabilities across governance advisory, private market access, consolidated reporting, and coordinated planning to support increasingly complex family structures and global asset allocations.

UBS Bets on the Rise of Asia's Female Wealth Segment

One of the drivers is the historic wealth transfer with women obtaining wealth through both spousal succession as well as intergenerational inheritance, especially in Asia.

HSBC: $1 Trillion Private Banking Opportunity Serving Women

Female riches are on the rise worldwide as economic opportunity, changing gender roles and other drivers fuel growth.

Raiffeisen experiences strong growth – business volume reaches new record high

The strong growth in customer deposits by CHF 10.9 billion underscores the high level of trust customers place in Raiffeisen.

Lombard Odier UK CEO warns Rachel Reeves over entrepreneur exodus

The UK also risk losing future tax revenues, job creation, mentorship, and private capital for emerging businesses

District Savings Bank Dielsdorf retains the profit

As a result, net income from interest operations increased to CHF 19.6 million, which is 7.7 percent higher than the previous year.

Norwich Wealth Management | &Partners joined us today with a prehire AUM of $590M

They are supported by Dominic Shea, MBA, Senior Financial Consultant, Sonja Boehner, Practice Director of Operations, and Hunter Dodge, Senior Client Associate.

Easterly Asset Management to buy Olstein fund business

The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.

Card spending grew just 1.0 per cent in February, while inflation and travel concerns dampen economic confidence

The most recent data also shows the immediate changes consumers are making to their spending and travel plans, with three in five concerned about the impact on their personal finances.

Next generation of women enters wealth management, but revenue roles still dominated by men

Data shows younger women joining the industry while advisory power gaps remain wide.

Monte dei Paschi and Mediobanca approve full merger plan

Mediobanca shareholders would receive 2.45 MPS shares for each Mediobanca share offered.

Apac wealth managers: Keep faith in alts

Wealth managers at Julius Baer, Morgan Stanley PWM and Nomura IWM analyse the benefits and risks of alternative investments.

Leading asset managers to join new Corastone platform as investors alongside Apollo, Franklin Templeton and KKR

This growing institutional participation builds on Corastone’s recent platform launch and comes as demand for private markets investments expands across investor types.

Amundi entrusted with a €350 million private markets multi-management mandate

Amundi manages this mandate leveraging the expertise of Amundi Alpha Associates, its private markets multi-management platform composed of a team of 80 experts with over €20 billion in assets under management.

Wealth’s new generation: HSBC’s Lavanya Chari on technology, trust and women shaping finance

Technology is widening access to investment advice, younger investors are entering markets earlier and affluent families are increasingly managing assets across borders.

Standard Chartered to expand private banking team in Singapore – report

This decision follows increased scrutiny on Chinese financial flows after money-laundering cases involving Chinese nationals.

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Wealth and Asset Management