Managers of Wealth

What can Asian wealth managers learn from Europe's affluent shift?

Advisors must be life planners and not just portfolio managers, McKinsey’s survey found.

Morgan Stanley Wealth Expands Access to Private Markets

Morgan Stanley Wealth Management is also adding to its PMAX product suite with the launch of PMAX

Interview with Mr. Olivier Calloud, Chief Executive Officer of Piguet Galland & Cie SA

Today, International Banker is joined by Olivier Calloud, CEO of Piguet Galland, to discuss the bank’s financial performance, their approach to client relationship management and the impact of AI on the bank and the wider private-banking industry.

Envy of Musk’s wealth is a losing economic strategy

He rejects wealth-tax arguments, defends wealth creation through innovation, and warns that envy, cronyism, and state overreach undermine prosperity.

Top 10 priorities shaping the future of wealth management leadership

Decision-oriented convictions reveal how wealth managers must adapt to rapidly evolving drivers of value creation.

Building profit resilience in European private banking

To sustain momentum and achieve sustainably higher profitability, banks can move beyond incremental improvements and embrace fundamental change.

Ardshinbank Named Armenia’s Best Bank in Four Categories by the Global Banking & Finance Review Awards

Global Banking & Finance Review is a renowned international platform that annually recognizes the achievements of financial institutions in innovation, service quality, management excellence, and contributions to the development of financial markets.

Schroder UK Mid Cap Fund plc - Half-Year Results

UK mid caps now sit at multi-decade valuation lows relative to their own history, to UK large caps, and to most developed market peers.

Amundi Asia Workshop: Accelerating growth in Asia, Amundi’s second home market

Amundi has been deeply rooted in the Asian region for more than 50 years and built a comprehensive local setup.

Santander publishes AI projects under an Open Source licence to ramp up shared innovation

Banco Santander remains at the forefront of AI development by offering public repositories on Open Source to foster technical cooperation and shared learning.

LLB Switzerland awards first LLB Business Award to Hostpoint

The award went to Hostpoint AG and recognizes entrepreneurial excellence, customer focus, innovative strength, and regional responsibility.

BR Partners eyes acquisitions to expand wealth management

Bank says organic target of R$10bn in assets under management has been postponed but could double with acquisitions

Maybank Rolls Out AI Wealth Platform With Swiss Fintech

The initiative forms part of the bank’s broader wealth transformation strategy as competition intensifies among Asian financial institutions to enhance client experience through technology.

Vontobel gives young artists a big stage

The connection between wealth management and art has a long tradition at Vontobel .

Lync Wealth Management continues growth with double acquisition

Yorkshire Rose supports customers in Wetherby, Leeds, York and Harrogate, while Hayden Kilkelly operates across the West Midlands from its base in Kingswinford.

The drive behind our Wealth Planning expertise

It requires an understanding of each family’s unique circumstances, ambitions, and concerns, as well as the ability to look ahead and prepare for what comes next.

Lombard Odier and Alpha Japan are entering a new phase of their long-standing collaboration

This agreement will lead to closer alignment of their respective asset management and distribution capabilities. As part of the agreement, Alpha Japan LO am has adopted its new legal name, reflecting the expanded and deepened collaboration.

Crown Dependencies recognised at Citywealth Brand Management Awards

They also recognise the ever-important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.

Praxis earns hat trick of STEP Private Client Awards nominations

This year’s awards programme attracted a high number of nominations, with 374 submissions from 26 countries.

Beyond the ETF: how Mirabaud builds resilient discretionary portfolios

Mirabaud’s implementation strategy is essentially binary: they default to passive management for efficient, broad-market indices unless they identify significant alpha potential.

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Wealth and Asset Management