Managers of Wealth

Bantleon boss eyes further growth after quadrupling AUM with takeover

Bantleon CEO Stephan Kuhnke outlines the challenges of taking over Warburg Invest last year and where the company wants to grow next.

Macquarie Asset Management finances upgrade and expansion of three Midlands hospitals

The projects will help enhance the accessibility and quality of facilities for each hospital’s patients, visitors, and staff.

Perpetual in talks with KKR for corporate trust and wealth management unit sale

A potential deal would help KKR further expand its investment management footprint in Australia and Perpetual turn into an asset management business.

Manulife and Standard Chartered HK team up for private banking

Manulife and Standard Chartered Hong Kong have formally signed an agreement for private banking

Schroders Capital Teams Up with iCapital to Enable Access to Semi-Liquid Private Equity Strategy

iCapital Marketplace “connects wealth managers, financial advisors, and their clients to a wide selection of alternative investment opportunities offered by the world’s asset managers.”

HSBC Closes EAM Business in Hong Kong, Singapore

The exit marks a brief stint for HSBC’s EAM business in the region.

Morgan Stanley Reorganizes Asia PE Business

After 24 years with Morgan Stanley PEA, chief investment officer Andrew Hawkyard will also retire.

BlackRock Memo Reveals Wealth-Management Shuffle Amid ESG Backlash in Texas

It has faced fierce public criticism from conservative state officials there and lost business over environmentally conscious investing practices.

Paoletti named to Forbes’ Magazine’s list of Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience

J. Safra Sarasin Group Reports Strong Results for 2023

Group net profit rose by 6.9% to CHF 470.3 million in 2023 from CHF 440.2 million in 2022.

HSBC’s private bank shuts independent asset management business in HK, Singapore

The bank will make the transition as smooth as possible for affected clients

T+1 Could See Swiss Private Bankers Doing Night Shifts Soon

The Swiss financial hub won't be able to avoid the prevailing trend worldwide towards ever-higher transaction speeds and frequencies for much longer.

Credent Wealth Management Lands Two New Advisor Firms

Two Independent RIA’s Chose to Join Credent’s Partnership Model

BNP Paribas Group: Results as at 31 March 2024

BNP Paribas confirms its 2024 trajectory – revenues more than 2% higher than 2023

NatWest hits close to £1bn in profit in Q1 2024

Operating profit before tax totalled £1,330m for NatWest in Q1 2024, which was higher than the £1,257m in Q4 2023 but lower year-on-year.

Here’s the scenario that ‘nobody’s really prepared for,’ says UBS Wealth’s CIO

It’s been a roller coaster week for earnings and data, though Microsoft and Alphabet results are cheering up tech.

Advisers tailor their services as women grow richer

With female clients controlling a bigger share of global wealth, managers are doing more to address their particular needs

Schroders posts rise in assets as it looks to rebound from ‘challenging’ year

The news comes after Schroders announced on Wednesday that veteran chief executive Peter Harrison would retire next year.

The WealthStack Podcast: Why Estate Planning Is the Next Frontier of Wealth Management With Gene Farrell

As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.

REYL Intesa Sanpaolo represents ARTEX’s paying agent

REYL Intesa Sanpaolo works as a paying agent for ARTEX through its asset services product unit.

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Wealth and Asset Management