Managers of Wealth

Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division

North Canton, Ohio-based team adds $481 million in assets to Steward Partners

Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires

German lender plots more hires as it looks to expand ultra high net worth team

St.Galler Kantonalbank increases profit in the first half of the year

Customer loans increased by 1.1% to CHF 34.1 billion in the first half of the year.

BEKB asserts itself as a successful bank in a challenging market environment

Lending continues to be risk-conscious and responsible.

HSBC launches wealth academy in Malaysia

The academy complements HSBC’s expanding wealth management presence in Malaysia.

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

Quilter retains signatory status to the UK Stewardship Code

The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.

Swiss National Bank publishes banknote designs

In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.

Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration

This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.

Backing Britain’s entrepreneurs: our UK CEO, Mark Goddard, on the next generation of wealth creators

The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.

Citigroup names new co-head of mergers and acquisitions from JPMorgan

Guillermo Baygual will work alongside Drago Rajkovic, another ex-JPMorgan executive who joined Citigroup in June, an internal memo said.

Utmost Wealth Solutions: HY 2025 Trading Update

Utmost Wealth Solutions records £5.3bn in gross inflows, grows AUA to £107.1bn and extends its market leading position in HY 2025

UBP private markets deputy head exits for Apollo

Gaetan Aversano joins the alternatives asset management giant in Zurich.

Tatton, Inflexion and Hogarth back new consolidator with £115m

The new advice consolidator has already completed its first acquisition – Absolute Financial Management, based in Kent

LLB successfully concludes share repurchase programme

There are no plans to cancel the repurchased shares.

Future-Proofing Wealth Management in Thailand: Avaloq’s Client-Centric Blueprint for Scalable Success

He shared the six interconnected pillars that are critical for building a competitive edge – market insight, segmentation, service modelling, operational enablement, digital engagement, and platform readiness.

“That’s why we founded Blackstone University in Zurich”

Ms. Madan, Blackstone recently announced that it will invest up to $500 billion in Europe over the next ten years.

UBS Slips After Shareholder Sells $621 Million Stake

The price was a 1.4% discount to the bank’s closing price of 31.91 Swiss francs on Monday.

Power to the people: investing in energy dynamics

Washington’s increasing desire to penalise rival economies, including China and India, for transgressing an apparently arbitrary set of rules, will be a major determinant of returns

Goldman Sachs champions legacy planning as US$6.1 trillion wealth transfer looms in Asia

For family-owned firms in Asia-Pacific, legacy planning is crucial to ensure business sustainability, US bank’s Carra Cote-Ackah says

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Wealth and Asset Management