Managers of Wealth

Six in ten financially worse off despite rise in household wealth

Seven in ten whose situation has worsened say the cost of living has impacted their ability to manage their money (71%).

Singapore’s DBS courts rich Chinese with wealth manager hiring spree

Expansion comes as other banks grow wary of customers from China after S$3bn money-laundering scandal

Standard Chartered to Launch Sixth Wealth Center in Hong Kong

The bank has been expanding its network of cross-border wealth management centers, with existing locations in Taiwan and Shanghai

Schroders Strategy Update and Annual Results 2024

Returning to profitable growth

AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora

Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world

Amount SJP advisers owe in business loans increases to £805mn

But at the end of 2024, £81.6mn of those loans were impaired - an increase of 62 per cent on the previous year.

Partners Group to acquire Australian data center provider, GreenSquareDC

GreenSquareDC recently acquired its first site in Sydney

World class: Supporting International Families With UK Interests

Alex says such sweeping changes make now a particularly important time to get the right team of specialists around you.

IWD: What's the gender split at private banks in Asia?

Citywire Asia reveals the ratio of women to men at relationship manager, investment professional and senior management levels, showing female representation at several private banks in the region.

Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series

Dynasty Foundation Offers Financial Incentive to Help Women Build Financial Advisory Careers

HSBC Shifts UK CEO to Customer and Culture Director

HSBC has appointed Ian Stuart as group customer and culture director

Quilter reports a 17% increase in adjusted profit to £196 million and a two-percentage point improvement in operating margin to 29%

These results demonstrate the benefit of our scale dual-distribution model which has made us the UK’s largest and fastest growing retail advised platform provider.

1
2
3
…
44
45
46
47
48
49
50
51
52
53
54
…
1538
1539
1540

Wealth and Asset Management

Six in ten financially worse off despite rise in household wealth

Singapore’s DBS courts rich Chinese with wealth manager hiring spree

Standard Chartered to Launch Sixth Wealth Center in Hong Kong

Schroders Strategy Update and Annual Results 2024

AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora

Amount SJP advisers owe in business loans increases to £805mn

Partners Group to acquire Australian data center provider, GreenSquareDC

World class: Supporting International Families With UK Interests

IWD: What's the gender split at private banks in Asia?

Dynasty Financial Partners Continues to Advocate for Stronger Female Presence in Wealth Management with 2nd Annual Trailblazers Series

HSBC Shifts UK CEO to Customer and Culture Director

Quilter reports a 17% increase in adjusted profit to £196 million and a two-percentage point improvement in operating margin to 29%

Knight Frank: Asia to Drive Half of HNWI Creation

Citigroup almost sent $6 billion to wealth account in copy-paste error, Bloomberg reports

Staying ahead in Wealth Management: A Conversation with Jos Martens, Sales & Business Development Director

Canaccord Wealth expands international footprint with Middle East office

Liz Miller on leading wealth management’s future

Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada

Quilter Cheviot launches International MPS on the Morningstar Wealth Platform with ‘Building Blocks’ approach

Aberdeen-headquartered Johnston Carmichael Wealth acquired by London firm