Managers of Wealth

Essential wealth strategies for turbulent times (by Daniel Kalt)

In addition to these regular internal investment meetings, Mark Haefele also continuously advises hundreds of clients on strategic investment issues.

Personal lines insurance: Enhancing wealth management for the next generation

Comprehensive personal lines insurance is key for wealth managers to enhance their value proposition and attract HNW clients.

European and UK Equity Capital Markets Review January 2025

Equity markets have carried 2024’s momentum into January 2025, with uncertainty over US trade tariffs impacting February performance.

Sanctuary Wealth Welcomes NewSpring Wealth Partners from UBS

Minneapolis-based Kristin Larson is the latest wirehouse advisor to choose Sanctuary's Partnered Independence model

BlueOrchard-managed InsuResilience Private Equity strategy reaches target size

This development marks a key milestone for the strategy focused on enhancing climate resilience in underserved communities across developing regions.

Bridging business borders between the UK and Germany

In an increasingly globalised world, the importance of cross-border business relationships can’t be overstated.

EFG moves into new offices in Liechtenstein and Gstaad

The private banking group said its team in Vaduz is growing rapidly.

These bonuses can make even Sergio Ermotti jealous

Compared to the previous year's salary of 29 million dollars, this is an increase of a good 20 percent.

Verso Group expands with WH Ireland Henley-on-Thames team

They will collaborate with Verso’s leadership to drive regional growth.

Next-gen woman advisor managing $200M switches from UBS to Sanctuary Wealth

Advisor joins the Partnered Independence model for new firm launch.

CaixaBank Private Banking recognizes its clients’ social commitment with its 7th Philanthropy Awards

CaixaBank Asset Management also participated in the organization of the award presentation gala dinner.

Centrum Wealth: Expanding Horizons Under Seasoned Private Banker and CEO Sandeep Das

Over the past year alone, the firm has hired around 90 professionals from 30 firms, reinforcing its expertise and reach.

Hoxton Wealth opens first office in Mexico City

Country manager Aaron Vickery started his finance career in finance with St James Place

Wellington expands UK wealth offering with four Ucits funds

The funds aim to broaden UK and European investor access while providing shareholder voting rights and improved fund oversight.

Ex-BlackRock fund bosses cash in on Lift Financial’s sale to Brooks

BlackRock Gold & General manager Evy Hambro and disgraced former BlackRock UK Absolute Alpha manager Mark Lyttleton are among those receiving payouts.

DBS full-year net profit

Board proposes final dividend of 60 cents and will introduce a quarterly Capital Return dividend for financial year 2025

Lombard Odier recognised as Best Domestic Private Bank for the ninth time at the WealthBriefing Swiss Awards 2025

Our achievements in the wealth management industry were recognised

Swiss Bank Employees Association (SBEA) on the mass redundancies at Julius Baer

It must remain a Swiss bank, where social partnership plays a central role in the interest of all employees in the sector.

Nomura Asset Management Incorporates Skills of Outside Directors and Business Opportunities for Nature-positive into ESG Scoring

In addition to financial data, NomuraAM believes it is essential to reflect non-financial data in company evaluations and make investment decisions based on these evaluations, in order to increase the added value of its investments.

Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group

$360 Million RIA Joins Osaic's Corporate RIA in Greater Tampa Area

1
2
3
…
51
52
53
54
55
56
57
58
59
60
61
…
1535
1536
1537

Wealth and Asset Management