Managers of Wealth

Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign

The ‘Now’s your time for wealth’ global wealth campaign launched this month.

MongoDB Collaborates with Lombard Odier to Modernize Core Banking Technology with Generative AI

Leading Swiss bank uses MongoDB to accelerate generative AI innovation and deliver enhanced services to clients

What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…

While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.

Sahil Bloom On Wealth, Success And Pursuing All-Time Highs In Money And Life

These benchmark superlatives tend to inspire a moment of celebration—only to be soon followed by hours of anxiety, as investors ponder when their new all-time high will inevitably become a low.

Private markets solution, Yooro, launches in Europe

The securitization solution aims to streamline the private assets investment process.

Brooks Macdonald completes acquisition of LIFT-Financial Group

As at December 31 2024 this acquisition brings an additional c.£1.6bn assets under advice (AUA) and around 1,350 clients.

Presentation of the 2024 full-year results for the Julius Baer Group

Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities

DeepSeek will have ‘deeper implications’, says BNP investment chief

BNP Paribas Wealth Management CIO Edmund Shing expected an AI-related correction, but perhaps not this early.

Jonathane Ricci and JR Wealth Management Introduce Values-Based Legacy Planning Service

Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.

Investec Bank launches new electronic trading platform

ZebrA-X will provide clients with access to a comprehensive suite of benchmark, liquidity-seeking algorithms, underpinned by Investec’s consultative execution team, connecting with a range of liquidity providers and venues.

Luzerner Kantonalbank annual result 2024

Thanks to growth in customer business and active interest rate management measures

Renaissance for real estate as an asset class

Where once only the wealthiest institutions or individuals could easily invest in prime global properties, the real estate landscape is changing.

2025 Private Markets Outlook: Insights for U.S. Wealth Advisors

As a result, private equity continues to attract investors seeking higher returns and diversification.

St James’s Place sees £4.3bn of net inflows amid ‘successful year’

Gross inflows stood at £18.4bn, compared with £15.4bn in 2023

JTC’s Global Expertise Recognised at Citywealth IFC Awards

In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.

MilleniumAssociates Enhances Its Global Advisory Board, Naming Neil Fatharly as Its Latest Member Amid Further Expansion Moves

The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.

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Wealth and Asset Management