Managers of Wealth

BMO Recognized with 2021 BIG Innovation Awards for Digital Leadership Franç

The bank received an award for its development of a new digital solution aimed at simplifying charitable donations.

CreditEase Wealth Management Wins Best Wealth Planning Service Award at the Asian Private Banker Awards for Distinction 2020

Through its forward thinking, CreditEase Wealth Management is able to provide conscientious and comprehensive wealth management solutions for entrepreneurs through its extensive network and eco-system with partners.

GAM Holding Expects To Report Underlying Pre-Tax Loss

This update is regarding the impairment charges

UBS Boss Ralph Hamers in Tight Spot

The matter has exploded less than three months into Hamers' tenure running the world's largest wealth manager, where he is widely expected to modernize, soften a hidebound, bulky hierarchy, and better equip the Swiss bank on technology, data, an

LGT becomes signatory of the global Principles for Responsible Banking

This network of signatories facilitates the alignment of sustainability standards and enables joint projects to strengthen and develop sustainable financial institutions.

Kingswood launches advice academy

The training will see candidates acquire new technical and people skills as well as develop their financial planning knowledge.

Carlyle buys boutique

It is expected that a number of share- and option- holders, the majority of whom are staff, will roll over their holdings in HGL into shares in Hurst Point Group.

Citi UAE’s wealth clients to quadruple by 2025

With the further investment in our platforms and talent pool, the expanded clientele will be able to book and manage their wealth across multiple jurisdictions through a single universal relationship manager.

Quilter Cheviot Marks Its 250-Year Anniversary In 2021

The world is almost unrecognisable from when the company was first founded, so what has changed?

Banking heir Benjamin de Rothschild dies at 57

The thoughts of the Group's employees go out to his wife Ariane de Rothschild and his children

Citi PB repositions portfolios for post-pandemic recovery

The underperforming equities of 2020 could become the winners this year, according to Citi Private Bank’s Asia investment strategist.

Merrill Lynch Wealth Management's New Household Growth Fell 40% in 2020–Sources

Account growth totals may have climbed slightly higher in the closing days of the year after the call.

Rockefeller Capital Management Adds Three Teams With Combined AUM Of $1.7B

Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.

Credit Suisse names Disruptive Technology Recognition winners

The program gives a chance for participants to collaborate to promote innovation at the bank and partner firms.

Guernsey: Agility in a time of crisis

The pandemic has also catalysed interest in the much-vaunted green sector as lockdowns have reemphasised the value of the natural world.

IRIS Software Group accelerates cloud-based practice management with acquisition of Senta

Senta joining the IRIS family allows us to revolutionise the cloud practice management market, delivering the functionality they require today, regardless of location.

UK financial planning firm completes first M&A deal of 2021

Acquisition adds more than £60m funds under management to the group

How can UK alternative fund managers access European investors post-Brexit?

With the EU passport no longer available, Senior Consultant - Fund Services, Melville Rodrigues considers the solutions for UK real estate managers to continue to access European investors.

Van Lanschot Kempen completes acquisition

We expect to complete the integration of Hof Hoorneman Bankiers' clients, employees and funds by the end of 2021.

Rockefeller Capital Management Announces Partnership with PGA Tour Golfer

Mitchell to debut the Rockefeller Capital Management brand at Sony Open in Hawaii this weekend

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Wealth and Asset Management