Managers of Wealth

Moneyhub teams up with Marygold & Co UK to innovate wealth management

Moneyhub partners with Marygold & Co. UK to power an upcoming app that simplifies savings, offers competitive interest, and enhances financial oversight.

UBS Stunned by Mafia Analogy at Whistleblower Pressure Trial

Forissier’s lawyer, William Bourdon, later asked Turrini whether he thought his client had been right to blow the whistle.

Schroders finds new home in Zurich

This is also a commitment to Switzerland as a business location.

Deutsche Bank: Two major changes in Switzerland

He will remain based in Zurich.

Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award

The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.

Pictet WM moves ETF coverage to active fund analysts

The Swiss bank has moved the coverage of exchange traded funds to its active fund analysts, who can now compare the products alongside each other.

WealthKernel joins forces with Griffin to offer savings accounts

Digital investment infrastructure provider WealthKernel is partnering with Griffin to enable fintech’s and wealth managers to embed savings accounts into their services.

Chubb's 2024 Wealth Report: Affluent Households Name Climate, Cyber and Collectibles Risks as Top Threats to Building and Maintaining Wealth

With 90% of respondents citing climate change as a leading concern, 92% fearing liability lawsuits, 81% of collectors worrying about theft, and a substantial insurance protection gap across critical areas

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

Canada's RBC beats profit estimates on HSBC addition, wealth management strength

RBC also rejigged its leadership earlier this year and made changes to its business segments as the lender positions itself for the next phase of growth while absorbing HSBC's domestic operations.

FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution

The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.

Mapfre Asset Management to use BlackRock's Aladdin platform

The Spanish insurer is set to adopt Blackrock's platform.

Why Wendy Warren is one of the Bahamas’ leaders in wealth management

As the founder and managing director of Caystone Solutions, Wendy oversees a dedicated team that supports family offices, asset managers, and private clients in preserving and growing their wealth.

The future of wealth: What industry experts are saying

In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.

Wealth Management Startups See Funding Rise

There’s nothing terrible about this sort of asset assortment.

Track to the Future – with HSBC Asset Management’s Dan Rudd

How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months

The Power Of Holistic Wealth Management For High-Net-Worth Individuals

Bibbo’s success is marked by notable awards, including Crain’s 2021 Notable Wealth Managers and 2024 InvestmentNews Top Advisors List.

Rathbones continues to cut roles in search of £60m Investec savings

Wealth management mega-merger sees more jobs cut in hunt of savings.

Bellevue expects halving of net profits

The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.

Lombard Odier: Zurich EAM Desk Reaches the Next Level

What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.

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Wealth and Asset Management