Managers of Wealth

Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service

The recognition was part of the 2024 Global Private Banking Awards.

Spear’s Awards 2024 finalists: Private Bank of the Year – UK, in Association with Porto Montenegro

The award recognises a bank that has delivered outstanding service and performance for HNW individuals in the UK.

Wealth Manager Top 100 2024: Another 25 key fund selectors

Discover the third batch of 25 industry stars to make it onto our 2024 list of the UK’s top fund selectors.

UBS Bahamas to close wealth management office

A communications contact from UBS also told Guardian Business that “jobs will not be affected with the transfer of operations.

EFG Asset Management launches global impact credit fund

In partnership with Schroders affiliate BlueOrchard

CI Global Asset Management Honoured with 16 LSEG Lipper Fund Awards

CI GAM earns an industry-leading number of awards for a second consecutive year

UOB Posts Record Fees

The Group achieved a strong quarter with record net profit

The impact of Cayman’s revised beneficial ownership regime on trusts and private wealth structures

Private wealth structures, many of which previously relied on an exemption, will be impacted.

LGT receives multiple awards

LGT also received accolades at Private Banker International's 2024 Global Wealth Awards after impressing the judges with its philanthropy offering.

Canaccord Genuity sees investment banking and wealth boost after acquisition spree

The Toronto-listed group’s latest trading update points to a brighter picture

Kimbolton firm Beacon Wealth Management is one of best in UK

Beacon was recognised by the judges for continuing to put client outcomes first.

Deutsche Bank named Best Private Bank for Entrepreneurs and Best Private Bank in Germany

These awards recognise the Private Bank’s transformation.

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

Global Private Banking Awards 2024: Winners and highly commended

This is testament to the growing quality of submissions and private banks’ increased focus on client needs.

Moody's Ratings upgrades Raiffeisen Schweiz Genossenschaft's long-term deposit ratings to Aa2, outlook stable

The outlook on the long-term deposit ratings was changed to stable from positive, the outlook on the long-term senior unsecured ratings remains positive.

Canaccord announces new charity partner in Jersey

These donations have come from staff contributions and odd lot shares donated by clients.

Scotia Wealth Management receives two awards from PWM/The Banker 2024 Global Private Banking Awards Français

These awards recognize Scotia Wealth Management for its excellence in wealth management, including its comprehensive advice, products and platforms which meet a wide range of clients' wealth needs.

Guernsey Finance Chief Executive receives Freedom of the City of London

The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.

Close Brothers Asset Management and SEI Announce Strategic Partnership

Technology and Operational Outsourcing Drives Scale and Growth

Pell Wealth Partners joins Rise Private Wealth Management

Warwick. The combined team now manages over $4 billion in assets.

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Wealth and Asset Management