Managers of Wealth

The return of the gold bugs

Yet despite ongoing attempts to reshape global trade – and even talk of a renewed gold arbitrage - prices have been flatlining for several months now.

Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division

North Canton, Ohio-based team adds $481 million in assets to Steward Partners

Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires

German lender plots more hires as it looks to expand ultra high net worth team

St.Galler Kantonalbank increases profit in the first half of the year

Customer loans increased by 1.1% to CHF 34.1 billion in the first half of the year.

BEKB asserts itself as a successful bank in a challenging market environment

Lending continues to be risk-conscious and responsible.

HSBC launches wealth academy in Malaysia

The academy complements HSBC’s expanding wealth management presence in Malaysia.

Backing Britain’s entrepreneurs: our UK CEO, Mark Goddard, on the next generation of wealth creators

The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.

Citigroup names new co-head of mergers and acquisitions from JPMorgan

Guillermo Baygual will work alongside Drago Rajkovic, another ex-JPMorgan executive who joined Citigroup in June, an internal memo said.

Utmost Wealth Solutions: HY 2025 Trading Update

Utmost Wealth Solutions records £5.3bn in gross inflows, grows AUA to £107.1bn and extends its market leading position in HY 2025

UBP private markets deputy head exits for Apollo

Gaetan Aversano joins the alternatives asset management giant in Zurich.

Tatton, Inflexion and Hogarth back new consolidator with £115m

The new advice consolidator has already completed its first acquisition – Absolute Financial Management, based in Kent

LLB successfully concludes share repurchase programme

There are no plans to cancel the repurchased shares.

Future-Proofing Wealth Management in Thailand: Avaloq’s Client-Centric Blueprint for Scalable Success

He shared the six interconnected pillars that are critical for building a competitive edge – market insight, segmentation, service modelling, operational enablement, digital engagement, and platform readiness.

“That’s why we founded Blackstone University in Zurich”

Ms. Madan, Blackstone recently announced that it will invest up to $500 billion in Europe over the next ten years.

UBS Slips After Shareholder Sells $621 Million Stake

The price was a 1.4% discount to the bank’s closing price of 31.91 Swiss francs on Monday.

Power to the people: investing in energy dynamics

Washington’s increasing desire to penalise rival economies, including China and India, for transgressing an apparently arbitrary set of rules, will be a major determinant of returns

Goldman Sachs champions legacy planning as US$6.1 trillion wealth transfer looms in Asia

For family-owned firms in Asia-Pacific, legacy planning is crucial to ensure business sustainability, US bank’s Carra Cote-Ackah says

AWAG expands wealth management deal with new JV

ASX-listed firm The Australian Wealth Advisors Group announced it has entered into a new joint venture to launch a wealth management services firm, OneLedger Wealth.

Ollie Grant private wealth selected as top wealth management practice to watch by IAOTP

Ollie Grant will be honored at the International Association of Top Businesses and IAOTP's annual awards gala in Las Vegas

BlackRock and Vanguard lead US ‘super league’ dominating Europe

Regional expansion by group of US-based asset managers far outstrips local sector’s growth

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Wealth and Asset Management