Managers of Wealth

Wealth Managers Turn to AI and Private Assets to Boost Their Business

Private assets remain a key focus for wealth managers, although 26% consider that access (or lack thereof) poses a threat to their business

HSBC bets big on Hong Kong to tap Asia’s wealth-management boom, CEO Elhedery says

HSBC’s customers base increased to 6.2 million last year from 5.4 million, showing the importance of the city, Elhedery says

UK Spring Statement 2025: What it means for your wealth

We analyse the key measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy.

J.P. Morgan Asset Management Unveils New JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)

Fund joins HELO in the firm's Hedged Equity suite

Women's History Month: Female advisors talk about 'trailblazing' and wealth management

Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.

How Gen Z and Millennials Will Shape the Fintech Industry

The experts considered six Southeast Asian countries: the Philippines, Indonesia, Vietnam, Thailand, Singapore, and Malaysia.

Swiss equities as a portfolio diversification enhancer

Despite recent challenges, including currency fluctuations and limited tech exposure, several catalysts suggest a recovery potential for 2025 onwards, supported by attractive valuations and growth potential.

UBS: Ethos criticises remuneration, share buyback programme and sustainability report

Ethos also regrets that the bank is withdrawing certain sustainability commitments and recommends to vote against the sustainability report.

Economic signals contrast with the interest rate decision

The SNB must have had other reasons for the recent interest rate cut than economic sentiment.

UK Spring Statement reaction

Schroders UK investment experts respond to the UK's Spring Statement from Chancellor Rachel Reeves

IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies

The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.

Why these RIA firms are sitting out the M&A trend

Leaders at Five Eleven Partners and Johnson Investment Counsel speak out on the costs of consolidation, the pros and cons of PE, and how they're planning ahead for clients and advisors.

The global rate-cutting cycle has further to go

The Federal Reserve and Bank of England held their rates steady, while the Swiss National Bank implemented a 25-basis-point rate cut.

CaixaBank Volunteering mobilises 20,000 volunteers annually in activities that benefit 430,000 vulnerable people

CaixaBank Volunteering organised nearly 30,000 activities across the country in 2024, involving 17% more people than in 2023

Worlds Best Bank Awards 2025 – Western Europe

The May report will also feature selections for the Best Islamic Financial Institutions, the Best Banks by US Region and the World’s Best Banks by Region.

Tightened UBS regulation: Playing with fire

The UBS management is apparently currently asking itself the same question: Should we stay or go?

Europe’s wealth managers set to consolidate: Fitch

Rising costs, revenue competition to drive search for added scale

This prince is the richest heir to the throne in Europe

Wenzel is the eldest son of Hereditary Prince Alois of Liechtenstein and Hereditary Princess Sophie.

Pimco takes the next step in Switzerland

Gysi has been responsible for the Swiss business since October 2024.

Schroders Solutions secures £740m Fiduciary Management mandate from the Aga Rangemaster Group Pension Scheme

Together, they developed a core investment strategy centered on Cashflow Driven Investment (CDI) assets, which can actively adapt to a changing investment environment.

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