Managers of Wealth

Citigroup Exits Asian Retail Banking Market In Shift To Wealth Management

The move has reshaped markets and sparked conversations about its impact.

BNP Paribas Wealth Management presents its five most relevant investment themes for 2025

Finally, the AI investment wave and the will for energy transition will create new opportunities in the Healthcare, Energy and non-tech sectors that can put AI models to profitable use.

The Greening Jersey Trust

The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.

Rothschild & Co wins in three categories at this year's Mergermarket European M&A Awards

These awards reflect Global Advisory’s unrivalled levels of M&A activity in these markets over the last 12 months.

Söderberg & Partners takes stake in three more UK advice businesses

With over £3bn in assets, Hoyl is renowned for building long-lasting client relationships and consistently delivering high-quality financial advice to the highest professional standards.

LGT Bank receives top marks in this year’s quality tests

At the Handelsblatt Elite Report awards ceremony yesterday in Salzburg, LGT once again secured a spot among the top ten elite wealth managers in German-speaking countries.

Commerzbank Asset Manager Yellowfin launches mixed fund

It is the first mixed fund that Yellowfin manages for Commerzbank's wealth management.

‘Our wealth management services are strengthened by the backing of the Mauritius IFC’ – Carrick Wealth

The Mauritius VCC ringfences each sub-fund or SPV assets and so prevents cross-contamination of risk.

Endowus Launches First Brand Campaign to Transform Wealth Management Landscape in Hong Kong

The large-scale campaign was created with VML Hong Kong

DBS India rolls out enhanced wealth management offering

The latest initiative targets high-net-worth individuals as well as non-resident Indians.

DFMs’ trapped clients set for crunch meeting after custodian collapse

IBP Markets held £653m in its custody services business when fell into special administration last year, following FCA restrictions over financial crime risks.

Strive Asset Management expands into anti-ESG direct indexing

The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity

Preparing The Next Generation For The Great Wealth Transfer.

As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.

Rich Ranking: How the banking families and managers fared

This year, the trial of several members of the Indian Hinduja family of entrepreneurs, who were on trial in Geneva for exploiting their domestic workers, made headlines.

Client experience – trends and developments

Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting

Standard Chartered explores the sale of a small number of businesses to boost investment in its affluent franchise

The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.

NAB Private Wealth awarded Australia’s Best Private Bank for fourth straight year

Award recognises the bank’s commitment to delivering world-class private wealth services to high-net worth families and individuals and their evolving wealth needs.

Partners Group invests record USD 1.2 billion in infrastructure secondaries in twelve months

The record investment level reflects the increasing opportunity set available in the infrastructure secondaries market.

Fidelity and Maybank launch multi-asset fund in Malaysia

The MAMG Alpha Capital & Income Opportunities fund has been launched in Malaysia.

Bowmore is latest win powering Nucleus’ growth

In total, Third has won the custody mandate for 10 new clients in the last year, including Capital Financial Markets, Lowes and Mountstone.

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Wealth and Asset Management