Managers of Wealth

Treasury chief Bessent’s briefing to private bank event draws scrutiny

Experts say Bessent didn’t violate any rules and that the customs and conventions around such private talks are murky

Julius Baer launches CIO office sales unit

Beyazit Guzelyagdoken takes charge of the new team, which focuses on discretionary mandate sales.

Nomura Reports Fourth Quarter and Full Year Financial Results

Net revenue in the fourth quarter was 452.7 billion yen (US$3.0 billion), decreasing 10 percent quarter on quarter

Former Aberdeen veteran eyes headcount growth at crypto ETP firm 21Shares

Russell Barlow, who joined Switzerland-headquartered crypto assets specialist last year, says headcount could grow to around 100 by the end of the year

The Global Financial Landscape: Emerging Trends in Wealth Management in Asia and Beyond

The rise of Asia and the Middle East as global wealth hubs have reshaped the financial landscape.

Wealth managers forecasting gold will go to $5000

This has led some of the world’s top wealth managers to forecast further significant gains in gold and to advise clients to diversify out of US assets.

HSBC: UHNWIs «Viewing This Pullback as an Opportunity»

Since peaking in February, the S&P 500 has been trending lower amid an escalating trade war under US President Donald Trump.

Roy Lee of Leonteq: Elevating Structured Solutions for Independent Wealth Managers

Roy acknowledged that the independent wealth model has become increasingly central to Leonteq’s business in Asia, driven by growing demand for bespoke solutions and direct issuer access.

Mesirow Wealth Advisors Recognized by Forbes as 2025 Best-in-State Wealth Advisors

Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.

Vontobel 3-month 2025 trading update

In the first quarter of 2025, assets under management increased by CHF 6.0 billion to a total of CHF 235.1 billion compared to year end 2024.

Bank Frick achieves good annual result of CHF 9.5 million

After two years of consistent realignment, investments in personnel and infrastructure remained at a high level.

Swiss fund market: Uncertainty clouds the strong start

Despite the growing uncertainty in March, the Swiss fund market was still up 1.6% at the end of the month.

St James’s Place: Assets slump as firm gears up for fee changes

Analysts had been expecting funds under management at St James’s Place to continue rising from £190.2 to £197bn, underestimating the impact that market performance would have on the firm.

What does a 900-year-old monarchy bring to modern private banking?

LGT Group, the Liechtenstein princely family’s private bank and fund manager, stewards more than $650 billion of assets for banks, insurers, pension funds, family offices and rich folk.

Broadridge Unveils Asset Manager Rankings in China

This AUM growth and brand improvement continued to fuel global managers’ momentum in China, with most seeing an uptick in their China Power Ranking scores

Passing wealth: Julius Baer’s modern approach

Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.

K2 Private Wealth debuts with bespoke advice and global expertise

The London-based advisory firm brings a fresh, client-focused approach to wealth management, co-founded by industry veterans.

High net worth individuals view geopolitical risks as a direct threat to their wealth

A quarter (25%) of respondents identified trade policies, including tariffs and international disputes, as one of the biggest barriers to UK economic growth.

BNP Paribas Group: Results as of 31 March 2025

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter of 2025.

ARK Wealth Secures Two Prestigious Best Wealth Manager Awards

The wins come as Noah's ARK continues to expand its footprint cemented by a new overseas headquarters in Singapore

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Wealth and Asset Management