Managers of Wealth

HSBC slashes fees for mass affluent clients

Advice fees will drop from 2.75% to 1% for Premier clients in a promotion running until the end of the year.

Wealth managers seek hidden gems in Antwerp

But they were also aware of key challenges and talked urgently about practical pathways towards meeting them.

The Rise of Single Family Offices in Central and Eastern Europe

SFOs offer a centralized structure to manage everything from capital allocation and tax strategy to philanthropy and generational wealth transfer.

Financial planning and wealth management firm expands with its third acquisition

Following the deal, O'Connor is continuing to work closely with Suttons and will be the main point of contact for his clients.

Private Banking from BankDhofar: A bespoke financial experience for the Sultanate’s most discerning clients

Segment has continued to set new standards in an increasingly automated financial landscape

A fast-growing private bank expands its footprint into the Long Island and the New York metro area

The bank has secured temporary commercial space at 175 Broadhollow Road, Melville, NY, and has received approval from its Board of Directors to apply for a new retail space.

Rothschild & Co wins Best Debt Advisory Firm for Companies

The recognition reflects the strength and consistency of our global Debt Advisory platform, which continues to deliver leading independent advice across a wide range of financing situations.

Praxis earns back-to-back STEP Private Client Awards nomination

This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.

BMO Recognized as Best Private Bank in Canada and Best Commercial Bank in U.S. and Canada

Award winners and nominees are selected by a judging panel of financial journalists and readers of World Finance Magazine.

UK pension landscape post October 2024 Budget: options for private clients

One of the overriding negatives of accessing pension capital is that over and above the PCLS, Income Tax is incurred on withdrawals.

Nomura IWM partners Allspring for global income fund

The Japanese private bank will distribute the Allspring Global Income Fund, addressing clients' growing appetite for income solutions.

Lausanne firm launches private banking platform

Light Frame has partnered with Dutch firm Mambu to launch a core banking model for private banks and wealth managers.

Wealth managers must transform to retain next gen windfall

Wealth managers must rapidly evolve digital and investment offerings or risk losing a significant portion of their future client base, warns Capgemini.

Joyce Woo on Compliance and Technology in Wealth Management

Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),

Standard Bank’s Jael Crystal-Azah is Named a 2025 NextGen Leader

This prestigious annual list celebrates the leading young private client practitioners, including those specialising in trust and fiduciary services, private client tax

Citi almost triples wealth transactions after digital revamp

Four of five clients use the bank’s mobile app regularly.

Brookfield Oaktree looks to add to wealth product line-up

The alternative asset manager is looking to round out its offering with the introduction of a private equity semi-liquid strategy later this year.

Prosperity IFA Limited Selects SEI for Tailored Model Portfolios

Goals-Based Investment Approach and Consultative Services Core to Driving Growth

Quilter strengthens responsible investment team with key appointments and promotions

Following a successful interim tenure, Ido Eisenberg has been confirmed as head of responsible investment of the affluent division.

Investec W&I pieces falling into place for Rathbones, says BofA

The investment bank initiated coverage on Rathbones with a bullish note that has seen shares rise more than 5% today.

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Wealth and Asset Management