Managers of Wealth

Rosell Wealth Management Rebrands as Exemplar Wealth Advisors, Adds Partner, and Launches Exit Planning Focus

“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”

Aquila launches new asset manager in Zurich

Activities that require a license as a bank, securities firm or manager of collective assets are expressly excluded," as stated in the Official Gazette of the Commercial Register .

Four US managers battle to beef up Asia wealth channels

The next decade's winner in asset management will be made in private banking distribution. But is there only one playbook for growth in Asia? Citywire Asia speaks to four top US managers on their take.

DBS Appointed as Singapore’s First Onshore RMB Clearing Bank

The approval was announced during the Singapore–China Joint Council for Bilateral Cooperation meeting held in Chongqing, underscoring its significance within the broader framework of bilateral financial cooperation.

BlackRock Expands Citi Partnership, Appoints New Leader

Under the agreement, clients currently managed by CIM will continue to receive wealth advice, asset allocation support, and strategic guidance from their existing Citigroup private bankers.

Aviva launches flexible solution for DB surplus transfers to DC schemes

The flexible solution, which offers a secure and compliant way to deploy surplus capital, is available to new and existing clients whose DB schemes are in surplus.

Van Lanschot Kempen has selected Amundi Technology’ ALTO Investment

Under a fully integrated model, Van Lanschot Kempen will rely on ALTO Investment, serviced by Amundi Technology, for front to middle office functionality.

Hightower Announces Launch of Hightower Signature Wealth

HTSW complements Hightower’s existing model with a fully integrated platform that optimizes efficiency, streamlines operations, and leverages the firm’s national scale and resources.

Partners Group finds partners in Austria

This is intended to strengthen sales not only in Austria, but also throughout Central and Eastern Europe.

Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice

This partnership brings the firm's total client assets to more than $131.2 billion.

V-Bank partners with Zurich fintech

The partnership will enable full digital onboarding.

RBC WM hires six bankers across Hong Kong and Singapore

The Canadian bank continues its hiring splurge, recruiting four private bankers in Singapore and two in Hong Kong.

Bank fund selectors tell asset managers to show more conviction

Traditional long-only products remain the cornerstone of private banks’ investment offerings, but fund selection bosses say asset managers must evolve and differentiate.

Inside ADGM’s rise as the new capital of private wealth

Over the past decade, Abu Dhabi’s relationship with family offices has transformed dramatically

Lombard Odier wins prestigious Effie Award for “Rethinking Through the Noise” advertising campaign

In a world of accelerating, unpredictable change and polycrisis, investors face unprecedented complexity and uncertainty: the redrawing of the geopolitical map, the impact of tariffs on global supply chains, the explosive rise of artificial intelligence,

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Wealth and Asset Management