Managers of Wealth

Standard Chartered and OKX launch world-leading collateral mirroring programme

The programme will see leading institutions, such as Brevan Howard Digital, onboard onto this pioneering programme.

Standard Chartered unveils sports investing opportunities for high-net-worth clients

The media industry has seen a growth in media contract value of 16 to 17 per cent in the last 10 years, with major sports leagues around the world signing record-breaking broadcasting deals.

Maerki Baumann Grows Profit and Assets Across the Board

In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.

Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report

This prestigious recognition highlights CFOs who have demonstrated exceptional leadership and strategic vision in the financial services industry.

FNB Private crowned Africa’s Best Private Bank at the Euromoney Awards

The bank also claimed top honours in five other categories, reinforcing its leadership in wealth management and private banking.

SJP CIO says Polaris showing 'resilience' as funds face toughest test

Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.

Record-Breaking 30 William Blair Wealth Advisors Named Best-in-State by Forbes

The Forbes best-in-state and top wealth advisors are based on various criteria, including revenue trends, assets under management, and industry experience.

WealthBriefing award for RBC Wealth Management Jersey team

The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.

UBS Charts Bold Course: Balancing Leadership, Regulation and Rewards

Chairman Colm Kelleher defended the bank’s pay structure in his remarks.

Swiss Wealth Industry Helps Banks To Fund Economy, Report Says

The study, commissioned by the Swiss Banking Association, addresses the significance of the financial-services sector to the economy amid the heightened scrutiny since the collapse of Credit Suisse.

Wealth managers weigh options after Trump's 90 day tariff pause

Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.

France’s Amundi launches four US-focused ETFs for Hong Kong’s MPF

Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.

Kaiser Partner Privatbank is growing on all fronts

Assets under management increased by 44.4 percent to CHF 8.24 billion.

19 long-service awards celebrated at Saffery Trust

With just over 100 employees in its Guernsey office, 63% of the team have now been with Saffery Trust for between five and 40 years.

Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region

Hoxton Wealth’s Birmingham office opens with a team of five, and Bobby has ambitious growth plans for the region this year.

Wealthsimple acquires wealth management platform, Plenty

Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.

Pictet Takes the Crown from UBS Asset Management

Swiss players like Mirabaud and BCV improve their standing, while others lose ground.

Citi Wealth restarts hiring engine with 10% targets

After a year of restructuring and high-profile exits, Citi's wealth business is shifting gears, aiming to hire private bankers and advisers in Asia.

Banque Heritage confirms its growth strategy with solid results

The Group increased its assets under management by 19%, further consolidating its positive trajectory.

Can team leaders survive the private banking shake-up?

As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.

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Wealth and Asset Management