Managers of Wealth

Santander “steals” from CaixaBank the architect of its private bank’s success in recent years

The entity chaired by Ana Botín has reorganized the management of the bank in Spain

OCBC Acquires Barclays' Asia Wealth Business for $320 Million

The acquisition strengthens OCBC's presence across Southeast Asia, Greater China, and the Middle East, marking its second-largest private banking deal since 2009.

SEB to acquire Boye Advisory to strengthen private wealth and family office offering

The transaction will further strengthen SEB’s Private Wealth Management & Family Office division and enhance its offering to this client segment.

UBS Asset Management completes merger of Credit Suisse Asset Management (Schweiz) AG with UBS Asset Management Switzerland AG

As of 30 August 2024, Credit Suisse Asset Management (Schweiz) AG has been deregistered from the Commercial Register of the Canton of Zurich and has ceased to exist as a separate entity.

The rise of the integrated adviser for wealthy families

Complexity is growing for families of wealth, beyond the normal complications substantial wealth already brings.

J.P. Morgan Asset Management Expands Morgan Money Platform with New Treasury and Cash Management Capabilities

Morgan Money and Kyriba to streamline liquidity management workflows for customers

Affin rolls out tailored wealth management service

UHNW clients to benefit from dedicated financial planning and investment team

Julius Baer renames subsidiary Kuoni Mueller & Partner to Julius Baer Real Estate Ltd. and acquires all of its shares

At the same time, the Group has bought all outstanding minority shares in the subsidiary, which was acquired in October 2021, and has appointed Thomas Hodel as its new CEO.

Quilter announces acquisition of NuWealth to enhance digital capabilities

With this acquisition, Quilter aims to evolve NuWealth to work with advisers to help them support clients at the start of their investing journey.

Banks are ceding their wealth funnel advantage, says Cerulli

A growing gap between clients' use of traditional deposit accounts and wealth management services hints at an untapped opportunity.

Hong Kong wealthy going digital, embracing AI

Wealth managers must leverage tech’s speed, efficiency to meet client expectations

Coutts Monthly update: Markets restored amid solid company performance

Despite an uncertain start to the month, markets soon recovered and are now looking forward to the first US interest rate cut in four years.

Howden Switzerland CEO on Growth: «Buying Alone is Not Enough»

While three years have already passed, the firm still faces significant challenges.

Private Bank Reyl Slips into the Red

In contrast, the bank posted a profit of 10.5 million francs in the previous year, following a comprehensive reorganization by its parent company, Intesa Sanpaolo.

Calastone Expands Taiwan Presence Amid Growing Demand for Fund Automation

The growth of Calastone’s presence aligns with regulatory efforts to bolster Taiwan’s standing as a preeminent asset management hub.

Mercer acquires $412m Connecticut RIA

Benchmark Wealth Management in Old Lyme, Conn., primarily serves high net worth retirees.

EFG Expresses Interest in Acquiring Banque Havilland Assets

By August 2, the private bank announced that the European Central Bank (ECB) had revoked its banking license in Luxembourg with immediate effect.

JPMorgan Sets Up Dubai Private Banking Team to Tap Wealth Boom

JPMorgan’s international private bank is larger than any of its US rivals

Swiss insurers significantly increased their overall result in 2023

The overall result increased by CHF 5.9 billion or 78% compared with the previous year.

Profit of the Syz banking group fell significantly

Although the company, which also operates in Zurich and Ticino (Lugano, Locarno), does not provide detailed information, it describes the group's net inflows as "positive".

1
2
3
…
98
99
100
101
102
103
104
105
106
107
108
…
1520
1521
1522

Wealth and Asset Management