Managers of Wealth

What is the future of wealth management?

This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services.

VP Bank closes Hong Kong branch and reduces staff

VP Bank shuts down their Hong Kong branch and reduces staff due to operational efficiency.

How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's Flanagan

Flanagan believes that women indeed want to educate and prepare their families for that transfer.

Schwab Survey Reveals That Americans Think It Takes $2.5 Million to Be Considered Wealthy in 2024

This year’s study reveals that Americans now think it takes an average of $2.5 million to be considered wealthy

Simplifying private asset investments for high-net-worth individuals

By using a nominee structure managed by a regulated custodian, the platform removes the need for creating new entities

Best wealth management firms of August 2024

Each wealth management firm offers different services at different price points. Finding the right one requires research and comparison.

Maybank Private banks on human touch and Asean touchpoints to grow wealth business

On-the-ground presence and wide range of services are enablers of holistic approach to advisory practice

Gold hits record high

Additionally, the dollar index dropped 0.6%, marking its fourth consecutive week of losses, enhancing gold's appeal to global investors.

Northern Trust partners kids' finance fintech Greenlight

Northern Trust clients now have complimentary access to Greenlight’s award-winning family finance app and debit card, available through the Greenlight for Banks program.

VP Bank reports a semi-annual profit of CHF 11.5 million and implements substantial efficiency measures.

The net new money inflow of the Group amounted to CHF 0.5 billion

Man Group a rare active bright spot as passives dominate Pridham Report

BlackRock and Vanguard top the Q2 sales charts, but Man Group’s flagship Japan and UK equity funds also prove popular.

“Swiss banking” miracle in the Bahamas

The core components of the group are the Swiss asset manager UCAP Wealth Management and Capital Union Bank

Global Wealth Tax Could Raise $2.1 Trillion Annually for Climate Action and More

The two-tier tax system allows billionaires to pay tax rates that are half the rates paid by the rest of society

BlackRock unseats Grayscale Investments as biggest crypto asset manager

Grayscale, a US digital asset manager, gives investors exposure to cryptocurrency through its bitcoin and ethereum trusts.

7 Ways You Can Create Generational Wealth

This broader understanding of wealth ensures that future generations not only inherit assets but also the knowledge and skills necessary to manage and grow them.

“Things can only get better” - New direction and leadership for the UK Market

A key focus of the manifesto is investment into infrastructure projects and the movement towards a green future, in the hopes that a state-led initiative will drive a surge in productivity.

NewEdge Wealth widens Florida footprint with HNW Merrill Lynch team

The RIA’s latest expansion in is led by two veteran advisors with more than half a century of collective experience.

BNP Paribas WM launches EAM desk for Apac

The French bank is the latest in the region to open its doors to the growing cohort of external asset managers in Asia.

SJP, Fidelity and Liontrust top ‘dog funds’ list while ESG struggles remain

The latest edition of Bestinvest’s Spot the Dog report highlights the ongoing underperformance of sustainable funds, as well as poorer performance at Fidelity International.

LGT reports solid business growth and continued strong net asset inflows

International financial markets performed well overall in the first half of 2024, despite persistent geopolitical and economic uncertainties.

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Wealth and Asset Management