Managers of Wealth

Handelsbanken Wealth & Asset Management: New report reveals gender wealth gap

The research reveals that just 18% of adult women feel they received a good education on managing money in school compared to around a quarter (24%) of men.

Craven Street Wealth completes acquisition of Punter Southall Aspire

The company says the integration will eventually allow clients and staff to access a wider range of specialisms

The rise of women’s wealth and influence in Asia

For 49% of Asian women, wealth really does equal health

Yet another UK firm heads for private hands after £400m-plus deal

The wealth management sector has also been through a wave of consolidation over the past 12 months as skittish investors pull cash from funds and money managers hunt for safety in scale.

The role of private assets in a changing investment landscape

This economic cycle is opening up new venues for value creation.

Former Pictet Agora co-founder launches L/S equity hedge fund

Vincent Ijaouane has launched Vigama Capital.

BCV is expanding its offering in Zurich – with support from UBS

The institute from French-speaking Switzerland now wants to expand further in German-speaking Switzerland.

UBS Advisor Team The Mahoney Group Named to Forbes Best-in-State Wealth Management Teams List

Together, the team helps clients design comprehensive wealth management plans that integrate financial goals ranging from estate planning, wealth transfer and philanthropic strategies to sustainable and socially-responsible investing.

Brooks Macdonald Group plc half-year results for the six months ended 31 December 2023

"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"

Mirova targets €200 million for its new social impact private equity strategy

The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.

Successful financial year for the Raiffeisen Group – market position further expanded

In particular, the group was able to significantly increase income from customer business. Business success increased by 354.5 million francs to 1.7 billion francs.

Pictet: Six Characteristics Driving Female Wealth Success

Women often excel in building strong and lasting relationships with clients

Wealth managers vs Vanguard LifeStrategy: How the returns really stack up

Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.

Singapore Has the Region’s Wealthiest One Percent Club

The money needed to make it can still vary enormously depending on what country or city you live in, even in an era where the gap between the rich and the poor is generally understood to be accelerating.

Woori Bank targets wealthy customers with planned branch expansion

New branches will open in Banpo-dong in Seocho, southern Seoul, and the northern part of Seoul.

VG’s Director of Private Wealth, Debbie Lumsden, Wins Silver Citywealth Women of the Year – Jersey Award

The awards spotlight individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.

Maerki Baumann unveils modern crypto brand

Maerki Baumann has launched a new brand for its cryptocurrency services.

Private Banks Divided on China GDP Target

This marks the end of a 30-year tradition that offers a rare glimpse into the thinking of China’s second-in-command, who is usually in charge of the economy.

Perigon Wealth Management Expands With Two New Firms

The acquisitions follow Constellation Wealth Capital becoming a minority investment partner in Perigon in January to enhance the firm’s strategic expansion.

Mercer buys $2.5bn UHNW RIA

The deal is the third — and by far the largest — of the year for Mercer.

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Wealth and Asset Management