Managers of Wealth

$76bn wealth manager pursuing take-private sale: Sources

AlTi Global, which has two Swiss offices, has retained JP Morgan to serve as its financial adviser.

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.

Commonwealth Private launches self-directed investment offering with J.P. Morgan

Private Wealth Advantage brings together deep local expertise from CBA’s Private Bank and global insights from J.P. Morgan Asset Management.

HSBC US Head of Wealth and Private Banking Racquel Oden Named to 2025 Forbes 50 Over 50 List of Visionary Women

Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams.

Global equity markets may face challenges over the summer months

Beyond near-term ideas in equity income, quality stocks, and structured strategies, we explore the potential long-term merits of a systematic strategy for phasing into markets.

Ex-Credit Suisse private bank exec launches Vaud advisory firm

Marc-Antoine Loude has launched Evolvys, following a stint as head of executives and entrepreneurs within French-speaking Switzerland at Credit Suisse.

Janney Named Official Wealth Management Partner of the Philadelphia Eagles

A Partnership Built on Shared Values of Excellence, Teamwork, and Results

Deutsche Bank chief approved controversial trade he was later asked to probe

Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.

HSBC Hong Kong desk head joins JP Morgan Private Bank

The 12 year HSBC veteran has moved over to the US bank in Hong Kong.

Wealth Enhancement Announces Acquisition of Manwaring Wealth Management, an Independent RIA with Over $164 Million in Client Assets

This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.

New guide to wealth terminology aims to ‘counteract some of the BS’ for investors

The Ultra High Net Worth Institute recently unveiled its “Wealthesaurus”— a list of over 80 terms commonly used and abused in the wealth management business.

Cayman’s professionals recognised in Citywealth Leaders List

The Citywealth Leaders List, which is curated through a peer-review process, client endorsements and editorial research, spans specialities including private wealth law, fiduciary services, tax advisory, private banking, accounting and philanthropy.

Nomura makes senior hires in wealth management expansion

Nomura’s International Wealth Management division has hired two executives to grow its Hong Kong and Singapore business.

LLB Austria and LLB Bank AG merge

The goal is to combine forces under a strong brand and sustainably strengthen the LLB Group's position in the Austrian market.

Noah Holdings and ARK Wealth Hosts Inaugural Global Chinese Wealth Management and Inheritance Summit in Singapore

Shaping Resilient and Innovative Allocation Strategies for the Future

French PE firm Ardian bolsters Asia wealth push with expansion plans

To grow its $30bn of managed assets in Asia, Ardian is targeting wealthy clients through the StanChart tie-up and evergreen funds.

Nucleus appoints Andrew Ring as Chief Financial Officer

He replaces Alan McDonald who’s been interim CFO at Nucleus since the end of last year and will remain in role until Andrew starts.

Dubai’s Hoxton Wealth completes Infinity Financial Solutions acquisition, company’s assets under management hits AED12bln

The acquisition is Hoxton Wealth's first in Asia and its largest to date, presenting a major landmark in Hoxton’s growing international footprint

Asia Rising: Hoxton Wealth buys Infinity Financial Solutions

The deal will add $300 million (£225 million) in assets under management to our rapidly growing portfolio and take our total AUM to $3.3 billon (£2.5 million).

Investec Switzerland buys African expat private bank business

Investec announced in 2023 that it would look to accelerate the growth and capabilities offered by Investec Bank Switzerland.

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Wealth and Asset Management