Managers of Wealth

Wealth Management Firms in Asia Embrace AI to Serve the Region’s Ultra-Wealthy

Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.

Scalability in UK Wealth Management: Turning Challenges into Opportunities

The conversation started with a clear consensus: the industry is grappling with scalability. As costs climb and revenues plateau, firms are compelled to enhance their scalability, both in the short and long term.

Indosuez Wealth Management announces the launch of the Indosuez Funds - Impact* fund

Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices.

Advisory teams may have advantages in wealth transfer

Canaccord Genuity CEO & Head of Private Client Group explain why advisory teams can win as clients trim their service providers

GBST and Wipro announce strategic partnership to transform superannuation and wealth administration services

This collaboration addresses a critical need within the industry, where organisations often face challenges in managing legacy IT systems and multiple service providers simultaneously.

French wealth management startup Ramify raises €11m

The firm's team of quantitative finance researchers, developers, and financial experts promises to offer seamlessly integrated finance, technology, and human expertise to deliver a premium client experience.

Canoe Intelligence collaborates with QPLIX

QPLIX, the European wealth management platform, and Canoe Intelligence are establishing an alliance.

Private Bank Mirabaud Seeks Swiss Disruptors

Under these premises, its’ no wonder that under these premises, wealthy individuals are increasingly approaching their banks to invest in such companies.

Norwegian Asset Manager Expands Presence in Switzerland

DNB Asset Management continues its growth trajectory, especially in Switzerland.

Tatton Asset Management sets new £30bn AUM target following revenue surge

The firm’s group revenue for 2023/24 increased by 13.9%

SIX Launches New Global Equity Indices

The new indices come in response to the growing appetite from financial institutions to gain a clearer view of the stocks and markets in which their clients’ money is invested, as well as their performance.

ABN AMRO moving quickly to meet its clients’ demands

ABN AMRO is actively adapting its products and offerings to meet the evolving needs of its customers through a dual approach.

Largest Norwegian bank debuts first Swiss private banking office

DNB’s representative office will be led by Per Haakon Utnegaard and Sofia Seckinger.

China to see biggest millionaire exodus in 2024 as many head to U.S.

'Perfect storm' of tensions and uncertainty spurs record global wealth shift, report shows

JTC Introduces Enhanced Oursourced Financial and Regulatory Reporting Services

The launch of JTC’s Outsourced Financial and Regulatory Reporting Services brings together knowledge from across the JTC Group

How to choose a wealth manager

A wealth manager can help you avoid this fate, but entrusting your financial future to someone else is a big decision.

Chinese investors' rush for offshore assets spurs Hong Kong wealth inflows

Those factors had pushed clients and wealth managers to foray into or expand in rival Singapore.

Nordic group invests in UK wealth manager in expansion push

Fidelius, with offices in Bath, Cheltenham, Chelmsford, London and Mansfield in the UK, offers a suite of advisory services, including wealth management and employee benefit mortgages, as well as specialist advice to returning expats.

Sanlam Collective Investments moves to global wealth platform

The management company says transferring multiple legacy systems to FNZ will vastly improve adviser efficiency and reduce operational risk.

UBP's Strategic Vision of Pure-Play Private Banking in Southeast Asia

The deal, which included Coutts' business in Asia, significantly boosted UBP's presence and capabilities.

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Wealth and Asset Management