Managers of Wealth

Colombo Wealth celebrated with many celebrities

In mid-October, the Finma-regulated Swiss asset manager Colombo Wealth celebrated its 50th anniversary in Lugano with over 100 invited guests.

Eric Finnell joins GAM in Sydney to lead and strengthen distribution across Australia and New Zealand

Eric brings over 18 years of experience in financial services, having previously overseen institutional marketing and client servicing at Bennelong and Fisher.

7IM acquires ASHL’s Rockhold Asset Management to expand its investment proposition

The latest acquisition will take its assets under management to c£27 billion.

UBS Asset Management launches its first tokenized investment fund

UBS Asset Management’s global distributed ledger technology strategy is focused on leveraging public and private blockchains networks

Standard Chartered has completed first HKD-denominated blockchain test settlement with Ant International’s Whale platform

This is the first time Standard Chartered has conducted HKD blockchain transactions with Ant International

Canaccord reports 56% jump in wealthy individuals looking for financial planning outside UK mainland

Canaccord reports a 56% increase in people specifically searching for its services in Guernsey, the Isle of Man, and Jersey.

B. Riley to sell part of wealth management business to Stifel

The bank has been navigating heightened turmoil since August, when it warned that its exposure to Franchise could result in a writedown and losses for the second quarter ended June 30.

Forex settlement ceiling raised as Taiwan aims to be wealth management hub

The bank said individuals wanting to exchange more than the maximum can apply to the central bank, meaning that despite the ceiling, funds can flow freely to and from Taiwan.

Sequoia Financial Group buys Charleston-based Family Asset Management

Family Asset Management, located in Charleston, is acquired by Sequoia Financial Group.

Schroders appointed by Cirencester Friendly to run £75 million portfolio

This appointment has reinforced Schroders’ credentials as an insurance asset management leader in the financial mutuals sector.

QNB bags Global Finance magazine's Best Private Bank in the Middle East and Qatar 2025 awards

This accolade highlights QNB’s unmatched expertise in delivering superior wealth management solutions and personalised services to its elite clientele, in Qatar and the region.

Biggest Challenge Still Awaits Ermotti & Co

Net profit climbed to $1.4 billion in the third quarter, and client momentum remains strong, as reflected in Global Wealth Management's net new asset inflows of $25 billion.

Gold gains push SNB to further profits

Switzerland’s central bank has now recorded a CHF 62.5bn profit for the first nine months of the year.

Santander Private Banking launches a new chess-based campaign alongside Carlos Sainz

Under the motto “Every move counts”, SPB wants to emphasize the importance of effective time and risk management in every decision, a key skill in both Formula 1 and wealth management.

Allfunds Launches New Fund Registration and Regulatory Reporting Services for Asset Managers

These services are tailored to meet the evolving needs of asset managers, offering comprehensive solutions for expanding market access and ensuring regulatory compliance.

BNP Paribas Group: Results as of 30 September 2024

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2024.

BlackRock sets up private markets fund platform for wealth market

BlackRock Private Markets is registered in Luxembourg and has three sub-funds.

Why private bankers are heading towards the UAE

Growing affluent clientele in the UAE and beyond offers lucrative opportunities for banks

‘We didn’t end up in no man’s land!’: Six wealth manager Budget reactions

Six top wealth managers give their thoughts on Labour’s first fiscal statement.

Imperium recognised in eprivateclient Top Trust Company listings

David Gilmour, Imperium Group Managing Director said: “We are delighted to have once again been recognised."

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Wealth and Asset Management