Managers of Wealth

Euromoney recognises Santander as Latin America’s Best Bank for Wealth Management and Financing

The firm has been named Best International Bank in Brazil, Portugal and UK and Best Bank in Uruguay.

Record number of leading individuals for Charles Russell Speechlys in Chambers High-Net-Worth 2024 19 July 2024

They were also amongst the top ranked firms for Family/Matrimonial: Ultra High Net Worth, Art and Cultural Property and High Net Worth Immigration.

A mid-year review with our CIO and Global Investment Strategist

They provide insights into the outlook for the remainder of 2024, highlighting the continued decline in inflation and ongoing economic growth.

Goldman Lampe Private Bank Honored with Prestigious Award at the Worldwide Finance Awards 2024

Goldman Lampe Private Bank, a leading name in global private banking, is proud to announce its recent recognition at the Worldwide Finance Awards 2024.

A new state of wealth

These big global changes are echoed among our customer base here in New Zealand, and when you add New Zealand’s record high net migration levels3 to this picture, our customer base has never been more diverse.

Best private equity and alternative asset advisers in 2024

Welcome to the Spear’s ranking for high-net-worth individuals

Redmayne Bentley Announces the Successful Completion of Blankstone Acquisition

This milestone sees the firm opening its doors to 1,700 clients, along with the creation of four new jobs and a new office in Liverpool city centre.

Foundation Wealth Partners announces expansion with new office

Private wealth services firm welcomes a new advisor from a major Canadian bank

StanChart Adds Over a Dozen Private Bankers in Hiring Spree

StanChart Strengthens DPM, Fixed Income in Singapore

Wealth Managers must improve ability to track future performance of asset classes, say clients

More than eight in ten say their company will invest further in new solutions with high quality estimates of key asset classes’ future performance over the next three years, study finds

Morgan Stanley Wealth Management Pulse Survey Reveals Mixed Sentiment Amid Hot Market and Cool Inflation

Though the majority believe cuts are on the horizon. 54% believe the Fed will cut rates in the second half of the year.

Deutsche Bank looks to Asia-Pacific wealth management business to drive core growth

The Frankfurt-headquartered bank generated the largest share of its revenue - 44 per cent - in its home market of Germany last year

BLKB achieves solid results in the first half of the year

The results of the first half of the year confirm that we have set the right course for the future with our investments.

UK and Ireland-based accountancy and wealth manager Sagars rebrands to AAB

Sagars merged with AAB in 2021, widening the breadth and depth of services they provide to businesses and individuals

Pollen Street Capital’s £432m acquisition of Mattioli Woods delayed by security act

Mattioli Woods agreed to be taken private by private equity firm Pollen Street in a deal in March.

GAM and SHK & Co Announce Strategic Alliance to Drive Growth and Enhance Distribution in Greater China

Together, both companies share a vision and entrepreneurial mindset to drive new business growth, private wealth solutions and active investing opportunities for a broad range of clients.

FCA's Crackdown on Wealth Management Non-Compliance with Consumer Duty: How to avoid this…!

FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.

Macfarlanes advises long standing client Ares Management on providing financing to Lovell Minnick on the merger between London & Capital and Waverton

The merger is expected to create an independent wealth and asset manager with assets under management over £19bn.

Bank of America rises, Morgan Stanley falls on Q2 earnings

The Morning Brief anchors Brad Smith and Seana Smith break down the latest earnings figures for these major banks and what it could mean for their stocks moving forward.

Belgium's Delen Private Bank to buy smaller rival Dierickx Leys

Financial details of the takeover were not disclosed, but Delen Private Bank - in which Belgian holding company Ackermans & Van Haren is a shareholder

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Wealth and Asset Management