Managers of Wealth

Morgan Stanley’s wealth business stumbles even as profits jump

Bank reports 40% rise in quarterly profits but wealth unit struggles to attract assets with interest rates higher

What factors are driving the rebound in global wealth?

The proportion of people in the world in the lowest wealth bracket has shrunk since 2008, while the proportion of people in every other wealth bracket has grown.

Hong Kong’s Private Banking Rebound in Numbers

Hong Kong’s private banking industry is experiencing renewed optimism after several difficult years that included political uncertainty, strict health-related restrictions and poor market performance.

OCBC expands wealth management, corporate banking in Macau to tap Greater Bay Area clients

OCBC sees wealth management as it key growth engine in Macau and would like to serve corporate clients expanding in the gaming hub, bank’s local head says

Architects of Wealth: Lemuel Lee on how BNP Paribas Stays Ahead in Asian Private Banking

BNP Paribas Wealth Management Asia had an of USD80 billion as of end 2023, making its private bank business in the region a significant part of the global banking giant’s portfolio.

UBS Suffers Setback in Greensill Scandal

They also complain that they have been denied access to important documents.

Traditional wealth management evolves with new markets, younger clients and modern tech

A dynamic and innovative environment for financial services makes the UAE a magnet for traditional wealth management, as well as modern financial tech

Arete Wealth announces expansion of clearing and custody services with BNY Pershing

Leading independent broker-dealer & RIA with over $6B in assets under management expands and enhances its wealth management platform

Sustainability: an increasingly important consideration for wealth management

Sustainable finance regulation is on the rise.

BlackRock assets reach new high of $10.6tn

The world’s largest asset manager gathered almost $140bn of new money during the first half of 2024.

Objectway scores a hat-trick in Private Banking and Investment Management from IBS Intelligence

Objectway maintains its leading Objectway maintains its leading position in the IBS Intelligence Sales League Tablein the IBS Intelligence Sales League Table, showcasing the company’s consistent performance and crucial role in helping financial inst

The democratisation of wealth management in Africa

Africa is home to a new generation of tech-savvy, affluent and HNWI clients. First Bank of Nigeria Limited is taking a growth path to attract sophisticated investors seeking a deeper, more demanding relationship

Modern Wealth Management Acquires C&J Wealth Advisors, Surpasses $4 Billion in AUM

Firm successfully completes its ninth acquisition in the last 14 months to establish its presence in the South and to exceed $4 billion in AUM

Schroder British Opportunities Trust Full Year Results

This follows an increase in the previous year of 3.1% and 12.3% since inception.

Ken Anderson, Morgan Stanley Wealth Management

Financial Advisor and First Vice President, Morgan Stanley Wealth Management

Designated private banking boss will not join LLB

Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.

BCJ Half-year results 2024

These figures reflect the good progress of BCJ's business and suggest a very good financial year for 2024.

Partners Group reports solid AuM development in H1 and reconfirms full-year fundraising guidance

Partners Group reconfirms its full-year 2024 guidance for total fundraising of USD 20 to 25 billion.

GAM Strengthens Client Investment Platform with MANCO Transfer to Apex Group

Apex Group is a leading global provider of financial services with over 13,000 employees globally.

LGT Quarterly report

Q2 2024 market review

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Wealth and Asset Management