Managers of Wealth

Canaccord Genuity Group Inc. reports first quarter fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.13 (1) First quarter dividend of $0.085 per common share

HSBC Adds UK Office Space in Canary Wharf

According to a separate memo, the British lender said that it will move staff into the new office from early 2027

Wrise SG boss Teng seeking M&A targets amid recent activity

The external asset manager reported a strong double-digit jump in revenue over the last 12 months, benefiting from the group's increasingly diverse business mix.

Julius Baer hosts sixth edition of next-gen event in Singapore

The Young Partners Asia programme featured entrepreneurs from Chiu Teng Group, FNA Group International and Far East Flora Market.

Former Julius Baer veteran resurfaces at LGT Dubai

The banker is well known in the NRI circuit, where she has worked in several places including BNP Paribas.

Revenues and profits grow at private equity-backed wealth management group

The company provides advice and services to the mass affluent and high-net-worth private client market in the UK, as well as to a number of companies.

Rathbones James Kyle: A copy of WM 2017 magazine sits in my drawer

Citywire Wealth Manager headed to Newcastle and heard how an old issue of our magazine is providing inspiration for new Rathbones regional director James Kyle.

Hong Kong Private Banks See 14% Growth, Hire 400 More Wealth Managers

Strong demand for wealth services drives expansion in assets, hiring, and office space, says HKMA chief

Banque Havilland Monaco rebrands as Moncrief Private Bank after acquisition

The deal, approved by regulators in Monaco and France, brings new leadership but promises no disruption to client services.

Bill and Melinda French Gates and Warren Buffett’s Giving Pledge after 15 years: Only 9 of the 256 billionaires actually followed through on giving away half their wealth

The pledge is a public, moral commitment rather than a legally binding contract; participants sign an open letter explaining their reasons for giving and can choose which causes and charities to support.

Leonteq in Asia: Reshaping Structured Solutions for the Wealth Management Elite

As the firm unveils its newest collaboration with OCBC and looks ahead to 2026, Asian private banks, EAMs, and MFOs are taking note.

Deutsche Bank PB’s June Wong on perfecting the art of lending in Asia

The German private bank has joined a growing cohort that offer art lending for increasingly sophisticated collectors in the region.

Julius Baer: Sustainable Finance, Net Zero & Clean Energy

Beyond its role in managing hundreds of billions in assets, Julius Baer has also set an ambitious climate agenda, anchored in sustainability, energy transition and net zero goals.

Evelyn Partners' Index MPS Range Celebrates Three-Year Anniversary with Strong Performance

The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits of active asset allocation with index-tracking funds to help cost-conscious investors navigate the markets

Carlyle CEO: Wealth is 'in our power zone'

Carlyle CEO Harvey Schwartz says he's been spending a lot of time with advisors to understand what they need so the firm can build the right solutions for them.

Ex-Credit Suisse yacht finance head launches new firm

Michel Buffat's new company, JetOcean Advisors, is based in canton Aargau.

Partners Group Welcomes White House Executive Order Advocating for Inclusion of Private Markets Investments in Defined Contribution Pension Funds

Retirement industry research has shown the potential positive impact of private markets exposure on a DC plan participant's retirement income.

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Wealth and Asset Management