Managers of Wealth

HSBC Reportedly Probes Digital Wealth Unit in China

The review was started after the appointment of global insurance CEO Ed Moncreiffe in April.

Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals

74% of wealth managers urge an increase in product specialists from asset managers

Latin America: The New Wealth Battleground

Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

Spear’s Top 100 most influential people features Mary-Anne Daly, CEO Wealth Management, Schroders

The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly.

RBC Wealth Management receives Financial Planning’s Innovator of the Year Award for technology advancements

The firm’s two awards were for client engagement for its AI-Powered Insights program and marketing for its Campaign Central marketing platform for financial advisors.

Vontobel co-CEO: 'I'm not overthrown by tough markets'

Vontobel was recently granted a Type 9 license in Hong Kong, and has hired a new intermediaries head for Asia.

The Demise of Credit Suisse Gives BNP Paribas Significant Tailwind

Over the past two years, assets under management (AUM) have grown by more than 25 percent, following a steady decline in previous years.

Nuveen launches global credit impact strategy

The portfolio aims to address issues such as affordable housing, community development, climate change and the regeneration of natural resources.

Tatton’s £15bn MPS range fights with Quilter at the top of the charts

Tatton is jostling with fellow MPS giant Quilter for assets. But how do its returns stack up against those of its largest rivals?

Gulf Bank honored with Best Next-Generation Offering award at the 2024 Private Banker International Global Wealth Awards in Singapore

Ahmad Al-Fuwaires: We have quality products and services designed to serve young affluent clients, tailored to their needs and lifestyles

BlackRock bets on British brickmaking

One of the main BlackRock funds that increased its stake in the FTSE 250 company, which has a market capitalisation of £725mn, is the Throgmorton Trust.

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List

The annual Forbes/SHOOK Top RIA list highlights the top 250 advisory firms that have a proven history in managing and preserving client wealth long-term.

Ermotti Succession at UBS: Mission Impossible for Sabine Keller-Busse

Against all odds, the team always pulls off the unthinkable, bringing the mission to a successful conclusion.

HSBC Plans to Expand Private Wealth Management Business in Canada

For HSBC, the Canadian private wealth management market represents a significant opportunity.

Envestnet accelerates product enhancements and builds out distribution capabilities

More than two-thirds of investable assets are now tied to HNW and UHNW investors.

Private banking: “We cannot talk about wealth management until we talk about wealth planning”, says Serge Fehr

On top of these skills, he has nearly 30 years’ experience in key positions in private banking in Switzerland.

Five UBS Financial Advisors in the Pacific Desert Market Recognized by Forbes as Top Next-Gen Advisors

Of the five, Phoenix based advisor Stockton Schultz also ranked 34th nationally on the Forbes America's Top Next-Gen Wealth Advisors list.

What the new rate-cutting cycle means for asset classes

Equities stand to benefit, as lower rates typically stimulate economic growth and consumer trends.

How Quilter’s £16bn WealthSelect MPS range beat its biggest rivals

Quilter is vying with Tatton for the title of the UK’s largest MPS provider – and the performance of its WealthSelect range shows why.

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Wealth and Asset Management