Managers of Wealth

Hoxton Wealth secures over £1M in tax refunds for clients

Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.

Swiss Banking Between Confidence and Self-Reassurance

Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.

UBS Global Family Office Report 2025 published: All eyes on the global trade war

The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.

Challenges to Asian family transfers leave $5.8tn at stake

Families are increasingly drawing on external expertise to manage succession more effectively, agrees Cherry Ng, head of wealth planning Asia at BNP Paribas Wealth Management in Hong Kong.

HSBC reportedly cuts analyst positions in restructuring effort

This decision also involves the termination of Steven Major, the global head of fixed income research.

RBC’s profit jumps on HSBC deal, wealth management boost

The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.

JTC Group in Guernsey Named Best Fund Administrator in Global Awards

The JTC Group has had an office in on the Island since 2011

Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham

He joins the firm from Merrill Lynch.

Honoring Excellence: John Cultra's Induction Into Barron's Advisor Hall of Fame

This honor recognizes John’s exceptional career, his consistent presence in Barron’s Top 100 Advisors for over a decade, and his commitment to delivering unparalleled service to clients.

SIX Recognized at Global Custodian Awards 2025

SIX has been strengthening its European custody operations

Asset Management: Lombard Odier Hires Industry Veteran

«We are delighted to welcome Stéphane to Lombard Odier IM,» said Ducat.

Nomura Asset Management Celebrates Major Wins at the EPF External Fund Managers Awards 2024 with Five Prestigious Honors

Nomura Asset Management Malaysia and Nomura Islamic Asset Management remain committed to pushing the boundaries of performance, resilience, and innovation in asset management, striving not just to meet expectations, but also to exceed them.

Wealth manager highlights opportune chance to invest

The joint venture harnesses the strengths of both partners to offer world-class private banking services, bringing global wealth management excellence to the Thai market.

Zurich wealth firm takes over fund boutique

Point Capital Group is joining forces with Labha Investment Advisors in a deal which includes the latter's multi-asset fund.

Saffery Trust finalist in Private Client Awards

Nominated in the Private Client Trust Company category, the firm has already won this award twice before.

Solveo Energies accelerates its energy transition development with a fundraising round of nearly €100 million led by Mirova

This is what enables us to roll out our projects in an agile and responsible manner, in line with local needs today.

NatWest Gets Ready for Life After UK Government Ownership Seventeen years after its bailout, the British bank is preparing for a new era

Seventeen years after its bailout, the British bank is preparing for a new era

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Wealth and Asset Management