Managers of Wealth

Study reveals insights into the retirement plans of IFAs and financial planners

On average, the research found they will retire when they turn 52 years old although as many as one third (35%) intend to retire before they turn 50.

Indosuez Wealth Management launches first Article 9 bond fund

The fund comprises around 60 securities across various sectors and regions

Hawksford wins trust company category at 2024 eprivateclient Excellence Awards

Now in their fourth year, the eprivateclient Excellence Awards are designed to recognise outstanding achievements across the UK and offshore private client landscape

Maybank Singapore to lead regional wealth management business with value

During a wide-ranging interview, he emphasised the increasing demand for wealth management services in the region due to rising affluence and globalisation.

BNP Paribas WM remains overweight global equities

A soft landing for the US economy will support asset prices despite a pause on interest rate cuts, according to the firm’s Asia CIO.

Asset Manager: First three places in environmental study remain empty

Greenpeace Switzerland , which commissioned the study, is calling on asset managers to adopt stricter stewardship practices.

Wealth Management Firms in Asia Embrace AI to Serve the Region’s Ultra-Wealthy

Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.

Scalability in UK Wealth Management: Turning Challenges into Opportunities

The conversation started with a clear consensus: the industry is grappling with scalability. As costs climb and revenues plateau, firms are compelled to enhance their scalability, both in the short and long term.

Indosuez Wealth Management announces the launch of the Indosuez Funds - Impact* fund

Indosuez Funds - Impact is a solution offered to equity investors looking for meaningful routes and keen to include ESG issues in their choices.

Advisory teams may have advantages in wealth transfer

Canaccord Genuity CEO & Head of Private Client Group explain why advisory teams can win as clients trim their service providers

GBST and Wipro announce strategic partnership to transform superannuation and wealth administration services

This collaboration addresses a critical need within the industry, where organisations often face challenges in managing legacy IT systems and multiple service providers simultaneously.

French wealth management startup Ramify raises €11m

The firm's team of quantitative finance researchers, developers, and financial experts promises to offer seamlessly integrated finance, technology, and human expertise to deliver a premium client experience.

Canoe Intelligence collaborates with QPLIX

QPLIX, the European wealth management platform, and Canoe Intelligence are establishing an alliance.

Private Bank Mirabaud Seeks Swiss Disruptors

Under these premises, its’ no wonder that under these premises, wealthy individuals are increasingly approaching their banks to invest in such companies.

Norwegian Asset Manager Expands Presence in Switzerland

DNB Asset Management continues its growth trajectory, especially in Switzerland.

Tatton Asset Management sets new £30bn AUM target following revenue surge

The firm’s group revenue for 2023/24 increased by 13.9%

SIX Launches New Global Equity Indices

The new indices come in response to the growing appetite from financial institutions to gain a clearer view of the stocks and markets in which their clients’ money is invested, as well as their performance.

ABN AMRO moving quickly to meet its clients’ demands

ABN AMRO is actively adapting its products and offerings to meet the evolving needs of its customers through a dual approach.

Largest Norwegian bank debuts first Swiss private banking office

DNB’s representative office will be led by Per Haakon Utnegaard and Sofia Seckinger.

China to see biggest millionaire exodus in 2024 as many head to U.S.

'Perfect storm' of tensions and uncertainty spurs record global wealth shift, report shows

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Wealth and Asset Management