Managers of Wealth

Succession Wealth buys Plymouth-based IFA adding £165m in assets

UBS Plans Bigger China Onshore Wealth, Asset Management Business

UBS last year signed a memorandum of understanding to collaborate with Industrial & Commercial Bank of China Ltd. to serve its global and onshore clients

Why you should do estate planning before selling your business

Planning as early as possible how you want to use the wealth you have accumulated to your loved ones will give you more options.

Isle of Wight Santander closes for month-long refurbishment

The work is expected to take about a month and customers have been told to try mainland branches instead.

What will happen to private banking in 2024?

Three top Swiss private banking heads forecast the future of the industry.

Asia Wealth Managers Opening Offices in Dubai

Dubai’s financial ecosystem and business-friendly rules are attracting more foreign businesses.

The private banking association is now even more hoping for new members

Now the lobby organization has gained a new institute - and hopes that the trend will change.

LGT continues expansion in Germany with new office in Frankfurt

LGT has recruited a team of highly experienced local private banking experts to build the business in this new location.

Constructing ESG portfolios to achieve both performance and impact

But the nature of this fast-evolving discipline has changed dramatically.

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

UBS Charged by «Renewed Focus on Southeast Asia»

The conference is a two-day event based in Shanghai which will be attended by over 3,000 participants and over 50 expert speakers, including ex-US Treasury Secretary Larry Summers.

Arabian Dreams: UBS Bolsters Middle East Presence

The breadth of experience of these executives suggests UBS has opted for an aggressive expansion strategy into the region.

Financial advisory firms eye Singapore’s wealth

There could also be legacy issues where wealth is passed down to the next generation.

Wealth advisers predict global private equity bounceback driven by UHNW investors

After signs of a sluggish 2023 for PE funds and M&A activity globally, there are signs of optimism for 2024

How to design a UK wealth fund is baffling both Labour and the Tories

Attracting enough capital to boost Britain’s growth rate depends on overcoming the public-private language barrier

Which Swiss investments will perform best in 2024? Let's ask the experts

Investment chiefs at Blackrock, Swiss Life Asset Managers and Swiss Rock Asset Management weigh in on 2024.

Markets start 2024 in a risk-off mood

This was part of a broader risk-off move, with the small-cap Russell 2000 index experiencing its largest one-day fall since the March 2022 banking crisis.

Kinecta Federal Credit Union taps FusionIQ for digital wealth platform

FusionIQ One subsequently received the accolade of “highly commended” at FinTech Futures‘ 2023 Banking Tech Awards in the Best Digital Solution Provider – Financial and Investment Advice category.

Working with the next generation: the changing expectations of the private client community

Robert Moore, Director – UK at Jersey Finance, recently invited a group of London-based intermediaries to discuss and debate how they are working with the next generation and how private clients’ expectations are changing. Here he reflects on

For one wealth practice, reimagining the workspace has done wonders

Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team

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Wealth and Asset Management