Managers of Wealth

NatWest share sale abandoned as election campaign derails plans

But the Treasury has confirmed the sale of NatWest shares will now not go ahead because of election plans.

Bank platform struggles hamper wealth continuum ambitions

Obstacles such as siloed operations and legacy systems stand in the way of creating the right platform for banks to serve clients across its wealth continuum.

HSBC Pursues Synergies in Wealth Management & Family Office Business Amid Strong Profit Growth in Asia

HSBC is committed to supporting its affluent clients with investment management, succession planning, and philanthropic initiatives.

4M24: Net profit exceeds CHF 110 million; annualised NNA growth rate of 7.6%, corresponding to CHF 3.6 billion NNA

Return to more normalised hiring momentum during the reporting period with a total of 26 new CROs

UBS: Sergio Ermotti’s Successor to Come From Within the Company

UBS may announce the names of the three potential successors, or possibly even female successors, at the general meeting next year, as further information suggested.

This Banker Built Herself A $300 Million Fortune At JPMorgan Chase

This potential successor to Jamie Dimon is the lone woman banker on Forbes’ list of most successful self-made women.

Neil Woodford: UK equities poised to rally after 20 years of underperformance

In his first interview for three years, the former star fund manager laid out reasons to be bullish on UK-listed companies and the wider economy

Scotiabank Earnings Top Estimates on Capital Markets, Wealth

Hong Kong’s BMP Wealth gets ‘significant’ investment for acquisitions from UK asset manager

The investment will be used to acquire adviser firms whose owners are looking to retire or leave the industry in next few years

Bringing the five pillars of wealth management together

InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises

Partners Group Selects Northern Trust to Provide Asset Servicing Solutions for its Private Equity ELTIF Evergreen Fund

The new ELTIF 2.0 regime is intended to facilitate European investment into private market assets via semi-liquid funds and related strategies, including by individuals not considered to be professional investors.

Citywealth Top 75 Trustees List highlights outstanding Crown Dependencies trustees

All entries are nominated for inclusion by their peers within the industry and are independently verified.

Quintet celebrates 75 years in Luxembourg!

By the early 1970s, Kredietbank had become one of the leading eurobond issuers and had broken ground on its new 12-story headquarters on Boulevard Royal.

Schroder Oriental Income Fund Limited Half Year Results

The Company is classed in the AIC's next generation of dividend heroes.

IQ-EQ looks to expand into Japan and Australia

The compliance and investor services group has noted increased client interest in reflating Japan and is also keen to tap into the large Australian fund and wealth markets.

Growing Middle Class Boosts Wealth Management Potential in Vietnam

In Vietnam, wealth management service providers include commercial banks, securities companies, insurance firms, and FinTechs, with banks leading the sector due to their established networks and diverse product offerings.

CFS Edge reaches A$1 billion milestone in just 200 days

In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that meets the changing needs of today’s advice businesses and their clients.

New platform launches for high-net-worth families

HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional advisers face as part of the country's $3.5 trillion intergenerational wealth transfer

Hargreaves Lansdown Offer Brings UK Wealth-Manager M&A in Focus

The offer is still less than half of Hargreaves Lansdown’s share price five years ago.

Australian-owned wealthtech HeirWealth launches

The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women.

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Wealth and Asset Management