Managers of Wealth

Baloise refocusing strategy being implemented – cash generation of over CHF 550 million expected

The sale of the portfolio of the digital insurer FRIDAY, announced at the end of October, was a further step in the new strategic direction.

HSBC Revamps Premier Wealth Banking Strategy

New London wealth center to attract affluent clientele with exclusive services and events

ZKB completes final close of carbon solutions private equity fund

The Swisscanto Fund Private Equity World Carbon Solutions, which has a volume of around CHF 130m, has already made seven investments.

Fieldpoint Private Bank plans to move HQ to new Greenwich location

The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.

OakNorth completes loan to Warwickshire-based IFA firm, Beaufort Wealth Management, to support a management buyout

It advises clients on investments, non-investments, and business advice, including employee benefits, pensions, keyman insurance, partnership and shareholder protection, investments, tax, and succession planning.

Zurich fund distributor buys asset management consultancy

Acolin said the purchase will improve its ability to enter new markets and offer a broader range of services.

Van Lanschot Kempen introduces third European private equity fund

Fund gives private banking clients access to small and medium-sized companies

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience.

StoneX Wealth Management Expands Northeast Presence with Acquisition of Trust Advisory Group, Ltd.

This strategic acquisition reinforces StoneX Wealth Management’s commitment to high-quality financial solutions and enhances its service reach into the Northeast.

Rothschild & Co continues Middle East expansion with new Wealth Management office in Dubai

The new Dubai office, located in Dubai International Finance Centre (DIFC) and already fully operational, is headed by Sascha Benz, a senior banker who has relocated from Rothschild & Co in Switzerland.

Asset and wealth management revolution 2024

Unleashing the transformative power of disruptive technology

Luzerner Kantonalbank: Will the canton reduce the share to a minimum?

The share price of the Luzerner Kantonalbank (LUKB) has recently become a political issue.

Morgan Stanley Courts Employees of Near-IPO Companies for Wealth Management

Last week, the bank signed an agreement with Carta, a shareholder management company for startups backed by private equity and venture capital firms.

Mattioli Woods: Profit slashed at wealth manager as it quit London

Mattioli Woods described its latest financial period as a “momentous year of change” for the group ahead of it officially being taken private on 3 September, 2024.

HSBC expands Global Private Banking in Kuwait

HSBC Global Private Banking advises on a broad range of tailored solutions in Kuwait in line with international investment norms through a personal, bespoke services

“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth

Tariq Khan, Objectway’s Client Development Director, shares his view on how today’s wealth managers need to rethink their operating models.

Endowus launches first major Hong Kong campaign showcasing conflict-free wealth management

This marks Endowus’ first large-scale advertising campaign in Central, Hong Kong.

Swissquote Singapore: Pioneering Digital Wealth Management in Asia

Asia, and particularly Singapore, is at the heart of this transformation.

MPA Confirmed as One of The UK’s Best Wealth Management Companies.

This is the 11th year that MPA has been included in the Top 100, which we believe is testament to the consistency of our approach, the professionalism of our team and the outcomes we deliver for our clients.

The 60-year strategy: how long-term wealth planning can empower

A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow in the future.

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Wealth and Asset Management