Managers of Wealth

Valartis Group Half-Year Report 2024

The operating income increased by 16 per cent compared to the previous year

Bank of Singapore sees Middle East accounting for a fifth of assets over 3 to 5 years

"UAE and in particular Dubai have become key destinations for global millionaires post-COVID," Ranjit Khanna

Our partnership with the MAC: an update

A year into our partnership, we’re proud to have built a strong relationship based on mutual respect.

Zürcher Landbank Successful first half of 2024

All business areas contributed positively to ZLB's earnings growth

HSBC to double UK wealth business as banks target 'mass affluent'

The sector collectively holds around £4 trillion, half of Britain’s wealth market

SJP’s Joe Wiggins: Beware of the next ‘big idea’

Joe Wiggins warned two years ago that sustainability-led investing could suffer if returns dipped, but what comes next?

Santander to convert its office space in Miami into 41-story tower with combined office and retail space

Construction will have the highest international standards for sustainable construction and office and retail space to third-party tenants.

P1 Platform expands its range of services

P1 Platform enhances its offerings to expedite the creation of reports and client disclosures.

Next Gen: Kishan Raja, Hawksmoor Investment Management

Hawksmoor’s Kishan Raja reflects on his investment career so far, his best and worst investment decisions, and who he would invite to his fantasy dinner party.

JTC Highly Commended at the nudge Financial Wellbeing Impact Awards

JTC Employer Solutions prioritise enhancing financial literacy and wellbeing among their members.

KIBB takes wealth management to a new level

The platform integrates a broad spectrum of offerings into a seamless ecosystem, making it easier than ever for users of the platform to manage their finances.

Fairstone acquires two advice firms

The firms are Grayside Financial Services in Epsom and Swindon-based Executive Wealth Management.

Bank Zimmerberg Surpasses Milestone

The regional bank particularly excelled in its securities and investment business, with a half-year result of 1.7 million Swiss francs, 9 percent higher than the previous year.

MKD Wealth Unveils New Brand Identity and Website for Entrepreneurs and High-Net-Worth Families

The rebranding includes the launch of a new website, MKDWealth.com, designed to better communicate the firm's unique approach to wealth management.

Master at managing millionaires? HDFC Bank has a job for you

India’s rapidly growing economy is producing an increasing number of ultra-wealthy individuals, with those holding $30 million in assets expected to grow by 50% between 2023 and 2028, according to a Knight Frank wealth report.

Will Raiffeisen become the new CS in the corporate customer business?

Although the company still places great value on its corporate client business, the international asset management business is now the most profitable.

Revealed: The wealth management & private banking companies leading the way in ESG

The table below shows how GlobalData analysts scored the biggest companies in the wealth management & private banking industry on their ESG performance

Ocorian manager joins judging panel for Citywealth Future Leaders Awards

The awards, now in their tenth year, are open to all wealth management professionals under the age of 40.

Saffery Trust Director celebrates 40-year career at award-winning firm

Helen explained that being a woman in a male-dominated industry in the 1980s presented challenges.

How young athletes should handle new-found wealth

When sports stars are suddenly catapulted into international stardom, there’s rather a lot to think about

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Wealth and Asset Management