Managers of Wealth

Close Bros’ wealth arm in fresh talks over £200m sale

Private equity house Oaktree Capital Management is rumoured to be in talks to buy Close Brothers Asset Management.

Glen Smith, CEO and CIO of GDS Wealth Management, Celebrates 20 Years in the Financial Services Industry

The last twenty years of Glen's career have been marked by tremendous blessings.

CHF 610m fundraise propels Swiss Life property fund to top table

With a market cap of around CHF 2.5bn, the strategy is now one of the five largest listed real estate funds in Switzerland.

Vontobel merges German AM subsidiary with sister company

Company hopes integration will enable it to pool its strengths and become more efficient.

Wealth managers grapple with long client onboarding times, study shows

The experience of wealth management professionals varies between the UK and the other markets included in the survey.

PIMFA sets out 5-year agenda for government to create a UK Culture of Thriving Financial Health

PIMFA believes that this can be done primarily by equipping retail investors with the tools and incentives necessary to save and invest for their financial futures.

Wealth Management Boosts Profits at Zuger Cantonal Bank

The Zuger Cantonal Bank increased its operating income by 1.7 percent to 154.2 million Swiss francs in the first half of the year

Annalise Toberman: Wealth management’s disputed territory

This is no longer a cottage industry of stockbroking firms serving those of privileged means

SEB’s results for the second quarter 2024

While the interest rate cuts during the quarter resulted in a decrease in net interest income, we saw improved momentum in other parts of our business.

Goldman Sachs’ Wealth Management Revenue Up 8% in Q2

The bank's Asset & Wealth Management segment is becoming a bigger contributor to the firm’s overall growth.

Morgan Stanley’s wealth business stumbles even as profits jump

Bank reports 40% rise in quarterly profits but wealth unit struggles to attract assets with interest rates higher

What factors are driving the rebound in global wealth?

The proportion of people in the world in the lowest wealth bracket has shrunk since 2008, while the proportion of people in every other wealth bracket has grown.

Hong Kong’s Private Banking Rebound in Numbers

Hong Kong’s private banking industry is experiencing renewed optimism after several difficult years that included political uncertainty, strict health-related restrictions and poor market performance.

OCBC expands wealth management, corporate banking in Macau to tap Greater Bay Area clients

OCBC sees wealth management as it key growth engine in Macau and would like to serve corporate clients expanding in the gaming hub, bank’s local head says

Architects of Wealth: Lemuel Lee on how BNP Paribas Stays Ahead in Asian Private Banking

BNP Paribas Wealth Management Asia had an of USD80 billion as of end 2023, making its private bank business in the region a significant part of the global banking giant’s portfolio.

UBS Suffers Setback in Greensill Scandal

They also complain that they have been denied access to important documents.

Traditional wealth management evolves with new markets, younger clients and modern tech

A dynamic and innovative environment for financial services makes the UAE a magnet for traditional wealth management, as well as modern financial tech

Arete Wealth announces expansion of clearing and custody services with BNY Pershing

Leading independent broker-dealer & RIA with over $6B in assets under management expands and enhances its wealth management platform

Sustainability: an increasingly important consideration for wealth management

Sustainable finance regulation is on the rise.

BlackRock assets reach new high of $10.6tn

The world’s largest asset manager gathered almost $140bn of new money during the first half of 2024.

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Wealth and Asset Management