Managers of Wealth

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.

Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s

With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights and coordination across all their investment accounts.

COP29: will AI be mentioned in the final text?

First, the impact of AI on potential climate solutions is now more concrete than ever.

The Miracle of Lugano

Over the past three years, the region has proven to be a solid base for the development of financial activities of all kinds, not least under the committed patronage of the city of Lugano.

Succession Wealth acquires £1.1bn AUA True Wealth Group

The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024

Wealth managers are positive about 2025 despite crises and capital market risks

Regulatory risks are considered far more worrying than the ongoing interest rate policy of central banks.

Digital Banking Provider CaixaBank Introduces New Portfolio Construction Service in Spain

This service will be available to all private banking clients, including Independent Advisory and Wealth clients, who asked for it.

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Wealth and Asset Management