Managers of Wealth

Citi Private Bank Launches Philanthropy Advisory Solutions in Asia

New philanthropy advisory solutions with two charity partners support rising client demand for philanthropy services

Advyzon powers Indivisible Partners wealth platform

Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options.

Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40

They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms.

Evelyn Partners to host Personal Injury and Court of Protection Masterclass for Legal Practitioners

The full-day event, which runs from 9am to 5pm will include two networking sessions with attendees also able to request certificates of attendance after the event.

FirstBank targets high-net-worth individuals with new private banking service

This move comes as Ghana’s economy continues to recover from recent debt challenges, with a growing class of wealthy individuals seeking sophisticated financial services.

Biggest Polish Bank PKO Is Hiring to Boost Wealth Management Arm

The lender estimates its 50,000 private-banking clients have 120 billion zloty ($31 billion) in assets.

Private markets: Sarasin’s Alastair Baker highlights attractions of such alternative thinking for wealth managers

Private markets cover a wide range of investments such as private equity, private debt and venture capital, and have a long history.

Quilter welcomes Forseti Wealth Partners to its advice network

Founded by experienced advisers James Harvey and Archie Wilson, the London-based firm specialises in wealth management and tax-efficient planning.

Silverleaf Wealth Management raises $30 million

The firm remains founder-owned and has maintained stable growth over its 15-year history, supported by a strong asset base and cash flow profile.

M&G plc full year 2024 results

We are now moving into a new phase for the Group, where we will deliver sustainable and diversified growth across Asset Management and Life.

Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List

Among those recognized, UBS advisors Greg Cash and Mitchell Wickham of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.

HSBC and UBS expand India wealth management arms after IPO boom

Banks to offer bespoke services and cater to households outside big cities as record listings create new millionaires

Julius Baer pays interim CEO $6.6 million in 2024

In 2023, Dreckmann’s predecessor, Philipp Rickenbacher, received compensation of 1.7 million Swiss francs in the wake of hefty losses the Swiss bank reported from its exposure to collapsed property group Signa.

Bonuses restored to forgiven Julius Bär managers

Bonuses increased again in the 2024 financial year, as did the total compensation of top managers and the board of directors.

Julius Baer to enter Italian onshore market

Julius Baer is expanding its presence in Europe by setting up a dedicated branch in Italy.

LGT sees 16 % increase in AuM while further investing in growth and digitalisation

LGT continued to invest in the further expansion of its international presence and technology platforms, making significant progress in both areas.

Close Brothers Shares Plummet as Margins Come Under Pressure

That’s slightly below the 7.1% it had in the six months ending Jan. 31 and it’s also less than the 7.2% analysts were expecting.

Phoenix to launch retirement advice service

The pension provider indicates that it will seek to enter the advice market as it looks to ‘leverage the opportunities that the retail market presents’.

Switzerland needs a major international bank

To prevent this from happening again in the future, the Swiss Bank Employees Association is calling for a new penal code for top managers who steer a bank into ruin.

Corporate loans: How Raiffeisen benefits from the CS exit

The cooperative bank doesn't want to establish its own credit research department – but is keeping a back door open.

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Wealth and Asset Management