Managers of Wealth

JTC To Acquire Citi Trust

The acquisition brings with it an experienced senior management team with over 150 years of collective trust experience, supported by a skilled global employee base.

Wealth manager City & Merchant goes into liquidation

The FCA said it imposed restrictions because it had “serious concerns” the firm was not capable of being “effectively supervised” by the authority.

Schroders appointed by Metfriendly to run £270 million investment portfolio

The mandate, which emphasises the strategic importance Schroders places on working with the UK’s mutual sector, will encompass both multi-asset and short-dated credit assets.

Personalised investment behind growth of Thai private wealth

This group of investors, categorised as High Net Worth Individuals (HNWIs), experienced a growth rate of 10.3% in 2023

Schroder Asian Total Return Investment Company plc - Half-Year Results

Technology holdings, especially those linked to artificial intelligence, were the largest contributors to performance and benefitted the technology heavy Taiwan market, where stocks rose strongly.

Hightower Makes Strategic Investment in Charles D. Hyman & Co.

$2.3 Billion RIA has been advising families on their wealth for 30 years

AIA's wealth plug sees traction five months after launch

The insurance industry is ramping up its wealth offerings, looking to differentiate from private banks, by offering universal life and whole life solutions for mass affluent and high net worth clients.

World’s Biggest Millionaire Boom Draws Wealth Managers to Taiwan

JPMorgan, AllianzGI and rivals are racing to get some of the cash generated by a surging tech sector.

Raiffeisen relies on internal expertise in the asset management of its Futura funds

The change in the management of the active Futura funds from Vontobel to Raiffeisen enables holistic, internal management of Raiffeisen investment solutions and products.

HSBC Private Banking Cheuk Wan Fan Expects Fed to Start Rate Cut Cycle in Sep

Central bank rate cuts will have a positive impact on bond, equity and asset valuations.

Rapid HNW expansion poses ‘significant’ advice opportunity

The growing HNW segment, who are increasingly demanding specialist advice, indicates a clear opportunity for advisers looking to service a greater number of wealthier clients.

Wealth management for athletes

As an athlete or sportsperson, you’ll face plenty of big wealth management decisions before the final whistle blows on your career.

The impact of geopolitics on the Swiss financial centre

The impact of geopolitical events on those qualities, and the way in which Switzerland positions itself internationally, are therefore of crucial importance.

Shanghai Police Investigate Hywin Wealth

The case thus far involves two suspects – surnamed Han and Wang – with the aim of the probe to recover losses and protect investors’ interest.

The UK investment gap: £430 billion in cash savings not invested by UK adults

Barclays believes that changes to regulation and improved consumer support are key to addressing the investment gap and enabling more UK savers to invest.

Investment operations remain core to wealth managers’ tech stacks

As a concept, it has gained a lot of traction in recent years with specialist fintechs springing up, each offering a best-of-breed niche solution.

ZEDRA confirms completion of acquisition of Blackstones in Poland

Blackstones’ service offering includes accounting & reporting, HR & payroll, company formation and corporate services.

The Proper Way to Ask a Private Banking Client for a Selfie

An updated Monetary Authority of Singapore circular from early 2022 shows a willingness to tread new, more hallowed grounds, but an unwritten fallback shines through the entire eight pages of electronically delineated nirvana.

Baloise generates growth in its attractive non-life business and reports an encouraging profit despite higher claims incurred

This increased the adverse impact from large claims and natural disaster claims on the Group’s EBIT by around CHF 30 million compared with the first half of the previous year.

Canaccord Genuity Group Inc. Announces Acquisition of Brooks Macdonald

The acquisition represents an important addition to the Company's international operations

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Wealth and Asset Management