Managers of Wealth

Wealthspire Advisors Launches Art InSpired

As part of the expansion of its Family Office Services, new initiative elevates awareness of the arts & collectibles and promotes financial literacy around art investing

Another win for QCFP’s Nadia Johnstone-Smith

This time at the Professional Adviser Women in Financial Advice Awards.

Future-Proofing Wealth Management: How WMaaS and Next-Gen Technologies are Redefining the Client Experience

They must transform their digital offerings to succeed, providing seamless, accessible, customized services beyond investment advice.

ZHAW Study: Switzerland's Best Private Bank in 2024

The financial industry is almost obsessed with measuring itself in rankings.

Salary cap for the CEO of Urner Kantonalbank

The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.

HSBC Global Private Banking finds the UK entices global business owners

The UK continues to rank among the most alluring places in the world for international businesspeople.

Carlyle-Backed Apex Teams Up With AI Firm for World’s Ultra-Rich

Machine learning increasingly gaining in private-wealth sector

Winners from Crown Dependencies announced for Citywealth Future Leaders Awards 2024

They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.

Insignia Financial unveils strategy to lead wealth management industry

Under the FY26-FY30 strategy being presented to investors today, Insignia Financial’s breadth and reach will be harnessed to maximise the benefits of scale and drive efficiency

Forbes Names Stedmark Partners a Top Wealth Management Team

Receives prestigious recognition for third consecutive year.

Schroders Capital’s new Sustainability and Impact report demonstrates tangible positive change delivered by private markets business

The report spotlights the work Schroders Capital’s teams have been doing through detailed case studies for each asset class.

Congratulations to Our Forbes 2024 America’s Top Wealth Management Teams

This marks the second year that both teams received this honor from Forbes.

ZKB launches foundation fund targeting Swiss charities

Zürcher Kantonalbank’s foundation fund will support Swiss charitable organisations through a diversified portfolio.

Through the generations: the transfer of family businesses is accelerating

This unavoidable rite of passage becomes all the more emotional when the business is a family one.

Canaccord Genuity execs unite to launch WA wealth manager

Leeuwin Wealth has been launched this month focusing on offering dedicated wealth management and corporate finance services to Western Australian individuals and companies.

Bellevue moves back to Bellevue

All of the approximately 70 employees in Switzerland will work there under one roof in the future.

Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man

This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024

Nedbank Private Wealth named Best Private Bank in Africa

Our role is not just to manage wealth, but to be a trusted partner in helping clients grow, protect and pass on their wealth to future generations

Schroder Income Growth Fund plc - Full Year Results

The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.

ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024

The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.

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Wealth and Asset Management