Managers of Wealth

Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services

Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs

EAMs face challenges bringing private markets to the wealthy

From differentiating their product offerings to catering to their clients' profile, external asset managers face their fair share of hurdles.

VP Bank achieved 10 percent more profit than in the previous year and is on track with strategy implementation

It increased business income by 8.3 percent to CHF 364.4 million and achieved an annual profit of CHF 44.2 million, which corresponds to an increase of 10.1 percent.

Philippines’ Metrobank selects Temenos to advance its wealth management business

Metrobank is implementing Temenos Wealth to improve operational efficiency, elevate the customer experience and support business growth from digital channels

Schaffhauser Kantonalbank with pleasing annual results

The profit generated of 58.3 million francs is supported by positive developments in the interest business.

Goldman Sachs seeks to expand private credit portfolio to $300 billion in five years

Of the $40 billion to $50 billion Goldman plans to raise for alternative investments this year, at least a third will be dedicated to financing private credit strategies, he said.

Tidjane Thiam wants to become president with “God’s will”.

Thiam was elected leader of the Democratic Party of Ivory Coast (PDCI) last December.

Columbia Threadneedle shuts two funds after multi-asset review

Two former BMO funds will be shut due to low assets as funds are consolidated following Rob Burdett’s departure.

Evelyn Partners delivers record new business in resilient 2023 performance

Evelyn Partners employs 291 financial planners and 331 investment managers and has a market-leading position in offering such a ‘dual expert’ approach.

The Swiss banking center is successful and stable

A competitive Swiss economy requires strong banks

Envestnet Named Asset Management Platform of the Year in Wealth Solutions Report's Inaugural Wealth Exemplar Awards Program

Award Recognition Comes as Envestnet –the Industry's Leading Connected Wealth Management Platform – Celebrates 25 Years of Empowering Advisors to Deliver Holistic Financial Advice

Elon Musk's Wealth Takes A $40 Billion Hit In 2024

The decrease in Musk’s wealth is primarily linked to Tesla‘s share price, which has seen a decline of nearly 29% in 2024.

Inspiring inclusion in wealth management

In the US, women control more than a third of total household financial assets, over USD 10 trillion, while women in Asia are expected to hold USD 27 trillion in wealth by 2026.

LGT reports strong growth and very high net asset inflows in 2023

In the 2023 financial year, financial markets were characterised by persistent geopolitical uncertainties, as well as inflationary and other economic trends that were difficult to forecast.

Mapping Out This Year’s UHNW Hot Spots for Private Bankers

But the map holds out other international revelations for the cold-calling UHNW banker, even though they are more than likely a dying breed.

Foreign bank packs the myth of Swiss banking into a mandate

German private customers are eligible for a minimum investment of 60,000 euros.

Harris Associates still behind SJP, insisting partners must pay up

The St James’s Place investor sees bright spots for the UK’s largest advice firm despite its ongoing advice review.

ANZ’s private bank joins crowded race for country’s richest families

Mr Dunlop said the bank was seeking to build trust with the younger generation, “so they actually see us in a different light”.

Quilter partners with charities to help disadvantaged young adults in Southampton

The employability day was designed to give local young adults the skills required to step on to the employment ladder.

Lombard Odier partners with the Van Buuren Museum & Gardens Foundation

The collaboration will include the organisation of events, workshops, conferences, visits and special functions, as well as the sharing of networks.

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Wealth and Asset Management