Managers of Wealth

Canaccord Wealth publishes latest performance results

As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.

Fulcrum to launch private markets LTAF

LTAF to be offered with a flat fee launching 29 November

HSBC Qianhai launches margin financing for HNW and UHNW China clients

The launch of the margin financing arm will bolster HSBC Qianhai and its wealth management services.

Intesa Sanpaolo and BlackRock collaborate for digital wealth management

The partnership will harness BlackRock’s advanced technology and global investment expertise, marking a step forward for both firms in addressing the evolving needs of investors across Europe.

Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service

The recognition was part of the 2024 Global Private Banking Awards.

Spear’s Awards 2024 finalists: Private Bank of the Year – UK, in Association with Porto Montenegro

The award recognises a bank that has delivered outstanding service and performance for HNW individuals in the UK.

Wealth Manager Top 100 2024: Another 25 key fund selectors

Discover the third batch of 25 industry stars to make it onto our 2024 list of the UK’s top fund selectors.

UBS Bahamas to close wealth management office

A communications contact from UBS also told Guardian Business that “jobs will not be affected with the transfer of operations.

EFG Asset Management launches global impact credit fund

In partnership with Schroders affiliate BlueOrchard

CI Global Asset Management Honoured with 16 LSEG Lipper Fund Awards

CI GAM earns an industry-leading number of awards for a second consecutive year

UOB Posts Record Fees

The Group achieved a strong quarter with record net profit

The impact of Cayman’s revised beneficial ownership regime on trusts and private wealth structures

Private wealth structures, many of which previously relied on an exemption, will be impacted.

LGT receives multiple awards

LGT also received accolades at Private Banker International's 2024 Global Wealth Awards after impressing the judges with its philanthropy offering.

Canaccord Genuity sees investment banking and wealth boost after acquisition spree

The Toronto-listed group’s latest trading update points to a brighter picture

Kimbolton firm Beacon Wealth Management is one of best in UK

Beacon was recognised by the judges for continuing to put client outcomes first.

Deutsche Bank named Best Private Bank for Entrepreneurs and Best Private Bank in Germany

These awards recognise the Private Bank’s transformation.

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

Global Private Banking Awards 2024: Winners and highly commended

This is testament to the growing quality of submissions and private banks’ increased focus on client needs.

Moody's Ratings upgrades Raiffeisen Schweiz Genossenschaft's long-term deposit ratings to Aa2, outlook stable

The outlook on the long-term deposit ratings was changed to stable from positive, the outlook on the long-term senior unsecured ratings remains positive.

Canaccord announces new charity partner in Jersey

These donations have come from staff contributions and odd lot shares donated by clients.

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Wealth and Asset Management