Managers of Wealth

CIBC Asset Management Inc. announces the capping of certain Series of the CIBC 2025 Investment Grade Bond Fund Français

The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.

Wealth management fintech SigFig adds AI capabilities

The platform combines a robust set of capabilities, including AI-powered assistance for advisors and their teams to increase their effectiveness, core integrations with leading industry systems to drive efficiencies and collaborative digital experiences t

What next for private banking in the Middle East?

A clear focus on relationship management, with private banks emphasising personalised relationship management and providing bespoke services, continues to be a key differentiator.

VZ Holding AG: VZ Group’s results grew well in the first half of the year

CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.

Financial adviser opens St Gallen branch

SMZH, which was founded in 2003 and has over 120 staff, said the new location will allow it to be closer to clients in the region.

GAM’s global equity chief adds ex-Newton colleague as PM

Paul Markham has reunited with a former senior portfolio manager from his previous employer.

NatWest Group’s Associate Director recognised as Fund Finance Association ‘Rising star’

The Rising stars awards recognise outstanding individuals with less than 10 years of experience who have made remarkable contributions to the fund finance industry.

Alex Toohey nominated for Citywealth Investment Manager of the Year award

‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’

Purposeful digitalisation essential to future of wealth management

Although mergers and acquisitions have enabled some firms to thrive, overall, the segments of the population that wealth management serves have hardly changed.

UBS Set to Sell Credit Suisse’s US Mortgage Servicing Business by Q1 2025

The transaction is anticipated to be completed in the first quarter of 2025.

Why are private banks setting up shop in Spain?

Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients

HSBC's Play for Mideast Wealth Marred by Exits, Regulatory Curbs

To pull it off, Hangari made a series of pledges, including that he’d double his division’s roughly $50 billion in assets under management in the coming years

Does the number of millionaires matter to wealth managers?

The UK is expected to suffer the most from increasing global wealth mobility over the next few years

Rockefeller Asset Management Expands into Opportunistic Municipals with Three Actively Managed High Yield Bond ETFs

This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.

Martin Gilbert attempts to woo investors for AssetCo plan

City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares

Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess Of $160 Million For The 2024 Fund

Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.

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Wealth and Asset Management