Managers of Wealth

Wealthy Boomers Will Be Passing On an Average of $3.1M: Where That Money Will Be Going

Still, high-net-worth boomers will be passing on millions of dollars — an average of $3.1 million each.

Excellence in Banking: Wealth management leaders of the year for 2025

Providing personalized experiences, understanding customer needs, and offering tailored financial solutions helps create a competitive advantage.

The great wealth transfer

Big inheritances are set to transform economies, markets and society

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Wealth managers must be smooth operators in 2025

This highlighted intense polarisation of global political powers, industrial relations and societal viewpoints.

Monthly update: trump’s return fuels growth expectations

Stock markets rallied in response to Trump’s presidential victory.

BNP Paribas enters deal to acquire AXAInvestment Managers

The merger is set to create a ‘leading’ asset manager in Europe with €1.5tn in assets under management.

Multi-Jurisdictional Wealth Management and B2B Solutions for Global Client Retention

As private wealth surged to $454.4 trillion globally in 2022, the limitations of single-jurisdiction wealth management have become impossible to ignore.

WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance

As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.

UK regulator reportedly restrains FNZ, makes platform precedent

Earlier this year the UK financial regulator handed FNZ a so-called ‘section 166’ notice, triggering a review by an independent ‘skilled person’.

2 Zodiac Signs Predestined To Attract Great Wealth In 2025

In the realm of monetary gains, these zodiac signs have an astrological advantage in 2025.

Canaccord Wealth expands Birmingham office and team

Together, the new team bolsters Canaccord’s ability to deliver exceptional wealth management services in the region.

75% of private banks lack digitalisation skills needed for transformation

They’re also more likely to lack in-house skills to support digital transformation projects.

CI Financial’s Bold Move. A Game Changer in Wealth Management?

This move seeks to enhance its competitive edge in an increasingly digital consumer landscape.

Questions raised over business model of Goldman’s ETF Accelerator

The platform secured its first client last year but the bank is now assessing long-term options

Hsiao Ching Tang, Managing Director at Azalea Investment Management, on democratization of private assets in Asia Pacific

The discussion, hosted by Giovanni Amodeo, covered various aspects of private equity, wealth management, and innovative financial solutions.

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Wealth and Asset Management