Managers of Wealth

The Power Of Holistic Wealth Management For High-Net-Worth Individuals

Bibbo’s success is marked by notable awards, including Crain’s 2021 Notable Wealth Managers and 2024 InvestmentNews Top Advisors List.

Rathbones continues to cut roles in search of £60m Investec savings

Wealth management mega-merger sees more jobs cut in hunt of savings.

Bellevue expects halving of net profits

The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.

Lombard Odier: Zurich EAM Desk Reaches the Next Level

What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.

Partners Group agrees to acquire real estate platform Empira Group

The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.

Standard Chartered targets USD200 billion in net new money and double-digit wealth growth over next five years

In the first nine months of 2024, the Bank achieved a faster NNM acquisition rate than its peers.

Schroder AsiaPacific Fund plc - Full Year Results

The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.

SJP clients face £3mn bill for funds they are locked into

Clients will receive some payment as assets are sold over the coming two years.

Schroders Investment Outlook 2025: Look beyond recent winners for return opportunities

For global equities, the dominance of technology and AI has characterised this year's market, but the shifting dynamics suggest the potential for other sectors and regions to emerge.

IAM Valeur Group buys two Swiss companies

All staff at Anova Partners and Mayfair Financial Services will be retained, taking the group employee count to 90.

BlackRock targets private credit growth with $12 bln HPS acquisition

BlackRock CEO Larry Fink has previously outlined private credit to be a "primary growth driver" within alternatives for BlackRock in coming years.

“Putting the client at the centre of our approach”

The country has a number of solid assets to offer these families, starting with its multiculturalism and multilingualism.

Singapore's DBS hires private bankers for rich Russians as rivals balk

The bank’s stock rose to another record high on Tuesday, outpacing gains at rivals.

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

Standard Chartered exploring potential sale of wealth and retail banking units in Botswana, Uganda and Zambia

Standard Chartered states that the move aligns with the “refreshed strategic priorities” outlined in its third quarter 2024 results.

Navigating the Future of Private Wealth Management: Insights from Harn Tan of RBC Wealth Management

His insights covered emerging investment themes, the role of fixed income, and the increasing demand for customised portfolio strategies in a high-rate environment.

Singapore banks expect wealth management, loans to drive earnings momentum

The biggest lender by assets in Southeast Asia notched quarterly earnings above S$3 billion for the first time.

J. Safra Sarasin Group Completes the Acquisition of MIV Asset Management AG

MIV will maintain its existing investment strategy and organisational structure to ensure solid performance and uninterrupted service for clients.

Another cantonal bank joins AMAS

This means that nine cantonal banks are now members of the association.

Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning

The acquisition will enhance the Group’s financial planning capability and enhance its presence in East Anglia.

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Wealth and Asset Management