Managers of Wealth

Schaffhausen Cantonal Bank has to pay more for fundraising

The difference between the two figures is the allocation to the reserves for general banking risks of 30 million francs.

Wealth Manager Starts NY-Based Multi-Family Office for UHNW Families

Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.

WRISE Group Charts New Growth Path with Office Launch for WRISE Academy in Shenzhen

Aims to achieve wealth inheritance and nurture industry talent as well as tap the growth opportunities of the GBA

Bank of Singapore appoints new Head of Investment Solutions Group Hong Kong

Based in Hong Kong, he will report to Ms Vivienne Chia, Global Head of Investment Solutions Group

J. Safra Sarasin Group to Acquire a Majority Stake in Saxo Bank

This underlines the stability and continuity of the company and reinforces its long-term vision of creating added value for all clients, partners and employees.

Brookfield Asset Management nears deal for Barclays UK payment business - report

In order to facilitate the deal and support the future growth of the payment division, Barclays plans to inject £400m ($533m) into the business.

Ludlow Trust acquire HSBC Trust Company (UK) Limited from HSBC UK Bank plc

Ludlow Trust is now the largest provider of trust services in the UK onshore trust advisory sector.

Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List

The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets.

Wealth clients demand personalized solutions

Managers feel current technology and private market offerings are inadequate

Gulf investors will no longer go for formulaic wealth management advise

High networth clients will no longer sign up to more-of-the-same on wealth handling

Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1200 Financial Advisors List

He is also a Barron’s Hall of Fame advisor.

Swiss private banking: identity is the ultimate competitive advantage

The answer lies in brand identity. Not the logo or tagline, but the essence of a bank’s personality — what it stands for, how it operates, and why it matters to clients and talents.

Julius Baer’s Kunal Sumaya on Dubai’s rise as an investment haven for NRIs

The COVID-19 pandemic further reinforced this shift, prompting more individuals to explore residency and investment opportunities abroad.

Close Brothers Asset Management renames itself ‘TrinityBridge’

The rebrand comes following completion of the sale by Close Brothers Group.

Tindeco Financial Services AG Awarded “Best Wealth Management Automation Solution” by Global Private Banker

This prestigious accolade recognizes Tindeco’s revolutionary end-to-end technology that is transforming the way asset and wealth managers operate.

Barclays’ £7.5 million bill joins growing list of bank IT issues

The Barclays incident alone will result in customers getting as much as £7.5 million ($9.7 million) in compensation

Brickwood Asset Management Selects Northern Trust for Asset Servicing Solutions

Chosen by UK Boutique Manager as Single Strategic Provider for Front-to-Back Office Solutions

Working with wealthy women: tips from some of the industry's female trailblazers

As more women control greater wealth, their importance to the industry is clear.

CI Wealth adopts Conquest’s AI financial planning platform

The partnership equips CI Wealth advisors with tools for personalised financial advice.

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Wealth and Asset Management