Managers of Wealth

Hargreaves Lansdown Offer Brings UK Wealth-Manager M&A in Focus

The offer is still less than half of Hargreaves Lansdown’s share price five years ago.

Australian-owned wealthtech HeirWealth launches

The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women.

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

Corient chooses Addepar for collaboration

The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.

N26: Financial Regulator Imposes Multi-Million Euro Fine

This would mean that the German fintech could accept as many new customers as it wishes in the near future.

Rothschild & Co: Former CS Advisors are Moving Quickly in Switzerland

This is three times the team size Bossart found upon his arrival in the fall of 2022.

Monetary Authority of Singapore and People’s Bank of China Advance Collaboration in Green and Transition Finance

The initiatives discussed covered the alignment of taxonomies, facilitation of green finance flows, and the development of a decarbonisation rating platform.

HSBC Unveils “All-In on Innovation” Programme with Tech Immersive Tour for Asia’s Private Banking Clients

Clients met with prominent venture capitalists and promising start-ups, gaining insights on thriving in the era of rapid technological change.

It's worth changing!

Now everyone can order offers from banks and asset managers free of charge.

Julius Baer: Interim Management Statement for the first four months of 2024*

Substantial increase in assets under management – Marked recovery in client activity – Significant improvement in profitability – Ongoing solid capital position.

The power the US wields over the Swiss financial centre

The emergency sale was forced by pressure from the US – and remains an example of how much power the US exerts in the global financial sector.

Close Brothers sees strong demand despite some pockets of weakness

This mainly reflected strong customer demand in Property and continued growth in the UK Motor Finance and Invoice Finance loan books

French boutique Auris snaps up wealth group

Paris-based independent operator delivers on ambition to grow through acquisition.

Bordier & Cie becomes the exclusive partner of Argentinian tennis player Sebastián Báez

Identifying and supporting talent is core to our business and helping the next generation achieve their full potential is part of our historical savoir-faire.

Quintet Private Bank marks its 75th anniversary

Quintet Private Bank, headquartered in Luxembourg commemorated its 75th anniversary in the Grand Duchy.

Former Deutsche Bank chief executive Rolf Breuer has passed away

The 86-year-old passed away in the presence of family, following a long illness.

Attracting the next generation of inheritors and self-made wealthy

Winning young clients is critical to future success for private banks and wealth managers

HSBC Runs US Tech Tour for Ultra-Rich Asians

The program also includes visits to early-stage investment firm Playground Global and Stanford Medical Center.

UBS head of integration has to get by without a right hand

Coping with this central task has apparently now become even more difficult for Bereaux.

Amundi pursues UBS with new Swiss ETF

In total, more than 200 of the products from Amundi's range are now traded on the Swiss stock exchange.

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Wealth and Asset Management