Managers of Wealth

Canaccord Genuity sees investment banking and wealth boost after acquisition spree

The Toronto-listed group’s latest trading update points to a brighter picture

Kimbolton firm Beacon Wealth Management is one of best in UK

Beacon was recognised by the judges for continuing to put client outcomes first.

Deutsche Bank named Best Private Bank for Entrepreneurs and Best Private Bank in Germany

These awards recognise the Private Bank’s transformation.

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

Global Private Banking Awards 2024: Winners and highly commended

This is testament to the growing quality of submissions and private banks’ increased focus on client needs.

Moody's Ratings upgrades Raiffeisen Schweiz Genossenschaft's long-term deposit ratings to Aa2, outlook stable

The outlook on the long-term deposit ratings was changed to stable from positive, the outlook on the long-term senior unsecured ratings remains positive.

Canaccord announces new charity partner in Jersey

These donations have come from staff contributions and odd lot shares donated by clients.

Scotia Wealth Management receives two awards from PWM/The Banker 2024 Global Private Banking Awards Français

These awards recognize Scotia Wealth Management for its excellence in wealth management, including its comprehensive advice, products and platforms which meet a wide range of clients' wealth needs.

Guernsey Finance Chief Executive receives Freedom of the City of London

The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.

Close Brothers Asset Management and SEI Announce Strategic Partnership

Technology and Operational Outsourcing Drives Scale and Growth

Pell Wealth Partners joins Rise Private Wealth Management

Warwick. The combined team now manages over $4 billion in assets.

Financial Independence Is Feminist: Why Women Must Build Wealth Today

Yet, despite a rise in discussions around gender equity, many women still aren’t as focused on building wealth as they should be.

SEB Asset Management calls on governments to act on climate crisis

The initiative – 2024 Global Investor Statement to Governments on the Climate Crisis – seeks to unify investor and financial sector voices to call for comprehensive action on the climate crisis.

Valiant Remains on Track Despite Challenging Interest Rate Environment

Valiant reported a group profit of 105 million francs for the first nine months of 2024, an increase of 5,3 percent compared to the same period last year.

Vontobel affirms strategy and targets, announces priorities

Vontobel is well-positioned to benefit from this environment.

Waystone upgrades London office as demand for services grows

Waystone’s new office will serve as a central hub for its London operations, welcoming around 100 employees through its doors.

Schroders Capital’s Insurance Linked Securities team scoops accolade at Digital Asset Awards 2024

Winners were evaluated through a comprehensive assessment framework that identified best-in-class entries based on key criteria such as innovation, transaction capability, interoperability and risk management.

Exon Wealth Management: Pioneering the Future of AI-Based Trading

By harnessing cutting-edge technology and a data-driven investment philosophy, Exon Wealth Management is not only redefining trading strategies but also positioning itself as the leader in the industry.

Third-quarter net profit rises 15% to surpass SGD 3 billion for first time

Board announces new SGD 3 billion share buyback programme

'Clients are already topping up,' says Blackhorn's Lee on UBP hedge fund

The deal, which was inked in January, involves a fund-of-fund hedges fund strategy from UBP Asset Management.

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Wealth and Asset Management