Managers of Wealth

LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management

American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants

Osaic Welcomes Nova Wealth

New York-Based Team Overseeing $180 Million Joins Osaic

Two thirds of asset managers expect a significant rise in margin pressure in the next two years

With the continued rise of passive and anticipated market volatility, traditional managers are set to be hit harder

Mediobanca: Results for 3M ended 30 September 2024 approved

Group revenues totalled €865m

Ex-Vontobel AM chiefs launch thematic portfolio with Morgan Stanley

Axel Schwarzer and Daniel Seiler’s fully AI-driven asset manager debuts Eqitron Thematic Navigator portfolio.

Pinebridge Banks on Growing Interest in Asian Investments

Recently, the appointment of a new Head of Switzerland, Liechtenstein and Austria and a Client Relations Manager has strengthened its presence.

Moving back to founding location: Bellevue Group is moving back to Theaterstrasse 12 / Sechseläutenplatz in Zurich's Bellevue district

This move will simplify the flow of information and ideas between the various teams and benefit the ongoing development of Bellevue’s entrepreneurial corporate culture.

BlackRock and the Monetary Authority of Singapore (MAS) spearhead collaboration to unlock investment opportunities in decarbonisation in Asia

The Industrial Transformation programme will also seek to catalyse additional concessional and commercial capital to support these projects.

Southeast Asia’s Wealth Management Boom: 5 Platforms to Watch

Traditionally, wealth management in the region was primarily reserved for high-net-worth individuals (HNIs), with most services being offered by large banks or financial institutions.

Intesa Sanpaolo and BlackRock to advance digital wealth management

BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.

Northern Trust Named Best Private Bank in U.S.

Also Received Top Honors for Best Private Bank in North America for Entrepreneurs and Ultra High Net Worth Clients

ZEUS Investments Announces Initiative to Leverage Artificial Intelligence in Wealth Management Planning

By integrating AI into its advisory services, the firm aims to craft more precise and tailored investment strategies capable of delivering favorable outcomes for clients.

Citi revamps pay for wealth bankers

More bonuses will go to those who move client assets into investments, and less to those who sell new loans

LGT to acquire Commonwealth Bank of Australia (CBA)’s personal advice business, Commonwealth Private Advice

Once completed, the transaction will solidify its position as a trusted partner for sophisticated private wealth clients.

Spear’s Awards 2024 finalists: UHNW Wealth Manager of the Year in Association with Guernsey Finance

This year's Spear's Awards 2024 UHNW Wealth Manager of the Year in Association with Guernsey Finance finalists

Canaccord Wealth publishes latest performance results

As at 30th September 2024, Canaccord had client assets of £34.8 billion and $63.0 billion converted to CAD, year-over-year increases of 9.7% and 19.8% respectively.

Fulcrum to launch private markets LTAF

LTAF to be offered with a flat fee launching 29 November

HSBC Qianhai launches margin financing for HNW and UHNW China clients

The launch of the margin financing arm will bolster HSBC Qianhai and its wealth management services.

Intesa Sanpaolo and BlackRock collaborate for digital wealth management

The partnership will harness BlackRock’s advanced technology and global investment expertise, marking a step forward for both firms in addressing the evolving needs of investors across Europe.

Fifth Third Private Bank Named Global Private Banking Award Winner, Honored as Best for Customer Service

The recognition was part of the 2024 Global Private Banking Awards.

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Wealth and Asset Management