Managers of Wealth

Swiss insurers significantly increased their overall result in 2023

The overall result increased by CHF 5.9 billion or 78% compared with the previous year.

Profit of the Syz banking group fell significantly

Although the company, which also operates in Zurich and Ticino (Lugano, Locarno), does not provide detailed information, it describes the group's net inflows as "positive".

Zürcher Kantonalbank now offers trading and custody for cryptocurrencies

As a universal bank, Zürcher Kantonalbank offers its customers all relevant financial services, including the trading and custody of cryptocurrencies.

Asian Captive Conference 2024: Shaping the Future of Self-Insurance

The seventh edition of this premier conference will bring together the global captive industry to tackle critical issues and drive forward key discussions

GBST wins Best EMEA Wealth Platform Technology Provider for Composer at International FinTech Awards for the second year running

The award recognises the value that GBST’s Composer SaaS platform brings to leading financial organisations globally following its multi-million-dollar transformation to cloud-native architecture.

Wealth managers forecast client growth of more than 20%

The research included wealth managers and financial advisers representing organisations managing approximately £1.207 trillion in assets.

Mirova exceeds €200 million in commitments for the final closing of its first private equity fund

Two years after its launch, MEAC has lived up to its promise, raising €211m in commitments, from which 30% come from private clients attracted by the multi-thematic approach of this SFDR Article 9 fund1.

2024 half-year results: Swiss Life increases profit from operations by 7% – significantly higher fee result

Swiss Life further expanded its fee business in the first half of 2024 and increased fee income by 7% in local currency to CHF 1.26 billion.

WealthTech Solutions Present a $9.43 Billion Market Opportunity by 2028

The wealthtech solutions market is expected to see rapid growth in the next few years.

Fostering respect between generations key for wealth transfer conversations

By the time those grandchildren have kids, 90 per cent of that family fortune will be gone.

Titanbay teams up with Mercer on first private markets fund of funds

The product aims to overcome the key challenges faced by wealth managers in accessing private markets.

Close Brothers AM unveils Winchester office

A fresh location in Winchester is opened by Close Brothers Asset Management.

Bank of America opens West Michigan private bank to grow local market share

Bank of America Private Bank for years has served high-net-worth clients in West Michigan from a location on the east side of the state.

Chinese tycoons are using stock to borrow from private lenders as bank liquidity dries up

With Fed easing imminent, ‘clients are once again comfortable using their stocks as collateral for project funding’, HSBC executive says

Julius Baer's Signa-Linked Loan Losses Could Shrink

The reason for this is that a portion of the controversial loans extended by Julius Baer to René Benko appears to be more valuable than feared.

Titan Wealth to close multi-asset range of funds in one month

The news follows Tavistock’s termination of its partnership with Titan last month

Gen Z wants an inheritance. Good luck with that, say their boomer parents

Many young adults are pinning their hopes on the Great Wealth Transfer, a generational exchange of riches that could pass $90 trillion from boomers to their heirs over the next 20 years.

No Smooth Sailing Expected for UBS’ Iqbal Khan

This is a historical milestone for the Swiss financial giant as it has placed a divisional president in Asia for the first time ever.

Envestnet Earns Recognition as Finalist for Seven Wealth Management Awards

Known as the “Wealthies,” these awards highlight companies and individuals driving success in the financial advisory sector.

AI Parameters Make Wealth Management Unrestricted by Time and Expertise

Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.

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Wealth and Asset Management