Managers of Wealth

BNP Paribas WM holds two-day next-gen event in Hong Kong

Private banks in the region are relaunching or rolling out their next-gen programmes across key cities to be best positioned during the big wealth transfer across generations.

Billions of potential – How banks win the next generation of investors

Financial institutions must move away from standardized products and towards personalized services in order to continuously and proactively support investors in achieving their individual goals.

Broadridge Announces Distribution Insights for Asset Managers on Salesforce AppExchange

Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenue

UBS: CS Client Migration Could Finish in 2026

The migration of clients from Credit Suisse to UBS should take another 18 months

Moody's Recognizes EFG's Progress

The rating assessment reflects EFG's progress in areas such as capitalization and profitability.

Luzerner Kantonalbank quarterly financial statements

For the entire 2024 financial year, LUKB expects a consolidated profit "at the upper end" of the profit forecast, which was increased to CHF 270 to 285 million in June 2024.

Geneva Asset Manager Dies a Quiet Death

In April 2023, a Zug-based private equity boutique Quaestor Coach acquired a stake in GMG Asset Management.

UBS Global Wealth Management lifts global equities stance to 'attractive'

Economic growth is remarkably resilient and central banks have been proactive, giving us confidence the supportive backdrop has more room to run

From Man Utd to UBS: Fergie’s £3.5m title winner starts new job

Anders Lindegaard will offer wealth management services to athletes, after ending a twenty-year career in professional football.

Raiffeisen Bank Romania’s Private Banking Division: 1 billion euros in investment products and portfolio diversification focused on sustainability

These clients now have access to dedicated services, a wide range of financial products, and high-level investment expertise through a new team of personal bankers.

Redington sold to insurance giant Gallagher

The investment consultancy, whose clients include SJP, is being sold to insurance brokerage Arthur J Gallagher.

Citi Ramps Up Advisor Hiring, Sweetens Pay in Effort to Boost Wealth Arm

Citi has a goal of expanding the number of senior advisors in that business by 40%, or some 150 people, by the end of 2026 with the help of outside recruiters.

Crown Dependencies feature in nominations for Citywealth Future Leaders Awards

Taking place on the 12th November, at the 5 star JW Marriott Grosvenor House Hotel in London

Northern Trust and Hamilton Lane Announce Strategic Collaboration

Hamilton Lane’s market leading analytics and data will be available to help Northern Trust Asset Servicing clients gain insight into their private market investments

Hong Kong’s Path to Becoming the Leading Cross-Border Wealth Management Hub by 2028

The city has recently achieved global recognition, topping the Global Financial Centres Index for investment management.

Wealthtime pioneers innovative business transformation through agreement with Wipro and GBST

The deal will see the Wealthtime and Wealthtime Classic platforms brought together under one brand on a significantly enhanced platform, powered by GBST technology.

Praxis named a 2024 eprivateclient Top Trust company

This accolade follows our recent shortlisting for Trust Company of the Year – Large Firm at the STEP Private Client Awards.

Oak recognised in eprivateclient’s 2024 ranking of Top Trust Companies

The rankings recognise the top fiduciary service providers for private clients across the UK and Crown Dependencies.

The Deloitte International Wealth Management Centre Ranking 2024

Seismic waves impacting leading financial centres

Arta Partners With Co-Axis for Philanthropy

Arta clients will also gain access to philanthropy advisory and management services through TT Foundation Advisors.

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Wealth and Asset Management