Managers of Wealth

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.

BlackRock, Aviva win multi-asset flows as investors brace for CGT shake-up

September marked the first month since January that multi-asset funds in the UK posted net inflows

Ravenscroft announces sale of wealth management business

The corporate finance and property management businesses of the wider Ravenscroft group are not included in the transaction, which follows Titan’s acquisition of Ravenscroft’s UK investment management business last year.

Pimfa: Buying Apfa was 'stupid' as it was 'totally defunct'

Former Apfa board members Gary Bottriell and Lord Deben were elected to the merged trade association’s board as member and chairperson, respectively, and are still in position.

HSBC launches credit card for global private banking clients

Launched in Hong Kong this week, it is the first phase of a global programme to offer elevated travel, exclusive access and exceptional lifestyle experiences to its clients.

The Net Positive Consortium in Wealth Management Launches: Uniting Firms for Collective Impact

This pioneering initiative unites financial advisory firms in a shared commitment to creating meaningful societal impact, extending far beyond financial performance.

Blackstone partners with UBS for semi-liquid PE fund distribution

The alts giant partners with the Swiss firm to distribute its private equity fund targeting wealthy investors.

Boost Hong Kong’s edge with wealth management services

In recent years, the investment management sector has emerged as a cornerstone industry in many of the world’s leading economies.

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Wealth and Asset Management