Managers of Wealth

Which Swiss investments will perform best in 2024? Let's ask the experts

Investment chiefs at Blackrock, Swiss Life Asset Managers and Swiss Rock Asset Management weigh in on 2024.

Markets start 2024 in a risk-off mood

This was part of a broader risk-off move, with the small-cap Russell 2000 index experiencing its largest one-day fall since the March 2022 banking crisis.

Kinecta Federal Credit Union taps FusionIQ for digital wealth platform

FusionIQ One subsequently received the accolade of “highly commended” at FinTech Futures‘ 2023 Banking Tech Awards in the Best Digital Solution Provider – Financial and Investment Advice category.

Working with the next generation: the changing expectations of the private client community

Robert Moore, Director – UK at Jersey Finance, recently invited a group of London-based intermediaries to discuss and debate how they are working with the next generation and how private clients’ expectations are changing. Here he reflects on

For one wealth practice, reimagining the workspace has done wonders

Veteran advisor shares how new work setup, complete with Zoom rooms and a bullpen, has changed the dynamic for his team

HP Wealth Management Names Head of Equities

She joins the firm's chief investment office team under Michael Foo, partner and chief investment officer.

In Germany, LLB relies on staff from Swiss banks and the franc

A total of around 40 employees will work on the German market at the institute in the future.

HSBC Asset Management launches India income fund in Hong Kong

The initial offering period for the new fund ends on January 12.

Evelyn Partners launches programme to train the next generation of financial planners

Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.

Ping An Bank’s Private Banking Sector: Tailoring Services for High-Net-Worth Individuals

Ping An Bank has tailored its services to focus primarily on wealth preservation and asset appreciation.

Dakota Wealth Management Acquires C2C Wealth

Strategic acquisition adds a third Massachusetts office for the firm

The Wealth Management Landscape in Asia: An Era of Growth and Innovation

This wealth boom is creating unprecedented opportunities for private bankers and wealth managers.

Fifty days of teleworking at Indosuez Wealth Management

HR director Christophe Ciré, who has been at the helm of the project since his appointment in May, provides more insight.

Swiss Banking 2024: The People in the Spotlight

For these people, 2024 will thus be a year on razor's edge.

Private bank Baumann & Cie is in great shape

The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.

Awards recognise excellence in wealth management field

Designed to recognise “innovation and excellence” during the year, the awards are organised by the global private wealth publisher.

Zurich wealth manager's head of equities joins Top 50 IAM

Angelika Stückler is the new head of equities at Alpen Partners.

Mercer Advisors snaps up Transitions Wealth Management

Mercer Advisors has made a deal to snap up a US-based firm.

ADIB-Egypt introduces personalized Shariah-compliant private banking services for high-net-worth clients

ADIB-Egypt’s vanguard Shariah-compliant private banking proposition redefines wealth management standards

At the turn of the year: “Hard work was less important to the banker in 2023”

A good time to look back at the old year again.

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Wealth and Asset Management