Managers of Wealth

UPP and Deutsche Bank secure £110m sustainability-linked loan

UPP’s first sustainability-linked financing integrates ambitious environmental goals.

Savant Wealth continues specialist acquisitions with $536M AUM boutique RIA

Acquisition marks the national firm's first entry into New York State.

Top China wealth manager expands to Japan as home market stalls

Noah targets growing population of Chinese buying property and residing there

Thai Wealth Management in Transition: KKP's Strategic Vision for 2025

Private wealth management in Thailand has continued to evolve toward reducing local market bias, driven by the limited breadth and depth of local opportunities.

Private Banking Awards Switzerland 2024 winners revealed

A variety of firms were rewarded during the evening.

Citadel Credit Union Announces Partnership with Cetera Financial Group to Power Wealth Management Programs and Enhance Member Experience

The selection reflects Citadel's dedication to providing world-class solutions to empower members' financial well-being while fostering a culture of excellence within its wealth management division.

Hightower Makes Strategic Investment in Dechtman Wealth Management

Denver Wealth Manager to Scale and Grow its Family-run Business at Hightower

BNP Paribas appointed by Insignia Financial as its custodian in Australia

The service offer will cover Insignia Financial’s MLC and OnePath businesses, with the transitions to be finalised in 2025.

Sia Partners Welcomes a Strategic Minority Investment from Blackstone

It marks the Company’s first partnership with a financial investor since its inception.

Wellington offers flagship fund in Hong Kong and SIngapore

The Wellington Global Quality Growth fund is now available to retail investors in Hong Kong and Singapore.

A Leading Wealth Management Firm To Lay Off One-Sixth Of Its Workforce

The firm designs both funds and portfolios, as well as provides financial advice and contracts connections with external financial managers.

Are You Ultrarich, Rich or Merely Affluent? It Makes a Big Difference for Your Bank

Managing money for the rich is today’s golden goose in banking, because it generates stable fees and has low capital requirements.

JTC Wins Trust Company Employer Accolade at Annual Wealthbriefing Awards

Announced at a ceremony held in St Helier last week (5 December), JTC was named ‘Trust Company Employer of the Year’ at the annual Wealthbriefing Channel Islands Awards 2024.

LGT adopts pass-through voting in “European first”

The firm is leveraging ProxySphere technology developed by fintech Tumelo, in collaboration with asset manager Legal & General and investment service provider State Street Global Advisors, to implement the voting framework.

Schroders named Impact Investing Platform of the Year

These awards acknowledge the work of impact investors and highlight best practice across all asset classes and geographies.

Vanguard Establishing New Advice & Wealth Management Division

They are grounded in the firm’s core philosophy of high-quality, diversified, and low-cost solutions designed to help clients keep more of their return.

BCS Plans Hiring to Boost Private Banking & Wealth Management Unit

This was stated by Sasha Wiggins, CEO of Barclays Private Bank and Wealth Management, in a presentation to analysts in London.

Swiss banking veterans expand with Lumen Capital

After more than 20 years in the industrial sector, entrepreneur Daniel Eggenberger has returned to his original professional home: the financial business.

National Bank: Familiar messages, but new style

The majority had expected a reduction in the SNB key interest rate of 25 and not 50 basis points.

Key takeaways from the Private Client Transatlantic Wealth & Estate Planning conference

The conference covered wealth and estate planning for US citizens or those who have financial interests in US assets.

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Wealth and Asset Management