Managers of Wealth

Andrea Solana Wins Prestigious Women in Wealth Award at Private Banking & Wealth Management London Awards 2024

This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.

Private Advisor Group Welcomes Delisanti Wealth Management

Private Advisor Group's multi-custodian offering was also a key factor in his decision to join.

Ping An Asset Management Up to No. 33 in Top 500 Asset Managers 2024

This is the fifth consecutive year PAAMC has been on the list, and fourth consecutive year in the top 50.

HSBC GPB’s Lina Lim: diversification is vital

This has given her a firm perspective on the needs of her clients across the wealth spectrum.

BankDhofar launches its private banking segment

It promises tailored solutions to nurture and grow wealth in a secure and prudent manner

AstroBank wins private banking award

The announcement noted that this marks the second consecutive year the bank has received this accolade.

Swiss private banks’ M&As hit historic low

Many private banks have focused on relationship manager hires.

Singapore retains spot as costliest city for high-net-worth individuals to live well: report

But the Asia-Pacific region is no longer the most expensive due to falling prices in some cities

Why we need to talk more about the SNB balance sheet

The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.

Financial advisers should prepare for ‘surge in new clients’

Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.

Dubai ranks 12th in Julius Baer’s Global Wealth and Lifestyle Report as relative ‘cost of living’ remains competitive compared to major global cities

Dubai is the 6th most expensive city in Europe, Middle East, and Africa (EMEA) and 12th in the global ranking of the Lifestyle index

Tatton Asset Management announces audited final results for the year ending 31 March 2024

The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024

Macquarie Asset Management announces final close of global opportunistic real estate fund

Macquarie Asset Management’s Real Estate division is a global real estate investment business with a track record of identifying and investing in sectors backed by global megatrends.

Two former UBS asset managers want to show the big players

There they gained practical know-how in the areas of risk modeling, optimization and portfolio construction before taking the step into self-employment.

Objectway secures Eleventh Consecutive Award – Sixth Straight “Best Wealth Management System” Title – from Goodacre UK

The unwavering leadership is a tangible outcome of the long-standing and ongoing recognition from clients and market experts.

HarbourVest opens first Swiss office under ex-UBS private equity head

The new Zurich office will be led by Simon Jennings, who has also worked as global head of private equity at HSBC.

Canada Life Asset Management Appoints Northern Trust for Asset Servicing Solutions

Supports Manager’s Focus on Operating Model Efficiency and Data Quality as Strategic Asset Servicing Provider

Asset managers increasingly integrating tech into operations, survey finds

The investment management community at large is doubling-down on strategies underpinned by a data-driven approach and supported by integrated technologies.

Praxis shortlisted for Trust Company of the Year in prestigious STEP Awards

At Praxis, we continuously strive to maintain the highest standards of service, and to nurture the current and future generations of practitioners.’

Artificial intelligence in wealth management: friend or foe?

Demir Avigdor, head of UK Private Banking, Standard Chartered, examines the impact of AI on the client experience

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Wealth and Asset Management