Managers of Wealth

Jupiter to keep £500m of flagship fund after manager’s exit

The fund sits in Jupiter’s Merlin range, which operates at a degree of separation from the wider group.

NBK Wealth emerges as the largest local and regional wealth management group with AUM exceeding $20bln

The New Brand is a Strategic Step and Milestone, Empowered by the Group’s Strength

Wealth Managers Adapt as Women Gain Economic Power

The industry is urged to better understand the financial behaviors and drivers for women to effectively communicate and provide services that resonate with them.

Perpetual in talks with KKR for corporate trust and wealth management unit sale

A potential deal would help KKR further expand its investment management footprint in Australia and Perpetual turn into an asset management business.

Private bank PKB doubles profits thanks to new strategy

PKB Private Bank made a profit of 16.8 million francs in the 2023 financial year .

Deutsche Bank provides information about the legal dispute over the Postbank takeover

While Deutsche Bank continues to strongly disagree with such an assessment, the court's comments influence the bank's assessment of the likelihood of a future payment.

Market concentration and return dispersion at a turning point

The dispersion in performance between the Magnificent Seven and the rest of the market has been very significant, underscoring the transformative power of AI in reshaping industries and market expectations.

Bantleon boss eyes further growth after quadrupling AUM with takeover

Bantleon CEO Stephan Kuhnke outlines the challenges of taking over Warburg Invest last year and where the company wants to grow next.

Macquarie Asset Management finances upgrade and expansion of three Midlands hospitals

The projects will help enhance the accessibility and quality of facilities for each hospital’s patients, visitors, and staff.

Perpetual in talks with KKR for corporate trust and wealth management unit sale

A potential deal would help KKR further expand its investment management footprint in Australia and Perpetual turn into an asset management business.

Manulife and Standard Chartered HK team up for private banking

Manulife and Standard Chartered Hong Kong have formally signed an agreement for private banking

Schroders Capital Teams Up with iCapital to Enable Access to Semi-Liquid Private Equity Strategy

iCapital Marketplace “connects wealth managers, financial advisors, and their clients to a wide selection of alternative investment opportunities offered by the world’s asset managers.”

HSBC Closes EAM Business in Hong Kong, Singapore

The exit marks a brief stint for HSBC’s EAM business in the region.

Morgan Stanley Reorganizes Asia PE Business

After 24 years with Morgan Stanley PEA, chief investment officer Andrew Hawkyard will also retire.

BlackRock Memo Reveals Wealth-Management Shuffle Amid ESG Backlash in Texas

It has faced fierce public criticism from conservative state officials there and lost business over environmentally conscious investing practices.

Paoletti named to Forbes’ Magazine’s list of Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience

J. Safra Sarasin Group Reports Strong Results for 2023

Group net profit rose by 6.9% to CHF 470.3 million in 2023 from CHF 440.2 million in 2022.

HSBC’s private bank shuts independent asset management business in HK, Singapore

The bank will make the transition as smooth as possible for affected clients

T+1 Could See Swiss Private Bankers Doing Night Shifts Soon

The Swiss financial hub won't be able to avoid the prevailing trend worldwide towards ever-higher transaction speeds and frequencies for much longer.

Credent Wealth Management Lands Two New Advisor Firms

Two Independent RIA’s Chose to Join Credent’s Partnership Model

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Wealth and Asset Management