Managers of Wealth

Nuveen launches global credit impact strategy

The portfolio aims to address issues such as affordable housing, community development, climate change and the regeneration of natural resources.

Tatton’s £15bn MPS range fights with Quilter at the top of the charts

Tatton is jostling with fellow MPS giant Quilter for assets. But how do its returns stack up against those of its largest rivals?

Gulf Bank honored with Best Next-Generation Offering award at the 2024 Private Banker International Global Wealth Awards in Singapore

Ahmad Al-Fuwaires: We have quality products and services designed to serve young affluent clients, tailored to their needs and lifestyles

BlackRock bets on British brickmaking

One of the main BlackRock funds that increased its stake in the FTSE 250 company, which has a market capitalisation of £725mn, is the Throgmorton Trust.

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List

The annual Forbes/SHOOK Top RIA list highlights the top 250 advisory firms that have a proven history in managing and preserving client wealth long-term.

Ermotti Succession at UBS: Mission Impossible for Sabine Keller-Busse

Against all odds, the team always pulls off the unthinkable, bringing the mission to a successful conclusion.

HSBC Plans to Expand Private Wealth Management Business in Canada

For HSBC, the Canadian private wealth management market represents a significant opportunity.

Envestnet accelerates product enhancements and builds out distribution capabilities

More than two-thirds of investable assets are now tied to HNW and UHNW investors.

Private banking: “We cannot talk about wealth management until we talk about wealth planning”, says Serge Fehr

On top of these skills, he has nearly 30 years’ experience in key positions in private banking in Switzerland.

Five UBS Financial Advisors in the Pacific Desert Market Recognized by Forbes as Top Next-Gen Advisors

Of the five, Phoenix based advisor Stockton Schultz also ranked 34th nationally on the Forbes America's Top Next-Gen Wealth Advisors list.

What the new rate-cutting cycle means for asset classes

Equities stand to benefit, as lower rates typically stimulate economic growth and consumer trends.

How Quilter’s £16bn WealthSelect MPS range beat its biggest rivals

Quilter is vying with Tatton for the title of the UK’s largest MPS provider – and the performance of its WealthSelect range shows why.

Finding a purpose for family wealth during uncertainty

Conversations around wealth planning and succession in family businesses can give UHNW clients a long-term perspective in an uncertain world, says HSBC Global Private Banking

Wealth managers weigh election strategies as vote approaches

Financial advisors are not immune to the upcoming election.

Nikko AM Group strengthens international investment platform with ManCo transfer to Apex Group

By outsourcing management company services to Apex Group, Nikko AM Group can concentrate on its core focus- delivering investment outperformance to its clients.

Janus Henderson completes NBK Capital Partners acquisition

The firms have closed the deal after announcing it in May

The critical role of empathy in client relationships

A culture of empathy also extends to employees.

JPMorgan net income falls as bank sets aside more money to cover potential bad loans

JPMorgan CEO Jamie Dimon said the bank continues to monitor geopolitical tensions that he called “treacherous and getting worse.”

Commerzbank expands business with ultra-high-net-worth clients

The Bank is consolidating relevant expertise and highly specialised departments into a dedicated UHNWI & FO division and will open two additional locations for holistic advisory services to this client group.

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Wealth and Asset Management