Managers of Wealth

UBP’s 2024 wrap-up in Asian Private Banker

Private banks in Asia have faced a number of challenges in 2024, from uncertainty around interest rate cuts in the US to volatile markets and geopolitical tensions.

Goldman Sachs Announces Creation of Capital Solutions Group

This expanded group will better coordinate, innovate and accelerate the delivery of services to these clients.

Bravura signs South Africa's Old Mutual Wealth

This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs.

Wealth managers urged to ‘get aboard the AI train’

The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms.

Abrdn rebrands MyFolio range and cuts fees

The funds will take a ‘go anywhere’ approach, and will no-longer be limited to investing a minimum of 60% in Abrdn active products.

Revolut plots push into private banking

The financial super-app has posted job listings for a private banking compliance manager, legal counsel and head of relationship management on its Website.

Prada has been working with Citi on possible bid for Versace, source says

After that deal to create a US luxury conglomerate fell through, Capri executives did not rule out the possibility of a potential sale of its brands.

3 steps to managing holiday debt from a wealth expert

Irwin outlines three steps for tackling holiday spending debt, explaining that the first step is to "not to get overwhelmed by the fact that you have debt."

UBS’ Khan Says Diversification Is Key in Charged Environment

UBS relocated banker Iqbal Khan to Hong Kong last year

St James’s Place hands £5.2bn fund to Schroders in blow to Impax

Wealth manager looks for ‘a more balanced blend of investment styles’

Standard Chartered granted licence in Luxembourg to offer digital asset custody services

The new entity will serve as the regulatory entry point to the EU market to serve growing client demand

Saffery Trust Managing Director named one of 2025 50 Most Influential

The peer-nominated listing identifies leaders within the private client sector, taking account of their achievements over the prior year and potential for the year ahead.

UBS shuts down rep office, but remains committed to the PH through key subsidiaries

This move adds to the growing trend of global financial institutions reassessing their operations in emerging markets.

Liechtenstein’s LLB completes acquisition of ZKB Austria

The completion of the acquisition, which follows regulatory and anti-trust approvals, sees LLB taking over 100% of ZKB Austria's share capital.

Schroders awarded £5.2 billion sustainable investment mandate by St. James’s Place

This blend of value and growth investment styles will enable SJP’s investors to benefit from exposure to a diversified range of companies and opportunities.

Will gold continue to shine in 2025?

Gold as an asset class is commonly used as an insurance policy for when concerned investors sell their shares and a look for a ‘safe haven’ to store their wealth.

Which geographical markets should private banking be looking at in 2025?

Where in the world is leading the private banking sector this year?

Ogier’s global head of Private Wealth Matt Guthrie named in eprivateclient 2025 50 Most Influential

Matt’s inclusion in the definitive rankings follows a thorough judging process which considered candidates’ achievements and their impact on the profession in the past 12 months.

PE's Push Into Wealth Management: Lessons From The Banking Consolidation

The parallels are striking, and the implications for owners of illiquid assets such as family businesses and collections are profound.

Cerity Partners Welcomes Prio Wealth

The addition of Prio Wealth will deepen Cerity Partners' wealth management offerings for private and corporate clientele across the Boston metropolitan area.

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Wealth and Asset Management