Managers of Wealth

LLB successfully concludes acquisition of ZKB Austria

The authorities had previously granted regulatory and anti-trust approvals.

The banks' retreat

This is primarily due to the former Capuchin monastery.

Investing in the US: key trends for Latin American wealth

Regulatory changes to investment diversification are helping drive this interest.

Switzerland and the new world order

So as a new era begins, it is worth asking how Switzerland’s finance industry can continue to prosper in this fractured landscape.

Titanbay wins outstanding wealth technology provider (middle office) at the Private Banking & Wealth Management Awards 2024

This prestigious event brings together the best in private banking and wealth management to recognise the game-changers—the platforms, solutions, and teams that are truly raising the bar.

Carolyn Leng on CGS International’s Ambitious Private Wealth Strategy in Asia and Beyond

CGS International is making waves across the region with a mission to provide digitally integrated, bespoke advisory services to its high-end clients, especially SE Asia’s dynamic entrepreneurs.

Fifth Third Private Bank Recognized as Best Private Bank by Global Finance for Sixth Consecutive Year

The honors were announced by Global Finance for the 2025 World’s Best Private Bank Awards.

Bellevue Group Opens Subsidiary in Singapore

The asset manager plans to gradually expand the current team for Asia.

Bank of America Forms Specialist Group Serving the Ultra-Wealthy

The roughly 25 specialists will help Merrill financial advisors and their clients navigate financial needs including loans, estate planning and investment management.

Sanctuary Wealth Begins 2025 with Recruitment of Hillguard Wealth Management, a $700 Million International Firm

Led by Marcello Zaffaroni and Juan Martin Campuzano, the Miami-Based Firm Joins Sanctuary from Truist Wealth for Enhanced Support and Growth Opportunities

Wealth managers drive record M&A surge as UK deals climb 26% in 2024

UK wealth and asset management deals rose from 107 in 2023 to 122 in 2024

SNB restarts dividend payments after CHF 80bn profit

The 2024 results mark the central bank’s first annual profit in two years.

Impax shares suffer after drop in assets under management

Impax shares fell 3.4% to 234.33 pence each in London after Thursday morning's announcement.

Brookfield Asset Management Announces Renewal of Normal Course Issuer Bid

Brookfield Asset Management will pay the market price at the time of acquisition for any Class A Shares purchased or such other price as may be permitted.

Perigon Wealth Management Deepens Goldman Sachs Relationship

New Custodian Addition Brings Advisor Flexibility and Choice through Streamlined Services for RIAs

Rothschild & Co Wealth Management Switzerland wins award for 'Outstanding UHNW Offering'

Held in Zurich, this event celebrated innovation and excellence in the realms of private banking and wealth management.

Merrill Wealth Management forms advisory group to serve UHNW clients

The new group will help advisors build tailored portfolios for clients with custom asset allocation and multi-asset strategies.

BEA China Redefines Wealth Management

The Bank’s newly launched Mobile Banking App is a pivotal step of this transformation journey.

Nuveen targets wealth business as part of ME expansion

The American asset manager is betting on the growing family office and larger wealth space as part of its expansion into the Middle East region.

Growth of new hubs challenges Swiss private banking stalwarts

In this dynamic environment, wealthy families have much more diversity in their choice of centres.

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Wealth and Asset Management