Managers of Wealth

Luxembourg private bank shuts Hong Kong business

Banque Internationale à Luxembourg becomes the latest European bank to shutter its Hong Kong business amid a tough economic backdrop in the city.

Hong Kong relaxes investment requirements to lure family offices

The government is more closely aligning the new capital investment entrant scheme and family office tax incentives to attract assets.

BIL Closes Hong Kong Office

As part of this restructuring, the bank is withdrawing from a key financial hub in Asia.

Government updates ownership strategy for SGKB

The ownership strategy serves the government as a management tool for controlling the canton's majority shareholding in the SGKB.

Why Banque Heritage is offboarding a third of its selected funds

The Geneva- headquartered private bank is also incorporating more quantitative elements into its fund selection process.

Citi Wealth Releases Outlook 2025 - Growth Amid Discord: Strategies for a "Rule-Breaking" Expansion

Having defied usually reliable recession signals, the global economic expansion is expected to continue in 2025 and 2026.

Annual finance update to explore global business opportunities

Following an opening address from Chief Executive Rupert Pleasant, Guernsey Finance's international Business Development team will take to the stage to discuss the current trends and business opportunities in their respective jurisdictions.

Four keys to better thematic investing

We see thematic investing as an essential component clients can incorporate into their long-term investment strategy.

Foster Denovo adds £87m AUA with acquisition of Verum Wealth

It marks the firm’s seventh acquisition in just over a year

Private banks must address the credibility gap

Advisers were remunerated entirely on a variable basis: the more revenue they generated, the higher their compensation on an ascending scale.

UK retail equity ownership the lowest in the G7 as abrdn urges action

abrdn has called on the government to address the UK’s risk culture and boost retail participation in financial markets

Julius Baer to sell its domestic Brazilian business to BTG Pactual

Julius Baer will continue to service Brazilian clients out of other locations and as such, the Brazil International business remains unaffected.

Private Markets: Is Switzerland Just Getting Started?

If you plan to discuss private markets with Bernd Pfister, you’ll need plenty of time.

Vaduz wealth manager rebrands

Nautilus Wealth Management remains focused on customised support for clients and mandates for asset management, investment reporting and investment control.

Azets Wealth Management to acquire chartered financial planner

Azets is an international business advisory group, with 9,000 local experts in 190 locations across six countries

Singapore fund Paragon opens Hong Kong office to reach more wealthy clients

Fund manager sees Hong Kong as an ideal wealth management hub to reach more wealthy clients in the Greater China region

Budget can spark wealth management reforms in UK

Now the dust has started to settle on the biggest financial policy shake-up in over a decade, let me explain why.

UBS attests SNB an "extraordinary year"

The balance sheet profit has therefore probably reached the necessary size for the federal government and the cantons to expect a distribution.

CaixaBank Group and Asset Management Divisions Reinforce Commitment to Responsible Investing

In 2024, a total of 3,051 signatories reported, managing “nearly $89 trillion in assets, underscoring the international significance of this initiative.”

Santander’s Asset Management Business Closes the Year at Record Levels

This performance suggests that by 2024, the company could exceed €17 billion in net inflows, compared to €9 billion in 2023.

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Wealth and Asset Management