Managers of Wealth

Titan Wealth forms Titan Settlement & Custody

This formed part of the group's expansion to provide enhanced client to custody offerings alongside asset management.

WTW acquires stake in atomos, a leading advice-led wealth manager in UK

WTW’s investment follows a successful strategic alliance since 2022.

Santander Private Banking Expands Global Presence with First Regional Headquarters in DIFC

This team will serve current clients and extend the bank’s range of bespoke wealth management services to the rapidly growing high-net-worth and ultra-high-net-worth communities across Dubai and the region.

Jupiter swoops for £800m London funds boutique

UK fund house announces deal for investment unit and institutional assets of Origin Asset Management as it seeks to build scale in emerging markets.

Brown Advisory and Polar Capital sales veterans form new business

Henry Francklin and Charles Empson have set up fund distribution business Hermod Capital.

ClearEstate and IG Wealth Management Announce Partnership

IG Wealth Management and ClearEstate partner to provide Canadians with a modern estate planning experience to protect legacies

Praemium unveils HNW solution for advisers

Praemium said this new offering “sets a new standard for private wealth management” and reinforces its commitment to “delivering excellence and growing significant market share in this segment”.

Canaccord Genuity completes acquisition of Cantab Asset Management

Investment professionals and support staff at Cantab will keep existing roles

Asset managers expect new consolidation push

A good 5 percent of survey participants even assume that half of the independent asset managers in this country will disappear

Citywire Americas International Wealth Management Awards 2024 – Votaciones

The time has come to elect the best bankers and investment advisors in the region. Voting is officially open.

Wealth management developments in China

Recent legal amendments including stricter taxation measures point to a clear need for sound planning strategies to preserve wealth

UBS renames Luxembourg arm after Credit Suisse merger

This merger follows UBS’s acquisition of Credit Suisse and is part of the broader consolidation of their fund management operations.

Why wealthy families are keeping it real

According to the 2024 Aviva Investors study, 64 per cent of institutional investors globally see diversification as a primary reason for allocating to real assets.

UBS Empowers Female Entrepreneurs with its fourth annual Female Founder Award

The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.

RBC Wealth Management adds new division head with an eye on growth opportunities in the western U.S.

The move to four divisions is a strategic decision to position the firm to take advantage of the tremendous growth opportunities, particularly in the western U.S.

Understanding after-tax performance & reporting in wealth management

Overlooking these implications can lead to distorted evaluations of investment attractiveness and growth potential.

Where are wealth holders moving to?

Until recently, there were estimated to be over 60,000 so-called ‘non-doms’ in the UK.

A three-point plan to build hedge funds into portfolios

Hedge funds can provide returns that are lowly correlated to traditional stocks and bonds.

Macquarie Asset Management agrees to acquire ZITON, a specialist in offshore wind O&M services, from Permira Credit

The European offshore wind market is currently the largest in the world and it continues to play a key role in securing the region’s energy security and transition.

UAE-headquartered wealth manager GSB eyes Swiss expansion

Russell Hunter has already been hired from Schroders Private Bank to run Swiss operation once licence approved

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Wealth and Asset Management