Managers of Wealth

The gold rush continues

We note that central bank gold purchases have fallen since the beginning of June.

Tavistock sells advice network to Saltus in £38m deal

The deal, first revealed by Citywire in June, will see Tavistock Partners sold to Saltus.

The importance of experimentation

Adapting to change isn’t easy – it requires a willingness to experiment, get things wrong and reflect honestly about what you need to do to improve.

Wealth managers expect AI to transform their business

About nine in ten investors believe AI can be used effectively for researching financial products and services

Will China’s mega stimulus package impact the global economy?

The measures were just announced, and further policy decisions are expected.

UBS reportedly in discussions with India's 360 ONE over JV

The deal could involve a 26% stake in the Indian wealth manager and would give the Swiss bank a much-needed boost in India.

Hong Kong a magnet for Asia’s rich as diverse investment options boost Citibank’s clientele

High-net-worth individuals from mainland China and Asia use Hong Kong to invest their wealth as they seek wider investment choices and better returns

We will never open a bank, says Avaloq CEO Greweldinger

Many fintech firms seek banking licences to boost valuations, which leads to easier funding access and smoother exits. This, however, is not Avaloq’s strategy.

Altum Group Achieves Double Honour with Two Trustees Named in Citywealth’s Top 25 Under 40

The inclusion of Joanna and Suzanne reflects not only their individual achievements but also Altum Group’s commitment to nurturing top talent and delivering world-class service.

Gabriele La Monica: «Andrea Orcel Will Succeed»

The Germans, and partially the French, are used to seeing Italy as a discount store where they can buy interesting brands at low prices.

Citi Private Bank uncovers family offices top priorities

Navigating Interest Rate Evolution, Asset Preservation and Meeting Family Expectations

Compliance specialist starts her own business

The company specializes in outsourcing compliance and risk management functions for asset managers in Switzerland and Liechtenstein.

Kingswood group assets rise 8.3% as losses reduce

The statutory loss before tax for the period was £5.9m, an improvement of £3.9m against the restated comparable period last year

Family offices, ultra high net worth investors eye private equity

The interest from these two investor groups could bolster fundraising over the next few years.

Deutsche Private Bank shakes-up investment arm

The private bank sets up a new division focusing on ultra-high-net-worths, family offices and other professional clients.

Ninety One makes final close European private credit fund at €150m

The fund aims to provide “tailored asset-based private credit solutions to underserved non-sponsored borrowers in European mid-markets”.

Citywire Awards: Vote for Switzerland’s best private bankers

The first edition of the Citywire Switzerland Private Banking Awards will reward individual bankers and high-quality banks.

Millennials still have time to build wealth—but they need to ‘start now,’ says money expert

But now, with the oldest members of the generation approaching their mid-40s, it’s past time for them to take investing seriously in order to build wealth.

Pitcher Partners executives launch advice firm

Viola serves as executive chair and adviser.

2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds

Individual investor ownership and voting is rising

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Wealth and Asset Management