Managers of Wealth

Thriving in a fast-evolving market

Channel Islands Wealth Management Insights 2024

GKB launches global equity and sovereign bond ESG funds

The cantonal bank believes that companies which take positive climate action will be more successful than their competitors in the longer term.

UniCredit enters into additional instruments relating to Commerzbank shares and increases aggregate position to ca. 28%

The authorization process is now activated, and interactions with authorities ongoing.

Canaccord opens new office in Birmingham

Push for Midlands wealth market driven by three new hires and fresh office space in centre of UK's second biggest city.

JBWere expands fixed income offering powered by UBS Asset Management

The new suite of strategies, designed exclusively for JBWere’s wholesale clients, provide access to expertly managed defensive assets at a time of increased demand for sophisticated fixed income solutions.0

Younger high-net-worth Americans are more likely to prefer living wealth transfers, says Schwab

Survey of US millionaires unpacks demographic divides, with millennials and Gen Xers more than twice as likely as Boomers to share their fortunes while alive.

Wealth manager of the year: Tribe Impact Capital

To stay ahead of the competition, it has continued to innovate by investing in new measurement and engagement strategies.

Jonathane Ricci and JR Wealth Management Empower Clients to Create Lasting Impact with Strategic Charitable Giving.

Jonathane Ricci leads the firm in offering a unique approach, merging managed legal expertise with profound philanthropic understanding.

Van Lanschot Kempen will move to the Breitner Center in Amsterdam in 2027

The modernisation and sustainability upgrades of the Breitner Center are scheduled to be completed by the end of 2026.

Where the Havilland liquidation is lagging

The process is monitored by the Swiss Financial Market Supervisory Authority (FINMA) and the Financial Market Supervisory Authority of the Principality of Liechtenstein.

Evelyn Partners team complete a sale of Utopia Distribution Services Limited to DP World Logistics UK Limited

DP World is committed to playing its part in ensuring the continued success and growth of the physical music and home entertainment sectors in the UK.

UAE family offices to take centre stage in global wealth management

The UAE has a highly favourable tax regime, but is that all it has going for it?

Opto Investments Launches Planner Tool

The addition is one more step toward simplifying the complexity of private market investments for advisors.

HPS Investment Partners strikes partnership with Endowus

Endowus' private wealth clients can now access HPS Investment Partners' evergreen private credit solution, ahead of BlackRock's acquisition of HPS, set to close by mid-2025.

UPP and Deutsche Bank secure £110m sustainability-linked loan

UPP’s first sustainability-linked financing integrates ambitious environmental goals.

Savant Wealth continues specialist acquisitions with $536M AUM boutique RIA

Acquisition marks the national firm's first entry into New York State.

Top China wealth manager expands to Japan as home market stalls

Noah targets growing population of Chinese buying property and residing there

Thai Wealth Management in Transition: KKP's Strategic Vision for 2025

Private wealth management in Thailand has continued to evolve toward reducing local market bias, driven by the limited breadth and depth of local opportunities.

Private Banking Awards Switzerland 2024 winners revealed

A variety of firms were rewarded during the evening.

Citadel Credit Union Announces Partnership with Cetera Financial Group to Power Wealth Management Programs and Enhance Member Experience

The selection reflects Citadel's dedication to providing world-class solutions to empower members' financial well-being while fostering a culture of excellence within its wealth management division.

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Wealth and Asset Management