Managers of Wealth

SimplyBiz Mortgages launches high-net-worth support proposition

The HNW proposition also provides access to selected GI insurance partners

Banks expand wealth management beyond finance

Against this backdrop, managing the assets of high-net-worth individuals has emerged as a key strategy for banks to generate revenues.

Barclays: Private Markets Annual Report 2024

Welcome to our Private Markets Annual Report 2024

How to prepare portfolios for the fourth quarter

Market sentiment has also proven fragile, and investors will face a range of challenges in the final quarter of 2024.

August Benz: Swiss Financial Center Amid Geopolitical Risks

These attributes have enabled the Swiss banking sector to establish itself as a safe haven for investors and companies.

Schroders Solutions selected by Merseyside Pension Fund to manage £3.8 billion equity protection strategy

The strategy enables the scheme to maintain its equity exposures in order to meet its long-term performance objectives, while effectively managing downside risk.

High-income segment of fixed income in favour

The outlook for the asset class is supported by the shifting bias of central banks as they start reducing the level of policy restrictiveness.

Golden Visa Boom: Malta, Spain, Montenegro, Antigua & Barbuda, Grenada attract interest from HNIs for citizenship

The country's appeal is evident in its growing foreign resident population, which exceeded one million in 2023, representing over 10% of the total population.

Revolut Chair, Others Eye Buying Monaco’s Banque Havilland

Murphy said the investors aim to “restore the trust” of the bank’s clients and staff after last month’s news of the license forfeiture.

Hong Kong's DL Holdings looks to acquire $2.6bn Singaporean wealth firm

The unnamed target firm is founded in 2008 and has over 400 clients to date, with significant presence in Singapore and Dubai.

Citi’s Global Head of Wealth Visits Hong Kong

Citi’s New York-based head of wealth, Andy Sieg, recently visited Hong Kong

How should I position for lower interest rates?

With more rate cuts ahead, we think investors should consider assets that can offer more durable income than cash.

LO Women Invest

This new publication offers a review and outlook of financial markets and will provide regular, practical information on various investment fields, including building knowledge in areas such as sustainability and private assets.

BNP Paribas signs an agreement with HSBC for the acquisition of their Private Banking activities in Germany

The closing of this transaction is expected during the second semester of 2025, once regulatory approvals have been obtained.

Stifel Mulls Buying B. Riley’s Wealth Unit for $100 Million–Report

The purchase could add around 400 independent and employee brokers to Stifel’s roughly 2,400 and would fit with Stifel CEO Ron Kruszewski’s pattern of opportunistic acquisitions.

Fidelity and Abrdn among backers of new investment platform trade body

Although most UK investment platforms are already members of other associations, the new body aims to address issues specific to the £800bn industry.

UBS renews its partnership with Mercedes-AMG PETRONAS Formula One Team

The bank has been part of the Team’s partner family since 2011, during which time the team has successfully clinched seven Drivers’ and eight Constructors’ World Championships.

Private Banking Awards 2024: Recognizing Excellence in Wealth Management

This year, 21 providers participated, with peers evaluating each other’s performance, ensuring an independent and objective ranking.

Santander Private Banking expands global presence with first regional headquarters in DIFC

It will provide services for high-net-worth and ultra-high-net-worth individuals in the Middle East

Carmignac enters private markets with launch of Article 8 PE strategy

The Carmignac Private Evergreen fund will be run as part of a strategic partnership with secondaries firm Clipway

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Wealth and Asset Management