Managers of Wealth

With the tech juggernaut slowing down, where next for investors?

The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.

LGT to create Region EMEA

The new setup will become effective as of 1 January 2023.

Lumin Wealth completes acquisition of Ashridge Financial Management

The acquisition builds on Lumin’s strategy of partnering with like-minded advisers who share the same high standards and commitment to client-centric solutions.

PE-backed advice company buys Beaufort Group

Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning

Credit Suisse Looks to Simplify its Capital Portfolio

Credit Suisse is seeking to redeem is a 7.125% high-trigger Tier1 capital instrument with a first optional redemption date of July 29.

Pictet predicts asset allocation ‘shake up’ over next five years

Firm says emerging markets and alternatives can achieve double-digit returns

What the next generation of millionaires want from their wealth management firm

It found that millennials coming into wealth are far more price-sensitive than the previous generation, especially in a bear market.

The Private Banking Awards 2022 winners announced!

Both Santander and BNP Paribas Wealth Management left with two awards a piece.

Banks: farewell to the penalty interest billion

Apparently, the SNB now considers the risk of excessive inflation to be greater than the risk of the economy weakening as a result of higher interest rates.

BMO EMEA to be rebranded as Columbia Threadneedle Investments

Follows £615m acquisition

HSBC AM expands alternatives arm with capital solutions unit

The unit will offer flexible capital solutions in private and sustainable assets for HSBC Asset Management institutional and wealth clients.

Second year in a row, Indian funds in Swiss banks rise; at 14-yr high in 2021

India and Switzerland had, for automatic sharing of financial account information, signed a Joint Declaration on November 22, 2016 for activation of AEOI in tax matters between the two nations.

Apex Group announces acquisition of ZASMalta

ZAS’ clients will now benefit from access to Apex’s single-source solution, including services such as Global Compliance Solutions, ESG Rating, Reporting & Advisory and Digital Banking.

Icon Wealth Partners to Join Focus as a New Partner Firm, Broadening Focus’ Presence in the Texas Wealth Management Market

Icon Wealth Partners has built its reputation by serving and advising a select group of high net worth families, business owners, corporate executives, law firms and foundations throughout the United States.

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Wealth and Asset Management