Managers of Wealth

Lombard Odier to close private markets evergreen fund

The closure of the semi-liquid fund comes following a review which decided that it is unlikely to see significant growth.

SJP calls for profession to ‘evolve’ as it hits 1,000 female advisers milestone

SJP has reached this milestone amidst what is seen to be the biggest wealth transfer to women in history, with women now projected to be holding over half of the UK’s wealth.

Wealth managers trapped in transformation illusion

While private banks talk endlessly about their digital transformation agenda, many are simply applying ‘tech lipstick’, which pastes AI tools onto creaking platforms

The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry

Exclusive tool for fiduciary wealth management firms measures both governance control and technology sophistication across 70 diagnostic questions

Mercer Advisors Launches National Women & Wealth Practice

Executive Managing Partner Laura Combs to lead firm’s efforts to deepen its industry-leading commitment to championing Economic Freedom™ and fiduciary excellence for women

Chubb Wealth debuts in Hong Kong’s growing private wealth market

Chubb-backed platform targets professional investors with curated global funds and exclusive private market strategies

Raymond James Sees Cross-Selling Ban as a Plus in Attracting Advisors

Raymond James Private Client Group President Tash Elwyn echoed CEO Paul Shoukry’s aversion to cross-selling, saying recruits to the firm feel clients are left out in such product pushes.

Rothschild & Co Earns Significantly Less

The bank generated net new money of 802 million francs there, of which well over 535 million francs were recorded in the first half of the year.

Interest rate cuts weigh on the results of Bank Zimmerberg

Annual profit amounted to 3.2 million francs, slightly below the previous year's figure of 3.4 million francs.

Techcombank Private affirms leadership in wealth management

These metrics underscore its commanding market position and unwavering client confidence.

Zurich cooperative bank slows down loan growth

The series of financial statements from regional banks illustrates just how many institutions of this category still exist in Switzerland.

Catella and Pictet Alternative Advisors launch a joint venture to expand their development activities in Copenhagen

The partnership reflects both parties’ strong belief in the Nordic and Copenhagen residential market.

David Ferguson: AI panic, or architectural reckoning?

The narrative was swift and familiar: artificial intelligence is coming for advice.

How Black entrepreneurship is reshaping wealth advice

Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.

Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally

But which Canadian banking brand leads in the new rankings?

BEA International Bank Goes Live with Temenos SaaS to Support European Expansion

The French subsidiary of Banque Extérieure d’Algérie has adopted Temenos Core and FCM as SaaS to rapidly launch and scale banking services in France.

The 28-year-old Coutts adviser that joined SJP to set up own firm

Backed by St James’s Place, Celeste Leverton is targeting emerging entrepreneurs as clients for her new firm, arguing this segment often gets overlooked by the wider market.

From inheritance to stewardship: how the next generation is redefining wealth management

Globally, estimates are even higher, with tens of trillions of dollars set to change hands in the next two decades.

TISE’s Head of Jersey Office Wins Gold Award At Citywealth Powerwomen Awards Int

The prestigious Citywealth Powerwomen Awards spotlights individuals and companies that support female leadership and celebrate diversity, champion women in the financial services industry and highlight the female leaders of today and tomorrow.

UK wealth business' Henley office up for £600k sale after profits nosedive

The property is vacant with a business rates value of £22,500.

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Wealth and Asset Management