Managers of Wealth

IAM Valeur Group buys two Swiss companies

All staff at Anova Partners and Mayfair Financial Services will be retained, taking the group employee count to 90.

BlackRock targets private credit growth with $12 bln HPS acquisition

BlackRock CEO Larry Fink has previously outlined private credit to be a "primary growth driver" within alternatives for BlackRock in coming years.

“Putting the client at the centre of our approach”

The country has a number of solid assets to offer these families, starting with its multiculturalism and multilingualism.

Singapore's DBS hires private bankers for rich Russians as rivals balk

The bank’s stock rose to another record high on Tuesday, outpacing gains at rivals.

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

Standard Chartered exploring potential sale of wealth and retail banking units in Botswana, Uganda and Zambia

Standard Chartered states that the move aligns with the “refreshed strategic priorities” outlined in its third quarter 2024 results.

Navigating the Future of Private Wealth Management: Insights from Harn Tan of RBC Wealth Management

His insights covered emerging investment themes, the role of fixed income, and the increasing demand for customised portfolio strategies in a high-rate environment.

Singapore banks expect wealth management, loans to drive earnings momentum

The biggest lender by assets in Southeast Asia notched quarterly earnings above S$3 billion for the first time.

J. Safra Sarasin Group Completes the Acquisition of MIV Asset Management AG

MIV will maintain its existing investment strategy and organisational structure to ensure solid performance and uninterrupted service for clients.

Another cantonal bank joins AMAS

This means that nine cantonal banks are now members of the association.

Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning

The acquisition will enhance the Group’s financial planning capability and enhance its presence in East Anglia.

Citigroup Exits Asian Retail Banking Market In Shift To Wealth Management

The move has reshaped markets and sparked conversations about its impact.

BNP Paribas Wealth Management presents its five most relevant investment themes for 2025

Finally, the AI investment wave and the will for energy transition will create new opportunities in the Healthcare, Energy and non-tech sectors that can put AI models to profitable use.

The Greening Jersey Trust

The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.

Rothschild & Co wins in three categories at this year's Mergermarket European M&A Awards

These awards reflect Global Advisory’s unrivalled levels of M&A activity in these markets over the last 12 months.

Söderberg & Partners takes stake in three more UK advice businesses

With over £3bn in assets, Hoyl is renowned for building long-lasting client relationships and consistently delivering high-quality financial advice to the highest professional standards.

LGT Bank receives top marks in this year’s quality tests

At the Handelsblatt Elite Report awards ceremony yesterday in Salzburg, LGT once again secured a spot among the top ten elite wealth managers in German-speaking countries.

Commerzbank Asset Manager Yellowfin launches mixed fund

It is the first mixed fund that Yellowfin manages for Commerzbank's wealth management.

‘Our wealth management services are strengthened by the backing of the Mauritius IFC’ – Carrick Wealth

The Mauritius VCC ringfences each sub-fund or SPV assets and so prevents cross-contamination of risk.

Endowus Launches First Brand Campaign to Transform Wealth Management Landscape in Hong Kong

The large-scale campaign was created with VML Hong Kong

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Wealth and Asset Management