Managers of Wealth

InvestCloud Introduces Private Markets Account™: A Wealth Management First

Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management

Wealth managers seek to break down philanthropy barriers

Philanthropy plays a unique role by fostering innovation and amplifying nonprofit efforts

Citigroup’s co-head of Iberia Revuelta to depart the US bank

The Wall Street bank has continued to shake up its senior dealmaking ranks

Five top tax-saving tips for 2025

These are our five top tax-saving tips for 2025 to help you make the most of your money.

Zurich-Based Financial Boutique Records Significant Growth in RFPs

Zwei Wealth has recorded a substantial surge in demand in the Request-for-Proposal business.

Close Brothers Group investors are sitting on a loss of 82% if they invested five years ago

The recent bounce might mean the long decline is over, but we are not confident.

Where Is Wealth Management Heading?

This approach, inspired by Jeff Bezos’ framework for building resilient businesses, helps us understand how certain elements of the industry will remain stable despite whatever the future brings.

Intesa Sanpaolo aids Italian Exhibition Group development

Italian Exhibition Group is an Italian company in the organisation of international trade fair events.

Frontier Asset Management Selects SEI to Launch Active ETFs

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

New Inheritance Law Boosts Swiss Hub

While this arrangement may seem straightforward, it often posed challenges in complex cases.

SJP’s rollercoaster year, Evelyn’s takeover: FN’s top wealth management stories of 2024

From SJP’s tumultuous year to the sector’s biggest M&A deals and sit-downs with private banking bosses, FN looks back at our biggest stories this year

St James’s Place International joins AILO

St James’s Place re-joined the FTSE 100 earlier this month

Mashreq: how to manage wealth through geopolitical uncertainty

Interest rates have profoundly influenced the strategies adopted by private banking clients over the past year.

Is Radicant Bank Changing Hands?

The market entry of Radicant Bank was anything but smooth. From the beginning, the project faced political criticism.

UBS gives up CS's prestigious headquarters

Schwanenplatz in Lucerne's old town is one of the most exclusive and expensive locations not only in the region, but also nationally.

Societe Generale Private Banking - Private Banking and Wealth Management Operations Competitor Profile 2024

Examine Societe Generale's financial performance, key ratios, and assets under management growth.

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

As global interest rates decline, investors generally adopt a more favorable outlook on the broader economic environment

Nordea Private Banking Competitor Profile 2024 - Marketing strategy, Social media presence and Digital innovations

Examine Nordea's financial performance, key ratios, and assets under management growth.

Coutts CIO weighs private assets move

While Fahad Kamal says it is impossible to ignore the return profile of private assets, the lack of liquidity remains a concern.

Despite FOMC market reaction asset managers still favour risk assets

BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.

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Wealth and Asset Management