Managers of Wealth

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

DBS India rolls out enhanced wealth management offering

The latest initiative targets high-net-worth individuals as well as non-resident Indians.

DFMs’ trapped clients set for crunch meeting after custodian collapse

IBP Markets held £653m in its custody services business when fell into special administration last year, following FCA restrictions over financial crime risks.

Strive Asset Management expands into anti-ESG direct indexing

The company, co-founded by Vivek Ramaswamy, has agreements to offer the service via Charles Schwab and Fidelity

Preparing The Next Generation For The Great Wealth Transfer.

As younger generations prepare to inherit potentially life-changing sums, the need for education, meticulous planning and responsible stewardship is growing ever more acute.

Rich Ranking: How the banking families and managers fared

This year, the trial of several members of the Indian Hinduja family of entrepreneurs, who were on trial in Geneva for exploiting their domestic workers, made headlines.

Client experience – trends and developments

Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting

Standard Chartered explores the sale of a small number of businesses to boost investment in its affluent franchise

The Group will concentrate its resources in these markets on serving the cross-border needs of global corporate and financial institution clients.

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Wealth and Asset Management