Managers of Wealth

‘We’re just not very good at it’: Why bankers and wealth managers are struggling to work together

Some of the City’s biggest banks are looking to maximise links between dealmakers and wealth managers in an attempt to boost margins

Green Wealth Partners rebrands to LeoVest Partners

LeoVest Partners AG is known as a new force in Swiss wealth management.

Objectway: Growing Demand for As a Service Models

In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.

St James’s Place set to re-enter FTSE 100

SJP’s share price has rise more than 70% in the past six months

HSBC expands cross-border payments reach with enhanced Global Money Transfers service

This enhancement triples HSBC Singapore’s cross-border payment capabilities, adding 50 new destinations and 40 new currencies.

Natixis IM enters talks with Generali over asset management tie-up

French banking group BPCE has been assessing options for its $1.4tn fund management division

Citigroup awards special retention bonuses for dozens, Bloomberg News reports

Andy Sieg, who was hired last year by the lender, said the unit's recent results are starting to take hold

Alternative Investment Platforms for Wealth Management: A Solutionscape

Wealth managers, family offices, and HNW/accredited investors are increasing their allocations to alternatives to achieve greater diversification, hedge against inflation, and gain higher returns.

Charles Russell Speechlys opens Milan office targeting UHNW clients

London-based firm hires duo from tax boutique Maisto e Associati to launch first Italian office

Evelyn Partners announces sale of Professional Services business to funds advised by Apax

The transaction, which is subject to regulatory approval, is expected to complete in the first quarter of 2025.

Canaccord explores options for UK wealth management business

Canaccord and UK-based advisory firm Fenchurch Advisory Partners are assessing the future of Canaccord Genuity Wealth Management UK, the report said.

Raiffeisenbank Region left Lake Zurich opens new branch in Siebnen

The new branch will be a modern advisory bank.

Blackstone Buys Into Santander’s $1 Billion Loan Portfolio

Santander has embarked on a push to improve returns on capital.

Barclays to establish new Private Banking booking centre in Singapore

The new booking centre reinforces Barclays Private Bank’s commitment to expanding in Asia

Citigroup CEO Jane Fraser on Hong Kong’s enduring charm and strategic role

A potential trade war will not alter the US bank’s expansion plans in Asia, or Hong Kong’s importance, Fraser says in an exclusive interview

Singapore is a prime business location for the world’s wealthiest entrepreneurs

Singapore’s stability, business-friendly regulations, and sophisticated investment ecosystem make it a preferred choice for global HNW and UHNW entrepreneurs.

MAG Wealth Management takes over Ovation Wealth Advisors

The deal is said to introduce a new model for advisor growth and succession planning within the private banking sector.

Fairstone Ireland swoops for financial planning firm

The deal marks Fairstone Ireland’s sixth strategic acquisition, solidifying its presence in the North West region.

London forum promotes island as leader in wealth management

The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.

Andrea Orcel's Unicredit also wants to grow in its home market

The Italian major bank Unicredit is not only targeting the German Commerzbank, in which it holds a good 20 percent of the shares via derivatives.

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Wealth and Asset Management