Managers of Wealth

Lombard Odier wins two awards at the WealthBriefing MENA Awards 2024

This award recognises Lombard Odier as the leading international private bank with headquarters outside the MENA region.

Julius Baer sees gold and bitcoin risks on Trump Ukraine peace deal chance

The Swiss private bank remains bullish on US equities as its favoured play as investors turn more bullish following Donald Trump's red sweep, while maintaining negative on China.

Deutsche Bank named Asia Pacific’s M&A House of the Year by FinanceAsia

The win reflects the bank’s leadership and innovation across diverse sectors and markets, which has helped achieve the best outcomes for clients as they navigate an increasingly complex market environment.

Charles Russell Speechlys opens Italy office

Charles Russell Speechlys confirms the launch of a new office.

Quirin Private Bank Relies on Swiss 3rd-Eyes Analytics for Their Advisory Process and Services

With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.

Bain Capital completes acquisition of Envestnet

Transaction supports industry-leading wealth technology platform's next chapter as a private company

Indosuez wins Best Private Bank award in Luxembourg for the 4th consecutive year

These awards recognize excellence in private banking beyond financial expertise.

Felix Niederer: «True Wealth Now Manages 1.6 billion francs»

In an interview with finews.com, co-founder and CEO Felix Niederer discusses the company's development so far and his plans for the future.

MKC Wealth acquires Stockport and Urmston IFA firms

The deal adds 140 households with £70m of assets under advice (AUA) to MKC Wealth.

$29bn Wealthspire launches art investing and management program

Wealthspire kicked off its Art InSpired initiative earlier this month in New York City.

Hong Kong’s private wealth management industry returns to growth

KPMG today released the ninth annual Hong Kong Private Wealth Management Report co-authored with PWMA

Pictet Opens New Asia Desk

The move underscores Pictet's strategic importance to Asian markets.

Standard Chartered enhances digital wealth management

The latest upgrade to myRM allows clients to effortlessly manage their assets and seize investment opportunities, especially in offshore structured notes.

A triple crown victory for JPMorganChase

The firm was recognized as the World’s Best Bank, the World’s Best Investment Bank and the World’s Best Private Bank by Global Finance magazine.

Tavistock strikes deal for £3bn London DFM

The firm has acquired Alpha Beta Partners and at the same moved closer to selling its advice network to Saltus.

Taylor Swift’s ‘Fearless’ approach to wealth management

Taylor Swift’s rapid rise to billionaire status is more than just a headline-worthy Love Story.

UBS' New Architectural Jewel

With this new building, UBS aims to set new standards not only in architecture but also in wealth management.

WRISE Group Launches WRISE Prestige in the Middle East

New business segment builds on the success of WRISE Prestige Hong Kong

Morgan Stanley Identifies 6 Key Focus Areas for the Future-Ready Family Office

Morgan Stanley reports on the rising need for flexible structures in family offices

RBC named best private bank in Trinidad and Tobago

RBC made the announcement in a press release on November 19.

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Wealth and Asset Management