Managers of Wealth

Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration

This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.

Backing Britain’s entrepreneurs: our UK CEO, Mark Goddard, on the next generation of wealth creators

The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.

Citigroup names new co-head of mergers and acquisitions from JPMorgan

Guillermo Baygual will work alongside Drago Rajkovic, another ex-JPMorgan executive who joined Citigroup in June, an internal memo said.

Utmost Wealth Solutions: HY 2025 Trading Update

Utmost Wealth Solutions records £5.3bn in gross inflows, grows AUA to £107.1bn and extends its market leading position in HY 2025

UBP private markets deputy head exits for Apollo

Gaetan Aversano joins the alternatives asset management giant in Zurich.

Tatton, Inflexion and Hogarth back new consolidator with £115m

The new advice consolidator has already completed its first acquisition – Absolute Financial Management, based in Kent

LLB successfully concludes share repurchase programme

There are no plans to cancel the repurchased shares.

Future-Proofing Wealth Management in Thailand: Avaloq’s Client-Centric Blueprint for Scalable Success

He shared the six interconnected pillars that are critical for building a competitive edge – market insight, segmentation, service modelling, operational enablement, digital engagement, and platform readiness.

“That’s why we founded Blackstone University in Zurich”

Ms. Madan, Blackstone recently announced that it will invest up to $500 billion in Europe over the next ten years.

UBS Slips After Shareholder Sells $621 Million Stake

The price was a 1.4% discount to the bank’s closing price of 31.91 Swiss francs on Monday.

Power to the people: investing in energy dynamics

Washington’s increasing desire to penalise rival economies, including China and India, for transgressing an apparently arbitrary set of rules, will be a major determinant of returns

Goldman Sachs champions legacy planning as US$6.1 trillion wealth transfer looms in Asia

For family-owned firms in Asia-Pacific, legacy planning is crucial to ensure business sustainability, US bank’s Carra Cote-Ackah says

AWAG expands wealth management deal with new JV

ASX-listed firm The Australian Wealth Advisors Group announced it has entered into a new joint venture to launch a wealth management services firm, OneLedger Wealth.

Ollie Grant private wealth selected as top wealth management practice to watch by IAOTP

Ollie Grant will be honored at the International Association of Top Businesses and IAOTP's annual awards gala in Las Vegas

BlackRock and Vanguard lead US ‘super league’ dominating Europe

Regional expansion by group of US-based asset managers far outstrips local sector’s growth

Canaccord Genuity Group Inc. reports first quarter fiscal 2026 results

Excluding significantitems, quarterly earnings per common share of $0.13 (1) First quarter dividend of $0.085 per common share

HSBC Adds UK Office Space in Canary Wharf

According to a separate memo, the British lender said that it will move staff into the new office from early 2027

Wrise SG boss Teng seeking M&A targets amid recent activity

The external asset manager reported a strong double-digit jump in revenue over the last 12 months, benefiting from the group's increasingly diverse business mix.

Julius Baer hosts sixth edition of next-gen event in Singapore

The Young Partners Asia programme featured entrepreneurs from Chiu Teng Group, FNA Group International and Far East Flora Market.

Former Julius Baer veteran resurfaces at LGT Dubai

The banker is well known in the NRI circuit, where she has worked in several places including BNP Paribas.

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Wealth and Asset Management