Managers of Wealth

3 steps to managing holiday debt from a wealth expert

Irwin outlines three steps for tackling holiday spending debt, explaining that the first step is to "not to get overwhelmed by the fact that you have debt."

UBS’ Khan Says Diversification Is Key in Charged Environment

UBS relocated banker Iqbal Khan to Hong Kong last year

St James’s Place hands £5.2bn fund to Schroders in blow to Impax

Wealth manager looks for ‘a more balanced blend of investment styles’

Standard Chartered granted licence in Luxembourg to offer digital asset custody services

The new entity will serve as the regulatory entry point to the EU market to serve growing client demand

Saffery Trust Managing Director named one of 2025 50 Most Influential

The peer-nominated listing identifies leaders within the private client sector, taking account of their achievements over the prior year and potential for the year ahead.

UBS shuts down rep office, but remains committed to the PH through key subsidiaries

This move adds to the growing trend of global financial institutions reassessing their operations in emerging markets.

Liechtenstein’s LLB completes acquisition of ZKB Austria

The completion of the acquisition, which follows regulatory and anti-trust approvals, sees LLB taking over 100% of ZKB Austria's share capital.

Schroders awarded £5.2 billion sustainable investment mandate by St. James’s Place

This blend of value and growth investment styles will enable SJP’s investors to benefit from exposure to a diversified range of companies and opportunities.

Will gold continue to shine in 2025?

Gold as an asset class is commonly used as an insurance policy for when concerned investors sell their shares and a look for a ‘safe haven’ to store their wealth.

Which geographical markets should private banking be looking at in 2025?

Where in the world is leading the private banking sector this year?

Ogier’s global head of Private Wealth Matt Guthrie named in eprivateclient 2025 50 Most Influential

Matt’s inclusion in the definitive rankings follows a thorough judging process which considered candidates’ achievements and their impact on the profession in the past 12 months.

PE's Push Into Wealth Management: Lessons From The Banking Consolidation

The parallels are striking, and the implications for owners of illiquid assets such as family businesses and collections are profound.

Cerity Partners Welcomes Prio Wealth

The addition of Prio Wealth will deepen Cerity Partners' wealth management offerings for private and corporate clientele across the Boston metropolitan area.

LLB successfully concludes acquisition of ZKB Austria

The authorities had previously granted regulatory and anti-trust approvals.

The banks' retreat

This is primarily due to the former Capuchin monastery.

Investing in the US: key trends for Latin American wealth

Regulatory changes to investment diversification are helping drive this interest.

Switzerland and the new world order

So as a new era begins, it is worth asking how Switzerland’s finance industry can continue to prosper in this fractured landscape.

Titanbay wins outstanding wealth technology provider (middle office) at the Private Banking & Wealth Management Awards 2024

This prestigious event brings together the best in private banking and wealth management to recognise the game-changers—the platforms, solutions, and teams that are truly raising the bar.

Carolyn Leng on CGS International’s Ambitious Private Wealth Strategy in Asia and Beyond

CGS International is making waves across the region with a mission to provide digitally integrated, bespoke advisory services to its high-end clients, especially SE Asia’s dynamic entrepreneurs.

Fifth Third Private Bank Recognized as Best Private Bank by Global Finance for Sixth Consecutive Year

The honors were announced by Global Finance for the 2025 World’s Best Private Bank Awards.

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Wealth and Asset Management