Managers of Wealth

BlackRock unseats Grayscale Investments as biggest crypto asset manager

Grayscale, a US digital asset manager, gives investors exposure to cryptocurrency through its bitcoin and ethereum trusts.

7 Ways You Can Create Generational Wealth

This broader understanding of wealth ensures that future generations not only inherit assets but also the knowledge and skills necessary to manage and grow them.

“Things can only get better” - New direction and leadership for the UK Market

A key focus of the manifesto is investment into infrastructure projects and the movement towards a green future, in the hopes that a state-led initiative will drive a surge in productivity.

NewEdge Wealth widens Florida footprint with HNW Merrill Lynch team

The RIA’s latest expansion in is led by two veteran advisors with more than half a century of collective experience.

BNP Paribas WM launches EAM desk for Apac

The French bank is the latest in the region to open its doors to the growing cohort of external asset managers in Asia.

SJP, Fidelity and Liontrust top ‘dog funds’ list while ESG struggles remain

The latest edition of Bestinvest’s Spot the Dog report highlights the ongoing underperformance of sustainable funds, as well as poorer performance at Fidelity International.

LGT reports solid business growth and continued strong net asset inflows

International financial markets performed well overall in the first half of 2024, despite persistent geopolitical and economic uncertainties.

Private Wealth in Japan

Under Japanese income tax law, individuals are taxed primarily based on their residency.

Millennials Are Becoming Boomers

Millennials were getting blamed for killing everything — napkins, diamond rings, chain restaurants, motorcycles, bar soap and more.

Thousands more UBS jobs could be cut, newspaper reports

The combined banking group has shed 9,000 jobs in the last 12 months, achieving CHF6 billion in costs so far.

Why British asset managers are twice as profitable as German ones

Financial institutions in Great Britain generate the highest revenues in Europe - and the trend is rising.

Hove Capital Management Reinforces Leadership in Wealth Management with Focus on Fixed Rate Bonds Amid Economic Uncertainty

Fixed-rate bonds have emerged as a favoured choice, offering reliable returns and a safeguard against market volatility.

Wealth management: embracing automation and customisation

Adapting to the latest trends is crucial for wealth managers aiming to enhance efficiency, improve client satisfaction, and maintain a competitive edge.

DBS' Singapore private bankers are probably better than Goldman Sachs'

While DBS still had some of the best private bankers in the world in the first half of 2024, Tricumen found that Goldman Sachs’ private bankers were on average more productive.

Schroders Capital awarded £2 billion real estate mandate by Wales Pension Partnership

This mandate win builds on the £500 million mandate awarded by WPP to Schroders Capital last year to invest in global private equity.

Evelyn Partners’ Cambridge office completes sale of leading environmental specialist

The deal adds to a growing list of credentials in the sector for Evelyn Partners, which has previously advised on the sale of Tri Fire to Phenna Group and Crowthorne to Normec.

CIBC Asset Management Inc. announces the capping of certain Series of the CIBC 2025 Investment Grade Bond Fund Français

The Fund has grown rapidly in size, recently surpassing $1.5 billion in assets under management.

Wealth management fintech SigFig adds AI capabilities

The platform combines a robust set of capabilities, including AI-powered assistance for advisors and their teams to increase their effectiveness, core integrations with leading industry systems to drive efficiencies and collaborative digital experiences t

What next for private banking in the Middle East?

A clear focus on relationship management, with private banks emphasising personalised relationship management and providing bespoke services, continues to be a key differentiator.

VZ Holding AG: VZ Group’s results grew well in the first half of the year

CEO Giulio Vitarelli expects growth over the entire 2024 financial year to be in line with the long-term average.

1
2
3
…
48
49
50
51
52
53
54
55
56
57
58
…
1463
1464
1465

Wealth and Asset Management