Managers of Wealth

250 year old Brewin Dolphin upgrades to combat the cyberfraud era

Brewin Dolphin Improves Security Visibility and Control with ExtraHop

British wealth manager SJP eyes China’s growing pension market, details retirement risk for Hong Kong’s ‘sandwiched generation’

The company also released research showing Hongkongers with multi-generational responsibilities are being squeezed by inflation and slower growth

Citi Plans Hiring Spree for Institutional Business in Asia

Citi plans to hire around 3,000 employees for its institutional business in Asia over the next few years

ZEDRA acquires AlleyBe in Malta

The acquisition adds 25 new team members to ZEDRA Malta.

GAM Wins the Swiss Sustainable Funds Award as "Best Swiss Equities" for the Second Time

This is where our sustainability assessment of companies comes in.

Final Results, Investor Presentation, Board Change

There remains further development work required before we expect to see the full benefits of this initiatives.

Top Swiss pension fund returns ten times more than lowest performer: ZKB study

The study also commented on equity weightings in the pension funds.

Singapore's Capital C Corporation bags SGD74 million in funding

They pride themselves on leveraging the best-emerging technologies in the market to streamline and modernise their workflows to better serve their clients.

BNY Mellon Wealth Management Expands Boston Office with Two Senior Wealth Managers

Justin and Chris are both based in Boston and report to Christine Abramo, wealth management, team leader.

Wealth Management Firms In Asia are Cautious To Promote Digital Assets

Research shows that wealth management businesses have set plans to almost quadruple assets under management and increase revenues by 60% by 2025 relative to 2021 levels in Asia, which is the primary center of operation for these firms.

The Six and a Half Lives of Thomas Gottstein

If bank boss Thomas Gottstein were a tomcat, says a good Credit Suisse (CS) insider, six and a half of his life would have been forfeited.

Two China Banks Fined Over Wealth Management Violations

China Everbright Bank was filed 8.3 million yuan (US$1.25 million), while Bank of China was fined 6.6 million yuan

Rockefeller Capital Management Acquires Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group

Within the Rockefeller Global Family Office, the new team will operate as The Bostwick Walters Group, comprised of 12 elite financial professionals serving approximately 70 families and representing assets of more than $1.5 billion.

Julius Baer to expand into Qatar to drive the next phase of growth in the Middle East

Julius Baer has therefore hired Slim Bouker to support its ambition to expand into Qatar and lead the Advisory Office, once all regulatory approvals for the office and for his appointment are in place.

Fourteen UBS Advisors in the San Diego and Hawaii Wealth Management Market Named to Forbes/Shook Best-in-State Wealth Advisors List

These advisors are committed to helping clients achieve their financial goals by providing personalized, unmatched wealth management services.

Private banking: Here’s how it works

Private banking typically entails a private banker helping a customer with only their banking.

How Private Banks Face up to Critical Technological and Digitisation Investment Decisions as they Fight to Stay Ahead of the Pack

This will mostly be through acquiring and layering on digital tools, and sometimes through outsourcing processes, the latter usually well away from any client interface.

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Wealth and Asset Management