Managers of Wealth

Cazenove Capital’s top talent celebrated in Spear’s 2021 Wealth Management Index

The Spear’s Wealth Management Index celebrates the most accomplished wealth managers in Britain’s HNW and UHNW segment of the Wealth Market.

Ocorian acquires Nordic Trustee as it targets growth in fast-growing regional bond market

Ocorian, which has a presence in Bermuda, said the acquisition was part of its strategy to build its capital markets offering

Credit Suisse could seek UBS merger after Greensill and Archegos scandals

The Greensill Capital collapse, which was triggered when it suspended $10bn in funds used by the supply chain finance firm, also impacted.

Wealth managers need to hear diversity’s call

Companies take tentative steps to breaking traditional mould

HSBC Asset Management ETF assets exceed USD16bn

The growth of the ETF business has been accelerated through the launch of new strategies as the firm has tapped into increasing investor appetite for efficient access to popular investments.

EFG Bank Singapore’s Deputy CEO and Head of Private Banking Oliver Balmelli on Delivering Private Clients and IAMs a Best-in-Class Service

Hubbis met recently with Oliver Balmelli, Deputy Chief Executive Officer and Head of EFG Private Banking Singapore at EFG Bank, to learn more of the progress in Asia and hear more of the rollout of the bank’s proposition to capture a growing share o

UOB Taps Digital Innovation to Grow Wealth Management Franchise

The bank is also hoping that the personalization of wealth management for each customer

Fairstone bolsters growth plan with another acquisition

The deal came on the back of Fairstone having secured additional investment from global private equity house TA Associates.

Rathbones has £60m war chest for further acquisitions

"We were fortunate that Ipiris, who previously owned it, were looking to sell.”

Asian managers ramp up digital business while controlling costs

Rising ETF uptake seen having long-term ramifications for fund industry

The future of wealth platforms

Hosted by Michelle Weber, Head of Wealth Product and Technology in Macquarie's Banking and Financial Services Group, this panel explores the trends and opportunities in the wealth platform market.

Accuro accredited as a STEP Platinum Employer Partner

Accuro continues to demonstrate its commitment to learning and development which is championed from the top of our organisation.

Citibank Named "Best Bank for High-Net-Worth Families"

Citigold Offering Highlighted in Kiplinger’s Fifth-Annual "Best Bank for You" Edition

PIMFA welcomes Treasury Select Committee report recommending change in culture at Financial Conduct Authority

But as the Treasury Select Committee says in its report, the FCA must set milestones for change to be achieved.

UBS Issues First Green Bonds

The bonds will help UBS kill several birds with one stone.

Raymond James unveils new employment model to spur UK growth

The model became popular with entrepreneurially minded wealth managers who wanted autonomy over their investment decisions and to put their clients at the heart of their business.

Liontrust doubles profits after acquisitions

The group now has assets under management and advice of £30.9bn, an increase of 92 per cent on the £16bn figure for 2020.

GBA to fuel Hong Kong growth as trust hub

Fragmentary regulatory regime remains a major challenge

Deutsche Bank launches four strategic income allocation funds

Strategy uses downside risk management framework to pursue consistent, long-term returns

Mercer Advisors Acquires AFI Wealth Strategies

Acquisition of AFI Wealth Strategies Increases Mercer Advisors' Central United States Presence

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Wealth and Asset Management