Managers of Wealth

JM Finn shortlisted for three Citywealth Magic Circle 2025 award categories

Our firm is nominated for Private Client Asset Manager of the Year, and for individual categories the Tomorrow Club and Wealth Professional Awards.

This Is the Vision and the Investment Themes That Private Banks Will Prioritize in 2025

Investment ideas are closely aligned with their macro perspectives.

The Humphreys Group Announces Strategic Partnership with Treehouse Wealth Advisors

Bay Area wealth management firms join forces to provide expanded financial services

NMA Top 100 firm signs portfolio deal with Sarasin

MPA signs its second partnership deal with an asset manager since September to deliver model portfolio ranges.

SimplyBiz founder Ken Davy given OBE

New Year's honour handed out for services to rugby league side Huddersfield Giants.

L’Exception Sold to Asset Management Firm AA Investments

It caps a rocky year for multibrand e-commerce platforms.

Deutsche Bank aims to boost fixed income trading in Americas

Ram Nayak, co-head of Deutsche Bank's investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.

$124tn in wealth will change hands by 2048

Nearly $100 trillion will be transferred from Baby Boomers and older generations, representing 81% of all transfers.

Mirae Asset co-CEOs Kim Mi-seob and Heo Sun-ho target global growth with AI

Specifically, Mirae Asset Securities plans to continuously pursue asset growth and revenue expansion by enhancing personalized comprehensive asset management for WM clients.

Why wealth preservation matters

With every market rise, there is an eventual, inevitable fall.

HSBC keeps UK overweight into 2025

The private bank also expects private assets to play a big role this year and warns clients not to hold cash.

Former Julius Bär chair passes away

He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.

Alpian CEO: «Demand From Abroad Is Very Strong»

The milestone of CHF 100 million in assets under management was surpassed by midyear.

BIT Capital is approaching Switzerland

BIT Capital wants to be anything but a conventional asset manager.

Private bankers will need to adapt and learn as new challenges emerge, says industry veteran

But the industry is facing seismic changes which will require private bankers to raise their game considerably.

Guernsey Finance Chairman Lyndon Trott awarded OBE

Deputy Trott said he was ‘enormously grateful’ for the honour and thanked his family, political colleagues, public servants, business colleagues and the Guernsey community.

How a Geneva multi-family office selects quant funds

Fabian Scheler, a portfolio manager at the multi-family office Amadeus Capital in Geneva, shares tips on choosing systematic strategies.

Hoxton Wealth launches new online community

it’s aimed at anyone aspiring to a career in financial planning

HSBC raises fees for wealth management and personal banking services

The bank’s spokesperson said that fees are reviewed regularly and adjusted as needed, and customers can continue to withdraw foreign currency without fees at the bank’s ATMs in Hong Kong.

Why the rich aren’t talking about the wealth transfer

Only a quarter of 1,800 rich business owners have spoken to their families about passing down their wealth, according to an HSBC Global Private Banking survey

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Wealth and Asset Management