Managers of Wealth

Savvy Wealth completes $26.5 million Series A round

The round also saw participation from existing and new investors, including Thrive Capital, Brewer Lane Ventures, Index Ventures, The House Fund and Alumni Ventures.

Societe Generale sells UK private bank arm

Paris-based SocGen said the move was designed to make it more streamlined and efficient.

HNW wealth managers announce merger

Wilsons Advisory has a history of over 125 years focused on financial and advisory services with offices across Australia.

Standard Chartered PLC publishes resolvability disclosure

Resolvability disclosures are also being published by other UK banks

Asset managers fret over lost gains as investor cash piles up on sidelines

High-yield savings and caution over market volatility and economic sentiment have left up to $1.5tn out of the market

Six shortlisted for Citywealth IFC Awards

The winners in each category will be announced in January in London.

Financial group Valartis makes last year’s loss forgotten

The Valartis Group is an international financial group with headquarters in Fribourg.

Labuan IBFC: Asia's One-Stop Wealth Management Hub

Labuan IBFC has a complete ecosystem in place to support wealth management.

Navigating a changing world

These concerns, and more, have been front of mind at LGT Crestone as we conducted our 2024 Investment Strategy Review.

UBP signs two exclusive agreements to acquire Societe Generale’s international private banking operations in the UK and in Switzerland

These transactions, carried out with the support of Caurus Partners, remain subject to the applicable social procedures

Fidelity Introduces New Technology Offerings for Small and Mid-Sized Wealth Management Firms

Bundled solutions designed to help firms establish their technology stacks from the ground up and expand their wealth advisory practices

First, do nothing

Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.”

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year

AI Insights: Investments, Innovation, and Industry Transformation

Financial institutions today are using AI mainly to increase operational efficiency, and not necessarily to generate revenue.

Building sustainable wealth for high net worth clients

Life insurance is a trusted way for HNW individuals to allocate funds across various fields and preserve their wealth potential while mitigating risks.

KBank Private Banking partners with Goldman Sachs Alternatives, one of the largest private credit investors globally

Investors can invest monthly and redeem on a quarterly basis[1], with investments locked for only 12 months after the initial investment.

AXA enters into an exclusive negotiation to sell AXA Investment Managers to BNP Paribas

The total estimated transaction value is expected to be Euro 5.4 billion, representing a multiple of 15x 2023 earnings.

Wealth managers and financial advisors rush to boost future potential performance tracking

A further four in ten (42%) say they're 'good' and one in four (25%) say their organization is 'average' at tracking the future potential performance of key asset classes.

Marco Pagliara's One-Way Trip From Switzerland to Singapore

This makes him one of the key leaders in the team of Claudio de Sanctis, the German lender’s global head of Private Bank including wealth management.

Opinion/Consumer Duty is transforming wealth management but there is still work to be done

Navigating the regulation’s requirements has also brought challenges.

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Wealth and Asset Management