Managers of Wealth

Oakglen Wealth CIO Unveils Insights on 2025 Investment Landscape at Jersey Seminar

The seminar also included performance reviews of Oakglen Wealth’s diversified investment strategies.

SG Kleinwort Hambros Announces Win at The Third Annual WealthBriefing Channel Islands Awards

Congratulations and thank you to our outstanding teams in the Channel Islands, whose constant effort to provide excellent client service has been recognised once again.

What to Expect From the PUK Report on Credit Suisse

Everything about the PUK's work remains highly confidential, even the publication date.

Land consolidation at Zurich asset managers

Alasia, an asset management and business consulting company, is part of the PKB Group and is owned by the Trabaldo Togna family .

The Evolution of Private Banking: Expert Insights Shaping Modern Wealth Management

RMB Private Bank expands its offering with FNB Connect

Our aim is to simplify and streamline connectivity management, adapting it to the lifestyle preferences of our clients by offering flexibility.

Wealth Trends to Watch 2025

Andrew Haslip, GlobalData’s Head of Content for Wealth Management and Asia-Pacific (FS), reveals his forecasts for the year ahead

Julius Baer opens office in Glasgow

Six years after opening its first Scottish office in Edinburgh, the UK arm of the private bank is expanding its Scottish presence.

RBC Brewin Dolphin scraps 1762 brand in restructure

The Mayfair-based high-net-worth brand, established six years ago, will be absorbed by a new Private Wealth division, with 1762 head Simon Blowey leaving the business.

Sarasin & Partners unveils low-cost investment suite with MPA Financial Management

The MPA Sarasin Tailored Portfolio Service consists of five highly diversified model portfolios designed to meet a range of client risk profiles.

From regulation to innovation: the dynamic universe of biodiversity investments

This evolution is largely influenced by heightened regulatory focus and innovative market strategies that align with environmental sustainability.

UBS White Paper at Building Bridges

Starting strong and tasks ahead – Switzerland’s transition towards net-zero

Private banks in China seek state capital amid economic pressures

China first opened the door to private banks in 2014 when it allowed domestic lenders fully capitalised by private funds to operate in the state-dominated financial sector.

Asset managers make existential dash into private assets

Many executives believe they are engaged in no less than a fight for survival

Redefining wealth management: The Family Office launches goal-based investing platform

We believe that financial planning should not just be about numbers, it’s about achieving the life goals that matter most to our clients.

Quilter Cheviot focuses on REITs in third phase of investment trust engagement

Quilter Cheviot advocates for fully independent boards to best protect shareholder interests.

Thank Wealth Managers For These 8%+ Dividends

Digging into a fund’s prospectus and annual reports is something they look forward to.

HSBC India launches credit card for global private banking

The Global Private Banking business in India serves high-net-worth individuals.

Pimco expands UK global wealth management team

Both will report to Terry Oh, executive vice president and head of Pimco’s global wealth management business in the UK.

NRI Launches "NRI STREAM" Accelerating Digital Transformation in Asset Management

The new solution will be adopted by SBI Securities, Nikko Asset Management and Resona Asset Management

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Wealth and Asset Management