Managers of Wealth

Wealth firm that launched in Covid shuts down

O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.

Off the Record: Roger Marsden, CEO of Succession Wealth

He talks about his journey from accounting to advice, the importance of culture, and why good planning makes all the difference.

Joint wins wealth manager Quilter

Now it’s been appointed as lead creative agency for wealth management company Quilter.

Bank BSU with Slightly Lower Profit in Half-Year

Growth in the mortgage business continued, and loans rose by 1.5 million francs.

Belgian asset manager shakes up the Swiss market

Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.

Marlborough to take over management of £125m Whitechurch assets

Following Ascot Lloyd’s acquisition of Whitechurch Securities last year

The Vaudoise Insurance Group achieves excellent half-year results

The non-life business grew by 7.2%, well above the market average.

Wealth manager launches division for creators and sports people

The Athletes & Creators division addresses the financial challenges faced by these professionals.

UBS directs mega IPO

IPOs have become so rare in Switzerland that they attract a lot of attention for this reason alone.

Why more women are scooping top jobs at Britain’s most prestigious wealth managers

Private banking and wealth management firms that cater to high-net-worth and ultra-high-net-worth clients are seeing a shift in leadership.

UK seeing far greater exodus of wealth than it is attracting under the FIG regime

For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.

CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%

This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.

Royal Bank of Canada reports third quarter 2025 result

All amounts are in Canadian dollars and are based on financial statements presented in compliance with International Accounting Standard 34 Interim Financial Reporting

Paying for our pensions

This conjures up a picture of warehouses full of stockpiled food, clothes and all the other things we’ll need when we retire.

HSBC unit to halt services to ‘high risk’ Middle East wealthy clients

The move follows a finding by the Swiss banking watchdog Finma that the lender’s private bank failed to conduct adequate due diligence on high-risk accounts held

Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management

Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.

Citi Wealth Launches “Advisor Insights” Pilot and “AskWealth,” AI-Driven “Gamechangers” for Client Communications

The AI-powered innovations mark a significant step forward in Citi Wealth’s AI, data, and technological capabilities

Investors ditch wealth managers over fees despite strong returns

The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.

VP Bank reports half-year profit of CHF 28.8 million and significant net new money inflows with annualised growth of 8.3 per cent

VP Bank has taken decisive steps with the package of measures launched in 2024 to increase efficiency and accelerate growth.

Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings

The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.

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Wealth and Asset Management