Managers of Wealth

WRISE Group Launches WRISE Prestige in the Middle East

New business segment builds on the success of WRISE Prestige Hong Kong

Morgan Stanley Identifies 6 Key Focus Areas for the Future-Ready Family Office

Morgan Stanley reports on the rising need for flexible structures in family offices

RBC named best private bank in Trinidad and Tobago

RBC made the announcement in a press release on November 19.

Private banks prepare for next gen revolution

Private bankers are meanwhile under intense pressure from their bosses to improve margins

Private banks show increased interest in circular economy

In a circular economy, products and materials are circulated through processes such as maintenance, reuse, refurbishment, remanufacture, recycling and composting.

How Millennials Are Reshaping Global Wealth

The new generations are at the forefront of a new era, driven by rapid geopolitical shifts, economic volatility and groundbreaking technological advancements.

Close Brothers Asset Management partners with Objectway to drive growth and innovation

By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.

MAG Wealth Management Acquires Ovation Wealth Advisors, Rebrands as Carson Wealth

This merger represents a significant leap in scale, addressing a common growth challenge faced by many independent advisors.

Wealth management firm Fairstone buys Donegal brokerage

Acquisition comes amid continuing consolidation in the sector

Blackstone to train Hong Kong wealth managers as private assets gain investor favour

Alternative asset manager launches Blackstone University programme along with Private Wealth Management Association

HSBC expands Global Private Banking in Kuwait

The launch of Global Private Banking in Kuwait is a significant milestone for HSBC and reinforces its commitment to Kuwait.

Julius Baer: Interim Management Statement for the first ten months of 2024

Substantial increase in client assets – Accelerated net inflows – Solid capital position – Start date of new CEO set for 9 January 2025.

Margetts Wealth stays independent with management buy-in

The aim is to go for 20% growth over the next twelve months

‘Articulate the alpha!’ Arbuthnot’s Osman tells fund managers

Arbuthnot investment head Eren Osman believes fund managers need to ‘surgically’ demonstrate how they generate alpha as the ETF threat to their existance grows.

Liontrust to Integrate Global Fixed Income Team into Liontrust Multi-Asset Team

Both the MA and GFI teams believe there will be greater diversity in interest rate policies around the world going forward.

JTC Recognised Again at Wealthbriefing Channel Islands Awards

Recognition at the Wealthbriefing Channel Islands Awards concludes another highly successful year for JTC’s PCS team

MAG Wealth Management takes over Ovation Wealth Advisors

The merger is set to establish Minnesota's first Carson Wealth location, with $350m in assets.

Nordea completes the acquisition of Danske Bank’s personal customer and private banking business in Norway

The acquisition is an ideal strategic fit for Nordea and will strengthen Nordea’s market position in Norway among household customers.

Gonet to merge with private bank

The deal to take over One Swiss Bank will take the assets under management of the Arab Bank Switzerland Group to nearly CHF 20bn.

EFG International reports 10-months 2024 business update

Revenue margin was 96 basis points for the first ten months of 2024, compared to 97 basis points for 1H24 and 99 basis points for FY23

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Wealth and Asset Management