Managers of Wealth

Nordic group invests in UK wealth manager in expansion push

Fidelius, with offices in Bath, Cheltenham, Chelmsford, London and Mansfield in the UK, offers a suite of advisory services, including wealth management and employee benefit mortgages, as well as specialist advice to returning expats.

Sanlam Collective Investments moves to global wealth platform

The management company says transferring multiple legacy systems to FNZ will vastly improve adviser efficiency and reduce operational risk.

UBP's Strategic Vision of Pure-Play Private Banking in Southeast Asia

The deal, which included Coutts' business in Asia, significantly boosted UBP's presence and capabilities.

Securities Services and Trust and Agency Services shine at The Asset Awards

This includes Best Depositary Receipts Bank in APAC, among several other accolades.

Deutsche Bank PB reshuffles North Asia investment team

The bank has set up a new UHNW and family office desk, moving people around in its investment management teams that cover North Asia.

V-Bank brings art into asset management mandates

Using digital securities, asset managers and family offices connected to V-Bank can offer their clients regulated investments in portfolios containing works by the world's most important artists.

Ways to create wealth beyond the bottom line

Venture Capitalist Allison Long Pettine breaks the money-hungry investor mold, paving an unconventional yet rewarding path to wealth that goes beyond the bottom line.

Rise in wealth among Korea's ultra-rich spurs demand for tailored asset management services

Samsung Securities is one such financial firm strengthening its family office services.

Schroders launches Emerging Markets Value Fund for UK investors

Its process follows a strict valuation discipline which only invests in assets the managers believe are sufficiently undervalued.

Go easy on VC and stick with secondaries, say private bank CIOs

Investors should take private equity plunge but beware poor managers, say leaders from Europe’s biggest private banks.

Schroders’ Peter Harrison: ‘I had massive imposter syndrome when I walked through the door’

The outgoing CEO of the fund giant says asset management is hugely undervalued across the world. Can his successor keep up?

V-Bank Brings Art into Wealth Management Mandates

V-Bank, Cashlink, and Arttrade aim to change this with their cooperation.

9 in 10 SIPP millionaires are male

The top funds invested in by Hargreaves Lansdown’s SIPP millionaires (in terms of assets) were Fundsmith Equity and Lindsell Train Global Equity

Saffery Trust named Independent Private Client Trust Company of the year in Excellence Awards

Saffery Trust’s impressive staff retention rate and commitment to its clients and team members were cited as setting it apart from its competitors.

Kestra Financial Welcomes $400 Million Lodi Wealth Advisors

By joining Kestra Financial, Lodi Wealth Advisors aims to grow its company while continuing to provide quality service to its clients.

EFG Bank AG successfully places debut CHF 370 million dual-tranche domestic senior unsecured bonds

The bonds are expected to be included in the domestic segment of the Swiss Bond Index (SBI).

UBS Inherits the Good and the Bad From CS in Asia

Just one year later, the enlarged Swiss bank is already experiencing this burden firsthand.

Fidelity and Envestnet Launch Joint Wealth Management Platform

Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.

Lombard Odier Extends Mizuho Tie-Up to Sustainability

The Swiss bank will also act as a strategic advisor and consulting partner to Mizuho.

LGT wins a German Brand Award

It was created together with the Berlin agency init.

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Wealth and Asset Management