Managers of Wealth

Charles Stanley eyes active ETFs for sustainable portfolios

Paris Jordan believes that active ETFs can align with the regulator’s sustainable investment regime.

The Wealth Management Revolution: balancing innovation, efficiency, and client expectations

Success now depends on their ability to seamlessly integrate technology, elevate client experience, and maintain profitability.

Charities Helping hospices to manage their income

Good financial management will see hospices setting aside some reserves to support future expenditure.

Obwaldner Kantonalbank consolidates its market position with sustainable growth

Thanks to far-sighted cost discipline focused on strategic initiatives

Swiss banking regulation is on the wrong track

The arguments are largely on the table

Gulf wealth managers prepare for consolidation in 2025

The Gulf is the key jurisdiction to watch in 2025, leading this surge of M&A and consolidation.

AKB with strong growth

Business success fell by 3.2% to CHF 297.3 million compared to the record year of 2023.

Tocqueville Asset Management expands business with $1.3B AUM acquisition

The 40-year-old independent investment partnership picks up high caliber team.

IG Wealth Management Expands Azure Separately Managed Account Offering with New Mandates and Asset Management Partners

Separately Managed Accounts have become increasingly important

Moment of Truth for HSBC CEO

Duplications are to be eliminated and the cumbersome bureaucracy within the organization reduced.

186 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-In-State” List

The rankings are finalized based on data provided by thousands of the nation’s most accomplished women advisors.

We are still bullish on gold

Consequently, central banks around the world have allocated an increasing share of their reserve assets to the yellow metal, and we think that this trend will continue in 2025.

Former Citi PB funds and advisory exec relocates to India

The former Citi Private Bank funds and advisory executive has resurfaced at LGT Wealth India.

Perpetual secures revised offer from KKR for wealth and corporate trust units

Negotiations on the financial details of the updated proposal are ongoing, with shareholder profits still to be finalised.

UK’s richest donate smaller proportion of wealth to charity than average person

This equated to an estimated £7.96 billion.

NFG Partners on the art of emotion-free investing

The top brass of the Geneva-based firm discuss the inherent instability of markets, what AI is good for, and how to avoid emotions in investing.

Foreign Banks in Switzerland Stage a Comeback

The downward trend continued in the following years.

BCV Group in 2024: net profit of CHF 441 million and dividend increase to CHF 4.40 per share

The Board of Directors will propose at the next General Meeting to increase the ordinary dividend by CHF 0.10, to CHF 4.40 per share.

abrdn Adviser cuts charges for wrap clients

In addition, standard platform charges for existing Wrap clients have been reduced, aligning them with the pricing structure introduced for new clients last year.

NOVA Wealth achieves B Corp status

It employs a growing team of 70, including 16 advisers

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Wealth and Asset Management