Managers of Wealth

The Advantages of a Private Trust Company for Wealthy Families

Switzerland is known for its stability, confidentiality, and professional expertise.

Sarah McBrearty Named in the 2024 eprivateclient Crown Dependencies NextGen Leaders

This annual listing recognises wealth professionals with 20 years or less industry experience and judging is based on the qualities and achievements of the individual.

UK wealth managers face productivity challenges

Several obstacles to productivity were identified, including organisational culture, poor communication, inconsistent processes, inadequate technology, unreliable data and compliance burdens.

Wealth manager clients are widening their investment scope

Troubled WH Ireland to sell division for £5m

The sell off, to Zeus Capital, is expected to be completed by mid-July.

What’s behind UBS’s push into the fast-growing US UHNW wealth space?

Like everything in life, a lot of what we think we know to be correct could not, in fact, be further from the truth.

Global acclaim for NAB Private Wealth leaders

NAB Private Client Executive Natalie Irvine was awarded Female Private Banker of the Year for the second consecutive year, becoming the first ever back-to-back winner in the category.

GAM Joins Sports Investing Push with Private Equity Partnership

GAM announces a partnership with Avenue Capital to enter into sports investing under long-term alternatives expansion efforts.

Bitcoin Suisse teams up with Maerki Baumann

The new partnership between the cryptocurrency specialist and the Zurich-based private bank is set to allow clients to combine the services of both companies.

Guernsey Finance appoints dedicated representative for the north of England

His role as Northern England Representative will see him act as a business ambassador for Guernsey to further the island’s presence and reputation in the region.

Cantonal banks were the winners of the interest rate turnaround

They were able to increase their margin by 25 basis points to the current 1,43 percent, an increase of 21 percent.

Has Swiss-Based Asset Manager Ceased Operations?

The Geneva-based asset manager Decisive Capital Management appears to have ceased operations.

JM Finn targets ‘disenfranchised’ wealth managers after record year

Business is booming at the wealth firm and it believes the time is ripe to poach teams disaffected by the consolidation sweeping through the sector.

EFG International Shares Jump on Julius Baer Deal Speculation

The private bank’s share rose as much as 10% and were halted earlier on Thursday due to excessive volatility

UHNWIs Increasingly Prefer Family Offices Over Wealth Managers

Family offices, however, are much freer in those kinds of respects

HSBC to Add Three Wealth Centers in Singapore

The centers will serve clients across the full wealth spectrum from the mass market to ultra-high net worth individuals.

Quilter advice network welcomes four new AR firms

The firm is based in Northamptonshire and provides financial planning to both corporate and private clients.

Succession Wealth moves into UHNW space with acquisition of London Wall Partners

This acquisition significantly enhances our independent financial advice offering

FNZ losses grow but Durham insists it will return to profit in 2025

In its accounts for the year ending 2023, the business posted a loss of $550.2m, up from $318.2m in 2022.

Worcester-based financial management firm acquired by MPA

This final acquisition comes as outgoing SWP Partner Gary Cowley commences his retirement, having sold his remaining 50% stake in the business to MPA.

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Wealth and Asset Management