Managers of Wealth

Envestnet Earns Recognition as Finalist for Seven Wealth Management Awards

Known as the “Wealthies,” these awards highlight companies and individuals driving success in the financial advisory sector.

AI Parameters Make Wealth Management Unrestricted by Time and Expertise

Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.

Perpetual’s KKR deal faces scrutiny amid share price decline

The firm has since entered into a scheme of arrangement under which KKR will buy its corporate trust and wealth management businesses for $2.1 billion.

Two directors appointed in VG Private Wealth and Corporate teams

Gabriela Jakubczyk becomes a Director of Corporate and Sheena Huggett becomes a Director of Private Wealth.

Geneva-Based Private Bank One Swiss Reports Lower Profits

Following a strong performance in 2023, One Swiss reported a decline in net profit for the first half of the year.

A survey reveals that nearly half of family wealth consists of financial assets

Despite the trend of diversifying booking centers, nearly half of high-net-worth individuals still keep all their assets in a single country

Azets Wealth Management buys Glasgow-based firm

It offers a range of financial planning services including pensions, investments, family wealth planning, corporate investment, IHT planning and other bespoke requirements.

Pictet announces first-half 2024 figures

The Pictet Group's total equity and total capital ratio remained strong.

Zürcher Kantonalbank once again achieves a pleasing half-year result

The AAA rating for Zürcher Kantonalbank was confirmed again

Swiss Asset Manager GAM to Expand US Team With Miami Office

The move was driven by demand from US offshore clients, mostly in Latin America

Nomura plans to add 30-35 wealth bankers across Asia offices in Dubai, Hong Kong & Singapore over next two years: Report

Nomura plans to hire more wealth management bankers in Dubai, Hong Kong, and Singapore, aiming to boost wealth assets outside Japan to $35 billion by next year.

Count sees 104% FUA growth in ‘transformative’ FY24

It also reported $34.2 billion in funds under advice (FUA), which is up 104 per cent from $16.8 billion in FY23.

HSBC Asset Management expands private credit capabilities

These initiatives mark expansions in response to growing institutional interest in the private credit market.

Brown Shipley suffers £2.5m writedown on 2019 buy

The impairment charge was linked to the wealth firm’s purchase of Cambridge-based NW Brown and attributed to a ‘fall in assets under management’.

SJP appoints Centrick Invest to oversee Asian property investment

The wealth manager has appointed Centrick Invest to its panel as a property partner after “significant due diligence”.

Asset manager M&A masks a struggling sector

The latest round of earnings updates highlights wider issues in a sector that needs more than mega deals to recover

Claire Barker: Are women about to take control of global wealth?

This lack of confidence is not necessarily tied to a lack of ability, as women who do invest generally see better returns than men.

Melbourne Capital Group Broadens Malaysian Wealth Management Offering with Strategic Acquisition of Licensed Local Company

The deal sees all employees and clients transfer to Melbourne Capital Group, with operations moving to their offices in UOA Corporate Tower, Bangsar South, Kuala Lumpur.

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership

The firms expect the transaction to close in the fourth quarter.

M/HQ Ranked Top for Private Wealth Management in Chambers Global 2024 Guide; Yann Mrazek Achieves Band 1 Ranking for 7th Consecutive Year

Clients also praise Yann for being ‘acutely aware of international market trends and the way UAE platforms provide useful solutions for clients.’

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Wealth and Asset Management