Managers of Wealth

Scotiabank Earnings Top Estimates on Capital Markets, Wealth

Hong Kong’s BMP Wealth gets ‘significant’ investment for acquisitions from UK asset manager

The investment will be used to acquire adviser firms whose owners are looking to retire or leave the industry in next few years

Bringing the five pillars of wealth management together

InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises

Partners Group Selects Northern Trust to Provide Asset Servicing Solutions for its Private Equity ELTIF Evergreen Fund

The new ELTIF 2.0 regime is intended to facilitate European investment into private market assets via semi-liquid funds and related strategies, including by individuals not considered to be professional investors.

Citywealth Top 75 Trustees List highlights outstanding Crown Dependencies trustees

All entries are nominated for inclusion by their peers within the industry and are independently verified.

Quintet celebrates 75 years in Luxembourg!

By the early 1970s, Kredietbank had become one of the leading eurobond issuers and had broken ground on its new 12-story headquarters on Boulevard Royal.

Schroder Oriental Income Fund Limited Half Year Results

The Company is classed in the AIC's next generation of dividend heroes.

IQ-EQ looks to expand into Japan and Australia

The compliance and investor services group has noted increased client interest in reflating Japan and is also keen to tap into the large Australian fund and wealth markets.

Growing Middle Class Boosts Wealth Management Potential in Vietnam

In Vietnam, wealth management service providers include commercial banks, securities companies, insurance firms, and FinTechs, with banks leading the sector due to their established networks and diverse product offerings.

CFS Edge reaches A$1 billion milestone in just 200 days

In less than 10 months the platform has experienced rapid growth, driven by strong demand for an integrated wrap solution that meets the changing needs of today’s advice businesses and their clients.

New platform launches for high-net-worth families

HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional advisers face as part of the country's $3.5 trillion intergenerational wealth transfer

Hargreaves Lansdown Offer Brings UK Wealth-Manager M&A in Focus

The offer is still less than half of Hargreaves Lansdown’s share price five years ago.

Australian-owned wealthtech HeirWealth launches

The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women.

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

Corient chooses Addepar for collaboration

The partnership with Corient is being formed at a time when Addepar is seeing potential in the financial software industry.

N26: Financial Regulator Imposes Multi-Million Euro Fine

This would mean that the German fintech could accept as many new customers as it wishes in the near future.

Rothschild & Co: Former CS Advisors are Moving Quickly in Switzerland

This is three times the team size Bossart found upon his arrival in the fall of 2022.

Monetary Authority of Singapore and People’s Bank of China Advance Collaboration in Green and Transition Finance

The initiatives discussed covered the alignment of taxonomies, facilitation of green finance flows, and the development of a decarbonisation rating platform.

HSBC Unveils “All-In on Innovation” Programme with Tech Immersive Tour for Asia’s Private Banking Clients

Clients met with prominent venture capitalists and promising start-ups, gaining insights on thriving in the era of rapid technological change.

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Wealth and Asset Management