Managers of Wealth

JTC’s Global Expertise Recognised at Citywealth IFC Awards

In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.

MilleniumAssociates Enhances Its Global Advisory Board, Naming Neil Fatharly as Its Latest Member Amid Further Expansion Moves

The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.

BankMed (Suisse) SA becomes Banque Des Monts Blancs

The years 2023 and 2024 marked a pivotal turning point for the bank, which underwent a comprehensive repositioning and restructuring.

Postfinance, UBS, ZKB: The most important messages from the CEOs

The program of the 23rd "Vision Bank - Vision Financial Center Switzerland" forum on the topic of "Evolution of banking models" organized by "Finance and Economy" (FuW) was packed.

Zurich asset manager joins SSI Group

Huber & Partner is joining the asset manager SSI Group.

Cinerius-backed SSI Group buys Zurich IAM

SSI Group acquires Huber & Partner, bringing its assets under management to CHF 2.3bn.

How Ultra-High Net Worth Individuals Manage Wealth Across Generations

To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.

Danske Bank to become the first financial institution in the Nordic region to implement Aladdin Wealth™ into its personal customer investment services

Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.

Fuel Ventures invests £4M in Prosper for AI wealth management

The investment round also attracted notable sports figures, including England cricket captains Ben Stokes and Jos Buttler, as well as Olympic and world champions Dame Jess Ennis-Hill & Dame Sarah Storey, among others.

Wealth Management Firms Embrace Independence And Growth

Recent developments within the wealth management sector indicate significant shifts as firms restructure and expand to adapt to the needs of their clients.

UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform

The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology

Hamilton Lane: Infrastructure leads the way for allocation increases in 2025

Nearly half of wealth advisors plan to increase exposure to private infrastructure this year, according to a recent survey by Hamilton Lane.

UBP profit rises 15% to CHF 257.4mn in 2024

UBP is headquartered in Geneva and specialises in wealth management for private and institutional clients.

Nominations Open For 2025 Wealth Management Industry Awards

New submission categories celebrate innovation in AI, data management, estate planning, and more

HSBC’s New Flagship Wealth Centre Is Elevating Financial Excellence In Malaysia

This state-of-the-art centre is set to redefine how Premier Elite customers manage their wealth, offering tailored financial solutions in an exclusive, inviting space.

VP Bank event: Well equipped for highs and lows - Record pursuit on Mount Everest

On behalf of VP Bank, Felix Brill will provide an outlook on the economy and financial markets.

Deutsche Bank reports 2024 profit before tax of € 5.3 billion and € 2.1 billion of proposed capital distributions to shareholders

Revenues grew by 4% year on year to € 30.1 billion, in line with guidance.

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Wealth and Asset Management