Managers of Wealth

Sarasin & Partners relocates London HQ

Move comes after two decades in same location

Zurich boutique partners Morgan Stanley for sub-managed fund

Divas Asset Management has been chosen as a sub-investment manager for a CHF 136m fund designed for an insurance group.

Dollar Bank expands wealth management services in Ohio, US

The expansion is expected to enhance customer support in financial planning for retirement, education, and wealth management.

Citywire Private Office Retreat: Wealthy clients not leaving UK in their droves

Delegates at our annual event held at Pennyhill Park gathered to discuss all things from politics to investments.

Hoxton Wealth adds risk profile assessment andd ID verification to mobile app

The Hoxton Wealth app now has more than 10,000 users worldwide.

How Nordea is transforming digital wealth experiences

At this year’s Nordic Fintech Week, Johan Borg, Head of Digital Wealth, shared insights into how Nordea is transforming its digital wealth management offering to meet the evolving needs of Nordic investors.

Report: 20% of Wealth, Asset Managers to Be Acquired by 2029

The latest deal analysis from OliverWyman and Morgan Stanley predicts 1,500 “significant” transactions in the next five years across wealth and asset management.

Big Bank Regulation: Bankers Association Warns, UBS Reaffirms

The first reactions from the Swiss Bankers Association (SBA) and UBS followed swiftly.

Zurich Fintech Boosts Blackrock’s Cross-Border Wealth Solutions

It simplifies regulatory checks while boosting efficiency and transparency for advisors managing and distributing investments internationally.

Exploring Lombard Odier’s success in fast-growing Middle East wealth market

Lombard Odier has expanded its operations in the oil-rich region through a team of executives who know the market and the client base.

Barclays unveils approach to navigating nature-related financial risk

Focusing on a sample of mining and European power companies, Barclays sets out its step-by-step approach to assess and examine nature-related dependencies, impacts and risks from the level of individual operating sites.

Golden Suisse and Professor Joseph Stiglitz Convene Global UHNWI Summit

Discussions centered on the growing fragility of the global banking system, the erosion of the U.S. dollar, and the increasing politicization of money and payment infrastructures.

Lombard Odier bullish on risk assets

The bank is bullish on equities and bonds, favouring Japan and emerging markets.

Nomura Bank Switzerland quits foreign fund rep activities

Nomura Bank Switzerland has confirmed it will no longer represent foreign collective investment schemes.

Resolution Reporting UBS

Given the ongoing integration work, FINMA, as in the previous year, is refraining from assessing the stabilization plan.

Crédit Agricole Corporate and Investment Bank and Indosuez Wealth Management Inaugurate New Singapore Office to Support Local and Regional Growth Momentum

This relocation aligns with Crédit Agricole Group’s long-term strategy for Asia-Pacific, driving operational efficiency, deepening synergies across business lines, and creating a future-ready environment for clients and employees.

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Wealth and Asset Management