Managers of Wealth

LPL Closes Acquisition of $6.5B Wealth Business

Crown’s wealth management business supports about 260 financial advisors who serve clients with some $6.5 billion of advisory and brokerage assets

BlackRock expects wealth, pension funds to soon trade spot bitcoin ETFs, report says

BlackRock is seeing “a re-initiation of the discussion around bitcoin” related to allocations to the world’s largest cryptocurrency and portfolio construction

UBS Lands $700 Million Merrill Lynch Team

Moving with the Coutant brothers are senior wealth strategy associates Meredith Mitchell Smith and Kristen Quick, and client service associate Henry Hamilton.

KKR to acquire Perpetual's wealth management, corporate businesses for $1.4 billion

The deal is expected to be completed in February 2025

The great wealth transfer has started — but millennials, Gen Z may not inherit as much as they anticipate

as they anticipate Part of the discrepancy is because “parents are just not communicating well with their adult children about financial topics.”

Citi’s former HNW Asia investments head joins Hong Kong-based Privé

The Citi veteran has joined a private banking and IAM software provider in Hong Kong.

CA Indosuez Switzerland: Lower assets despite inflows of new money

This is partly due to negative market effects, but above all to outflows of 1.8 billion francs in International Trade & Transaction Banking

UBS Struggles with Corporate Clients

Credit Suisse was the undisputed leader in corporate client business.

BNP Paribas WM eyes discretionary semi-liquid funds

The private bank is seeing net inflows, but clients continue to sell down Chinese stocks heavily, says Gabriel Chan, head of investment services, Hong Kong.

Lombard Odier in Brazil: why we are aiming for growth without acquisitions

This was the case with Credit Suisse, now owned by UBS, and the Julius Baer Family Office.

Deutsche Bank’s DWS inflated client asset inflows by billions of euros

Frankfurt-listed asset manager included low-fee advisory assets in its calculations for years

Rothschild & Co wins M&A Bank of the Year in EMEA from GlobalCapital

This recognition reflects our leading M&A advisory activity in the EMEA region.

Credit Suisse sells German private bank to ABN AMRO's Bethmann

The Swiss bank is increasingly focusing on ultra-rich clients and selling businesses that do not fit this strategy, such as its domestic private bank in Germany.

HP Wealth Management Celebrates 15 Years with a Green Initiative

Hubbis is grateful for our longstanding relationship with HPWM, and we extend hearty congratulations for reaching such an incredible milestone, and we look forward to continuing our collaboration with HPWM.

Meet the former RAF pilot who is now Head of Wealth Management at Canaccord

From flying to finance!

UBS's first-quarter 2024 results

UBS 1Q24 net profit of USD 1.8bn and underlying PBT of USD 2.6bn; integration priorities on track

Titan Wealth acquires Wigmore Associates Wealth Management

Wigmore provides advice to HNWIs in high value and complex circumstances

Banks fortify wealth management while shuttering regular branches

Also at play is tightened government regulation put in place to curb household debt, which represents a loss of stable interest income for lenders.

AC Bank redefines wealth management in the UAE

From advice to diverse investment opportunities, AC Bank's revolutionising private banking

Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Innovation

Financial Times and PWM Announce Wealth Tech Awards

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Wealth and Asset Management