Managers of Wealth

FB50

The industry measure of brand success from the voice of the market. An annual study of fund selectors' best global asset management brands.

White Paper: The Future Of Fund Management

We highlight and discuss three key areas

New IPO Trophies for the Spanish Exchange: with Flying Colors

The Spanish stock exchange has double reason to celebrate, with the introduction of two new IPO trophies: one for the growth-oriented market (BME Growth), and one for the main market.

CaixaBank launches subsidiary company OpenWealth for high net worth clients

OpenWealth will provide a ‘Multifamily Office’ offering to customers

Wealth start-up wins funding

HSBC AM is joined by Japan-based private equity firm Daiwa PI Partners and shareholders

Digital PB partners with Italian group to boost digital WM

In April 2022, Fideuram-ISPB made a CHF 19m equity investment in the digital bank as part of the latter’s series B+ financing round.

Robotics hiring levels in the private banking industry rose in April 2022

We've analysed hiring patterns using data from GlobalData

UBS Beefs Up Digital Connectivity With New App

The app will also add new features every month with the next phase

Fidelity partners with Moonfare to broaden access to private assets

The service is first available in Hong Kong and Singapore.

Intesa Sanpaolo Private Banking partnering to advance the digital wealth management offering for the clients of Fideuram-ISPB

The combination of this expertise with Fideuram-ISPB’s private banking knowledge will allow to develop a product roadmap designed to enhance the digital wealth management offerings for Fideuram-ISPB’s clients.

Another Real Estate Company Joins SIX Swiss Exchange: Welcome EPIC Suisse!

With its successful listing, EPIC Suisse AG becomes the third company to list on SIX Swiss Exchange this year, thereby increasing its peer group of listed companies in the real estate sector. The opening price was CHF 68.00, resulting in a market capitali

UBS to Launch Banking App in Singapore

If successful, the new app which is designed to connect investors with ideas in a global ecosystem could be used in other markets.

One deadline ahead in Operational Resilience. Now off to the next!

The countdown has already started to the next deadline of 31 March 2025, for firms to prove their ability to operate within impact tolerances.

White Paper: The Future of Fund Management

The race for differentiation: How fund managers are changing the range of the products they offer and the way they provide them, to meet rising investor appetites for new asset classes, differentiate their brands and protect their margins

Zoe Announces Partnership With Female-Led Wealth Management Firm Creative Financial Services

The RIA's team acknowledges that wealth protection and client understanding are core elements of a financial plan.

Canadian advice tech firm enters UK market

This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.

Swiss asset manager Julius Baer eyes crypto and DeFi potential

Swiss asset manager Julius Baer is set to offer cryptocurrency exposure to its high-net-worth clientele.

Mirabaud selects Temenos for new wealth management system

Mirabaud will adopt the complete suite of Temenos wealth banking capabilities, from self-service channels and portfolio management to back-office processing, including Payments, Financial Crime Mitigation and Data Lake.

Working our way back to the office: a hybrid model to reopen safely

Truth is, the last months of 2021 were filled with intentions of bringing our people back to the office at the beginning of the new year.

Google, Facebook: how we are acting to protect digital rights

“This is especially important for technology companies in relation to digital rights.”

FinTech