Wittmann woos family money with bold predictions
Central to their decision-making, amid today’s re-configurated geopolitical reality, is the position of Germany and the new leadership in Berlin.
Wealth and Asset Management
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HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.
Julius Baer sets focused strategy to unleash its full potential through disciplined execution
The Group further shares its strategic agenda and priorities, and a new set of financial targets for the upcoming three-year period commencing in 2026.
Wealth Management Market Study identifies size of the HNW international life insurance market for the first time
This landmark Market Study unveils for the first time the size of the rapidly growing HNW international life insurance market.
Wealth Management Industry Awards Announces Record Number of Finalists for 2025
This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry.
London & Capital and Waverton Investment Management officially combine as W1M
W1M manages over £21 billion in assets, placing it among the UK’s largest wealth managers.
MillTech launches cash management solution in collaboration with BlackRock
MillTech has experienced significant success in providing the investment community and global corporates with automated currency management and access to better FX rates.
Evercore Wealth Management Expands San Francisco Office with Appointments of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winnie Yam
All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust.
JP Morgan’s Harshika Patel on crossing the $200bn AUM mark
The American private bank’s Asia boss reveals her strategy since taking the helm, from a recruitment push last year to targeting family offices and shutting its EAM desk.
Standard Chartered appoints Global Head of Data, Analytics & AI for Wealth and Retail Banking business
He was responsible for driving data platforms, advanced analytics and CRM capabilities for HSBC’s retail and wealth banking operations across products, segments and channels, leading a global team of over 1,000 professionals in more than 20 markets.
Pictet WM’s Gentizon: We are paid to take risk
Pictet WM’s head of fund and manager research tells FSA about the firm’s contrarian approach to fund research, and why boutiques resonate with the entrepreneurial spirit of the bank.
Shackleton buys IM Asset Management from Irwin Mitchell
IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.