Managers of Wealth

Victor Aerni: «We Are Reluctant to Hire Big Teams»

Numerous private banks have taken advantage of the UBS takeover of Credit Suisse by hiring talent that has exited the latter, including in Asia.

Advisers realising Consumer Duty has ‘real teeth’, Schroders finds

Meanwhile, 63% of advisers think that the fair-value outcome of the Consumer Duty will put pressure on ongoing charging models, up from 59% a year ago.

Schroders UK Financial Adviser Pulse Survey 2024

Client optimism reaches highest level since 2021 with investors edging back to markets

Kermitted Asset Management: ‘Who cares?’ wins

The chairman has something to say but this time he needs to get in line

Ever Wonder How the Ultrarich Bank? 9 Checking Accounts With Perks for the Wealthy

Many ultra-high-net-worth individuals choose to conduct their banking at the same institutions that are frequented by average consumers.

Survey shows Singapore’s wealth management industry is embracing the digital age

40% of respondents under 35 even tapped robo-advisory services.

How the ultra-wealthy are preparing for a property uptick

When Rich Listers hit go on commercial real estate projects, it’ll be a sign that we’re close to a market turnaround.

Global Finance Names The World’s Best Sub-custodian Banks 2024

The list of winners of Global Finance’s Best Sub-custodian Bank 2024 Awards follows.

Mirae Asset Asset Management announced on the 10th that its net assets of the "Mirae Asset Asia Hardware Tech Fund

Mirae Asset Asia Hardware Tech Fund" has recorded a cumulative return of 28.39%

Will the US follow Europe’s lead on interest rate cuts?

Even though the decision was expected, European equities fell slightly, government bond prices rose (yields fell), and the euro appreciated right after the announcement.

SJP chief says fund groups have ‘ceded too much control’ to proxy advisers

Mark FitzPatrick joins JPMorgan boss Jamie Dimon to criticise proxy firms’ influence over shareholder meetings

Goldman Sachs bullish on private banks, says correction offers opportunities

Analysts at Goldman Sachs said the steep correction in private bank stocks on Thursday after the fall post-election results, offers opportunities to accumulate private banks.

Annabel Spring: «We Are Heavily Doubling Down on Asia»

As a major Asia-focused financial group, the region is naturally a top business source for HSBC.

Europe’s upturn is here but structural issues remain

Growth is rising, unemployment has fallen to a record low, and normalising inflation means that the European Central Bank (ECB) is ready to start cutting interest rates.

World's richest have never been so wealthy — study

Their total wealth reached $86.8 trillion in 2023, a 4.7 percent increase from the previous year, according to the annual World Wealth Report.

Top tips to grow your wealth: Atlanta Falcons limited partner

One of those partners, Family Office Investor Rashaun Williams, joins Wealth! to discuss the move's significance and his biggest investment tips.

How private equity managers in France can future-proof their funds

As the private equity landscape continues to evolve, managers must take proactive steps to future-proof their funds.

No savings in 2024? I’d use the Warren Buffett method to start building wealth

With inflation sending food and energy prices skyrocketing, many households have been forced to dip into their savings to cover living costs.

Deutsche Bank successfully completes issuance of Additional Tier 1 capital instruments

The denominations of the securities are € 200,000. Deutsche Bank AG acted as sole bookrunner for the offering.

Uncertainty meets stability: UK trends with Jo Kitcat

Current industry challenges include fund raising and exit issues, and in the listed space, liquidity and size issues.

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