Managers of Wealth

UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List

The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion.

Skylight Wealth Management Named One of the Best Wealth Management Teams in the State

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.

Union Bancaire Privée Annual results 2024

Union Bancaire Privée increases its group profit to CHF 257.4 million in 2024

Credit Suisse AT1 Bond Disputes: Switzerland in the Hot Seat

A key legal decision in New York this February could determine the next steps in the escalating conflict.

Schroders set to adopt all four SDR labels spanning 16 funds

These encompass the ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’ and ‘Sustainability Mixed Goals' labels.

Evelyn Partners announces the sale of its Fund Solutions business to Thesis

The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.

Liontrust buys Quilter for £2.8bn Special Situations fund

The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.

Barclays scores sport partnership becoming the principal partner of Lord's Cricket Ground

The new partnership with the Home of Cricket joins football and tennis in Barclays’ commitment to professional and grassroots sport

Objectway supports Baader Bank to propel its 'Road to Future' program

By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.

Curious Shifts Behind the Scenes in Asia's Wealth Management

Both decided to close their Hong Kong offices in relatively short order.

Ruffer to cut a dozen more UK roles

The latest round of redundancies follows the 20 UK jobs that went last year.

Guernsey Finance to update industry on new opportunities

Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).

The Flower Group launches M&A support service for wealth managers

The service has already made a significant impact, working with eight acquirers and 30 sellers

Titan Wealth expands with acquisition of Advisa Wealth

This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.

Weatherbys’ Private Bankers recognised in the Spear’s 500 Wealth Management Index

The directory features the very best private client advisers, wealth managers, lawyers, and service providers globally, and we are thrilled to have been included.

Delivering Global Private Banking Excellence in Asia

At Morgan Stanley, we believe in delivering “first-class business in a first-class way.”

Private bank-backed equity boutique closes down

Crystal Asset Management specialised in concentrated European equity portfolios.

These Four Swiss Financial Institutions Are Hotly Tipped

They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.

Utmost Wealth Solutions launches Navigator technical briefing

This edition also welcomes expert contributors from Utmost’s new colleagues at Lombard International with commentary on the implications for EU insurers

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

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Wealth and Asset Management