Managers of Wealth

Alex Toohey nominated for Citywealth Investment Manager of the Year award

‘I consider it a privilege to be on the shortlist among such reputable professionals in the wealth management industry’

Purposeful digitalisation essential to future of wealth management

Although mergers and acquisitions have enabled some firms to thrive, overall, the segments of the population that wealth management serves have hardly changed.

UBS Set to Sell Credit Suisse’s US Mortgage Servicing Business by Q1 2025

The transaction is anticipated to be completed in the first quarter of 2025.

Why are private banks setting up shop in Spain?

Being on the ground will enable the Private Bank to be closer to the needs of our Spanish clients

HSBC's Play for Mideast Wealth Marred by Exits, Regulatory Curbs

To pull it off, Hangari made a series of pledges, including that he’d double his division’s roughly $50 billion in assets under management in the coming years

Does the number of millionaires matter to wealth managers?

The UK is expected to suffer the most from increasing global wealth mobility over the next few years

Rockefeller Asset Management Expands into Opportunistic Municipals with Three Actively Managed High Yield Bond ETFs

This expansion provides increased choice in how investors can access Rockefeller’s innovative suite of investment solutions.

Martin Gilbert attempts to woo investors for AssetCo plan

City veteran is trying to turn around lossmaking Aim-listed vehicle by splitting its shares

Stonehage Fleming Holds Final Close on Private Capital Annual Vintage Programme Raising in Excess Of $160 Million For The 2024 Fund

Each annual fund invests in approximately eight best-in-class managers that will provide underlying exposure to approximately 100-150 high quality portfolio companies.

Why ANZ is the Best Private Bank in Australia

It emerged as Australia’s Best for Family Office Services, Australia’s Best for Next-Gen, and Australia’s Best for Succession Planning.

UBS: Asia AUM Declines Despite Positive Inflows

This dip occurred despite the region gaining $8.2 billion in net new assets.

Banque Havilland: Is UBS Kicking the Owner Family Out?

And UBS apparently wants to end the client relationship with the Rowland family.

Basler Kantonalbank takes in less and spends more

The BKB also presents the figures for the parent company, the cantonal bank alone.

Swiss schools step up efforts to educate next generation of wealthy individuals

Swiss banks and boarding schools are paving the way in educating the next generation of ultra-high net worth individuals (UHNWI).

Advisers' top three tips for tackling the great wealth transfer

Barriers to wealth transfer planning often include not getting the right people in the room because clients can be nervous about involving their children - and vice versa.

After UBS earnings, is cash sweep drama over?

Broker-dealers are particularly interest rate sensitive companies.

Moore Dixon Partner named 2024 eprivateclient Crown Dependencies NextGen Leader

The list aims to showcase the rising stars and future leaders within the global private wealth sector, highlighting those who have demonstrated exceptional talent and dedication in their respective fields.

M&A key for growth in the UK wealth sector

Private banks are increasingly looking to expand operations, with mergers and acquisitions (M&As) becoming increasingly common.

$150 billion in inheritance will change hands this year: JBWere

Meanwhile, inheritance to family, friends and charity is expected to reach $5.4 trillion by 2044.

UBS's second-quarter 2024 results

UBS reports 2Q24 net profit of USD 1.1bn with continued client momentum and integration progress

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Wealth and Asset Management