Managers of Wealth

Perpetual secures revised offer from KKR for wealth and corporate trust units

Negotiations on the financial details of the updated proposal are ongoing, with shareholder profits still to be finalised.

UK’s richest donate smaller proportion of wealth to charity than average person

This equated to an estimated £7.96 billion.

NFG Partners on the art of emotion-free investing

The top brass of the Geneva-based firm discuss the inherent instability of markets, what AI is good for, and how to avoid emotions in investing.

Foreign Banks in Switzerland Stage a Comeback

The downward trend continued in the following years.

BCV Group in 2024: net profit of CHF 441 million and dividend increase to CHF 4.40 per share

The Board of Directors will propose at the next General Meeting to increase the ordinary dividend by CHF 0.10, to CHF 4.40 per share.

abrdn Adviser cuts charges for wrap clients

In addition, standard platform charges for existing Wrap clients have been reduced, aligning them with the pricing structure introduced for new clients last year.

NOVA Wealth achieves B Corp status

It employs a growing team of 70, including 16 advisers

VP Bank strengthens leadership with Co-Heads to lead Singapore Branch; reaffirms commitment to growth in Asia through Singapore location

VP Bank's core competency lies in its deep expertise and established presence in the Intermediaries segment.

Rich people’s problems: Confidence in economy hits record low among wealthy Brits

This marks a steep decline from the beginning of Labour’s term when confidence levels in August last year fizzed at 84 per cent.

Leonteq update ahead of AGM 2025

Separately, Lukas Ruflin has informed the Board of Directors that he will no longer stand for election as a Board member at the upcoming AGM.

Moment of truth for HSBC boss

Duplications are to be eliminated and the cumbersome bureaucracy within the organisation is to be reduced.

NatWest comfortably beats expectations but lower interest rates might test profitability

The bank’s capital position has dipped slightly, partly due to capital return, but remains well within its target range.

Rothschild & Co receives two major awards from Global Finance

Global Finance names the best banks and other financial service providers

GUEST POST: Accessing the Swiss institutional and professional investor market

Switzerland’s regulatory framework is very open by European standards and allows all fund structures (including non-EU and those located offshore) access to its attractive pool of investors.

Natixis Wealth Management to Acquire Dorval Asset Management

This proposed sale would be accompanied by the opening of Dorval Asset Management's capital to its employees.

Wealth managers must stop selling trusts if they want to beat Saba

Saba has found little support in the UK for its campaign against seven investment trusts, but plenty of people are ready to sell their stakes.

ABN AMRO Bank posts net profit of EUR 397 million in Q4 2024

With almost half the global population holding elections, 2024 was an exceptional year.

Barclays profit leaps by a quarter as investment activity booms

The UK bank also enjoyed a boost from taking control of Tesco Bank’s savings, loans and credit cards last year.

Lumin Wealth acquires IFA firm based in Berkshire

This purchase adds over £50m of assets under management to Lumin VZ Group and marks the ninth acquisition since 2019.

Lombard Odier reports full-year 2024 results

Full-year net profit therefore stood at CHF 179 million, down 19% year-on-year.

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Wealth and Asset Management