Managers of Wealth

Wealth managers uncertain over inflation path for this year

Wealth managers have their own forecasts over inflation trends for this year.

John Woods: «Strong Gains in the Second Half Are Unlikely»

He believes that the second half of 2024 is likely to generate softer returns of mid to low single digits.

Chinese Investors Put USD277 Billion Into Wealth Management Products in April

The country’s WMP sector reached a size of CNY28.63 trillion (USD3.96 trillion) as of the end of last month, statistics from the department of research of Citic Securities showed.

SJP takes 20% stake in partner firm’s group

The wealth giant has bought into Cooper Associates Group, parent company of partner firm Cooper Associates Wealth Management.

Scotia Wealth Management celebrates best int'l private bank award

It honours banks with a global footprint that best serve the unique needs of high-net-worth individuals.

OCBC: Non-Interest Income Drives Record Profit

This marks a quarterly record high for the Singapore lender.

Labuan IBFC and Qatar Financial Centre launch joint publication on Islamic finance

Joint publication was launched in conjunction with masterclass series which featured panel discussions on Shariah-compliant leasing and wealth management solutions

HSBC Global Private Banking presents “Growth with Purpose” event for women-led business leaders in Qatar

HSBC continues to support women entrepreneurs in turning their dreams and visions into reality

Schroders files application to launch wealth LTAF

The new strategy will have a lower investment minimum that will allow wealthy clients with smaller portfolios to access private equity.

Brookfield Asset Management Announces Strong First Quarter Results

Insurance Flows and Castlelake Add $75 Billion of AUM Since Quarter End

First Citizens Wealth Launches Enhanced Private Investments Capabilities

Private Investments reflects our commitment to delivering outstanding options and advice to our clients.

Achieving scale in wealth management through innovative technology automation

Assets under management in the global wealth management market are expected to grow to £118 trillion in 2027

Weatherbys Banking Group reports doubled pre-tax profits in 2023

The group’s return on equity increased to 34.2%, and the net interest margin rose to 4.82%.

Investec W&I suffers £600m net outflows following investment manager departures

Offset Rathbones’ positive wealth management inflows over the quarter

Rathbones Group Plc First quarter trading update

Rathbones discretionary and managed net inflows for the quarter totalled £0.4 billion (Q1 2023: £0.4 billion).

UBP House View - May 2024

The longer-than-expected disinflationary process and increasing tensions in the Middle East undermined the equity and bond markets in April.

LPL Closes Acquisition of $6.5B Wealth Business

Crown’s wealth management business supports about 260 financial advisors who serve clients with some $6.5 billion of advisory and brokerage assets

BlackRock expects wealth, pension funds to soon trade spot bitcoin ETFs, report says

BlackRock is seeing “a re-initiation of the discussion around bitcoin” related to allocations to the world’s largest cryptocurrency and portfolio construction

UBS Lands $700 Million Merrill Lynch Team

Moving with the Coutant brothers are senior wealth strategy associates Meredith Mitchell Smith and Kristen Quick, and client service associate Henry Hamilton.

KKR to acquire Perpetual's wealth management, corporate businesses for $1.4 billion

The deal is expected to be completed in February 2025

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Wealth and Asset Management