Managers of Wealth

FNZ sells Timeline stake for £10.2m

FNZ disposes of its stake after Timeline CEO Abraham Okusanya confirms plans to build a platform with Octopus-owned Seccl.

Wealth managers risk 'baffling with science' when talking to heirs

Many younger clients now wish to start off their savings and investment on a firm footing

Behind the Headlines: HL deal proof that public markets are ‘falling out of love’ with wealth management

The offer provides an immediate cash value to HL shareholders at a significant premium of 54.1% over the pre-announcement share price.

Evelyn Partners delivered record H1 financial performance with a 18.3% increase in adjusted EBITDA

Record AUM of £62.2 billion, up 13.3% year-on-year and 5.2% since 31 December 2023.

Pictet AM backs Swiss and Japan equities

The asset manager has downgraded eurozone equities from overweight to neutral.

Charlotte wealth management firm with $1.1B in assets bought by Corient

That includes assets it acquired from Byron and Weston, Florida-based Emerald Multi-Family Office in deals that closed July 31.

Are private banks still worth it?

Account holders cherish the personal touch and the feeling of belonging to an elite club — but what about the products and services on offer?

RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors”

The ranking is based on interviews, professional credentials, advisor’s compliance records, firm recognition and assets under management.

Banque Havilland placed into administration

Laurent Fisch, a Luxembourg lawyer, and EY Strategy and Transactions, a consultancy, were named administrators and have taken charge of Banque Havilland’s assets.

Citigroup says wealth unit to sell trust services business

The plan comes as CEO Jane Fraser is carrying out a sweeping overhaul in an effort to improve the bank's performance, cut costs and simplify its sprawling businesses.

J. Safra Sarasin Triples US Rate Cut Forecast

On the selloff itself, Junius said that recent market turbulence highlighted that macro risks are shifting from inflation to growth

WH Ireland aims to grow wealth management after capital markets sale

WH Ireland also took GBP2.9 million in restructuring costs, versus none the year before.

Wealth managers keep their cool amid summer stock storm

Last week’s market volatility did not deter wealth managers from their course, with most prepared to wait or take advantage of share price drops.

UBS: Week full of action for Ermotti and Kelleher

The positive surprise triggered a price explosion for UBS shares.

WH Ireland withdraws wealth management arm sale as overall revenue falls 19%

During the year a number of potential buyers approached WH Ireland over the purchase of its WM division

Private Banks Divided on Post-Selloff Call

At the beginning of August, markets momentarily slid into a free fall before a slight rebound.

UBS's prestigious building: confidentiality obligation for prospective tenants

But the major bank is keeping its cards close to its chest.

Record 31 J.P. Morgan Wealth Management Advisors Selected for Forbes’ Top Next-Gen List

Half of them repeat on this Forbes top ranking; three make it into the top 100

Wealth Management Awards 2024 presenta Skandia

Manuel Felipe Garcia: "Investors always seek education, they seek guidance and we start from that"

Banks can attract the next generation with integrated wealth management and trust services

Some 7 in 10 younger customers prefer combining banking, trust and wealth management relationships.

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Wealth and Asset Management