Managers of Wealth

Private banking up for NatWest in Q3 2024

NatWest Private Banking produced a return on equity of 19.7% and an operating profit of £90m in Q3 2024.

ABG Sundal Collier delays launch of private bank again - Di

The company has been developing the service for a two-year period, and announced in the spring that the launch would take place this fall. But now this is delayed until the beginning of next year.

Advising the new generation of private clients – modern entrepreneurs and wealth creators

An important factor for the new generation to consider is succession planning.

Odey Wealth Management enters liquidation

Odey Wealth Management’s registered address was also changed to Evelyn Partner’s office from the temporary office that Odey AM had occupied after it departed its Grosvenor Square headquarters last year.

Stonehage Fleming chair Anton Sternberg on going from James Bond to global adviser

Stonehage Fleming’s clients include the descendants of the famous spy’s creator. But the wealth manager’s UK chair says it eschews glamour in favour of the fundamentals

BNP Paribas WM holds two-day next-gen event in Hong Kong

Private banks in the region are relaunching or rolling out their next-gen programmes across key cities to be best positioned during the big wealth transfer across generations.

Billions of potential – How banks win the next generation of investors

Financial institutions must move away from standardized products and towards personalized services in order to continuously and proactively support investors in achieving their individual goals.

Broadridge Announces Distribution Insights for Asset Managers on Salesforce AppExchange

Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenue

UBS: CS Client Migration Could Finish in 2026

The migration of clients from Credit Suisse to UBS should take another 18 months

Moody's Recognizes EFG's Progress

The rating assessment reflects EFG's progress in areas such as capitalization and profitability.

Luzerner Kantonalbank quarterly financial statements

For the entire 2024 financial year, LUKB expects a consolidated profit "at the upper end" of the profit forecast, which was increased to CHF 270 to 285 million in June 2024.

Geneva Asset Manager Dies a Quiet Death

In April 2023, a Zug-based private equity boutique Quaestor Coach acquired a stake in GMG Asset Management.

UBS Global Wealth Management lifts global equities stance to 'attractive'

Economic growth is remarkably resilient and central banks have been proactive, giving us confidence the supportive backdrop has more room to run

From Man Utd to UBS: Fergie’s £3.5m title winner starts new job

Anders Lindegaard will offer wealth management services to athletes, after ending a twenty-year career in professional football.

Raiffeisen Bank Romania’s Private Banking Division: 1 billion euros in investment products and portfolio diversification focused on sustainability

These clients now have access to dedicated services, a wide range of financial products, and high-level investment expertise through a new team of personal bankers.

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Wealth and Asset Management