Managers of Wealth

FirstBank emerges best private bank for sustainable investment in Africa

The Bank has remained consistent in reinventing itself, enabling success through the years of its existence for the last 130 years

Quilter and Canaccord hit by stricken AIM stock which tried to sue Tesla

Shares in Australian capacitor company Cap-XX have fallen 99% over three years due to a litany of issues.

Lisbon: Julius Baer is moving closer to customers with “golden visas”.

The Zurich private bank Julius Baer is now also setting this in motion.

Vontobel 3-month 2024 trading update

In the first quarter of 2024, assets under management increased by CHF 16.9 billion to a total of CHF 223.7 billion compared to year end 2023. T

Results of the 2024 Annual General Meeting of UBS Group AG

Shareholders approved all proposals at the Annual General Meeting of UBS Group AG.

Goldman to Hire for Asset and Wealth Management in Asia

Goldman Sachs plans to hire «steadily» in Asia with Singapore, Australia and Hong Kong named as key markets in the region.

Baillie Gifford Sustainable Income fund added to the Wealth Shortlist

The fund focuses on providing a resilient income over time, meaning that while the income provided by this fund may not be the highest available, it can be expected to be more consistent.

FNB honoured with 7 awards for Private Banking excellence at Euromoney Awards

The 2024 awards celebrate the achievements of the world’s leading private banking and wealth management institutions in client service, product development and commitment to the sector.

Deutsche Bank reports 10% year-on-year growth in profit before tax to € 2.0 billion in the first quarter of 2024

Deutsche Bank’s target ratios improved compared to the first quarter of 2023.

LV= completes its transition to BlackRock as primary asset manager

The transition to BlackRock is part of a wider business strategy to broaden LV’s distribution and investment capability, aligning with LV's ambition to deliver enhanced value for our members.

The race to become Asia’s wealth management hub

Both Hong Kong and Singapore have launched open-ended fund vehicles over the last five years, allowing investors to incorporate funds in the region.

HSBC Accelerates Wealth Management Strategy in U.S. with Opening of Flagship Wealth Center at Hudson Yards

New U.S. Head of Wealth and Personal Banking Racquel Oden Announces Launch of Latest Wealth Center Alongside U.S. and Americas CEO Michael Roberts

UBS’s Drew Freides and Michael Kanigher Named to Forbes Best-in-State and Top Wealth Advisors lists

Together with their team, Mainsail Wealth Partners, Drew and Michael are responsible for managing over $8 billion in invested client assets for ultra-high net worth individuals and families.

Andrew Chatterton: Exemplifying Excellence as a Spears “Top Recommended” HNW Wealth Manager

This recognition not only highlights Andrew’s outstanding professional capabilities but also underscores his unwavering commitment to his clients’ financial well-being.

Redmayne Bentley acquiring Blankstone Sington client assets

Leonard Curtis have deemed the most favourable solution for Blankstone Sington clients is for a transfer of their money and assets to a single broker which is also regulated by the FCA.

Quilter first quarter flows demonstrate continued strong business momentum

This reflected improved net inflows and higher equity markets, partially offset by rising bond yields in the quarter which reduced the market value of bond portfolios.

Abrdn gets much-needed £800m boost

The first-quarter net inflow for the asset manager is a significant shift from the £6.2bn outflow it suffered in the corresponding period of 2023.

RMB Private Bank wins big at the 2024 Euromoney Private Banking Awards

RMB Private Bank named SA’s Best Private Bank for Ultra High Net Worth Individuals for the second consecutive year

The six unknowns at the UBS general meeting

Above all, today's Wednesday marks the first regular shareholder meeting since the official takeover of Credit Suisse (CS) last June.

Swiss fund awards group nominees for 2024

The winners of 12 categories will be announced on 21 May in Zurich.

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Wealth and Asset Management