Managers of Wealth

Brooks Macdonald Group plc half-year results for the six months ended 31 December 2023

"Six months of strategic progress resulting in an 18% increase in underlying profit before tax"

Mirova targets €200 million for its new social impact private equity strategy

The fund aims to raise €200 million from institutional and individual investors in Europe and will be spearheaded by Senior Investment Director Judith-Laure Mamou-Mani.

Successful financial year for the Raiffeisen Group – market position further expanded

In particular, the group was able to significantly increase income from customer business. Business success increased by 354.5 million francs to 1.7 billion francs.

Pictet: Six Characteristics Driving Female Wealth Success

Women often excel in building strong and lasting relationships with clients

Wealth managers vs Vanguard LifeStrategy: How the returns really stack up

Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.

Singapore Has the Region’s Wealthiest One Percent Club

The money needed to make it can still vary enormously depending on what country or city you live in, even in an era where the gap between the rich and the poor is generally understood to be accelerating.

Woori Bank targets wealthy customers with planned branch expansion

New branches will open in Banpo-dong in Seocho, southern Seoul, and the northern part of Seoul.

VG’s Director of Private Wealth, Debbie Lumsden, Wins Silver Citywealth Women of the Year – Jersey Award

The awards spotlight individuals and companies who support caregiving responsibilities, female leadership, and celebrate diversity.

Maerki Baumann unveils modern crypto brand

Maerki Baumann has launched a new brand for its cryptocurrency services.

Private Banks Divided on China GDP Target

This marks the end of a 30-year tradition that offers a rare glimpse into the thinking of China’s second-in-command, who is usually in charge of the economy.

Perigon Wealth Management Expands With Two New Firms

The acquisitions follow Constellation Wealth Capital becoming a minority investment partner in Perigon in January to enhance the firm’s strategic expansion.

Mercer buys $2.5bn UHNW RIA

The deal is the third — and by far the largest — of the year for Mercer.

UBS’s Antonia Sariyska on carbon tracking in wealth management

When private-wealth clients say they want to invest with impact, it is often up to the manager to figure out what that actually means.

Maerki Baumann launches new brand for its crypto services

The private bank has succeeded in positioning itself in a lucrative market niche, while launching additional services and tapping into further client segments.

Rathbones: Results Statement

Full Year to 31 December 2023

Rathbones forks out £6m to retain key staff after Investec W&I deal

PB execs say industry should focus on retention of quality female talent

Senior private banking execs say the issue with female talent lies in retaining them, rather than hiring them.

Why Julius Baer advisory head is sceptical of semi-liquid funds

Mark Winterburn, head of investment advisory UK, is concerned that greater liquidity could lead to sub-standard returns.

JP Morgan AM extends iCapital partnership in Apac wealth push

The US asset manager is making its alternatives funds available to wealth managers across Asia Pacific through the iCapital platform.

Bentley Reid appoints Paul O’Neill as chief investment officer

Most recently, he has worked as a strategic change project manager for Schroders, Hermes and Fidelity.

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Wealth and Asset Management