Managers of Wealth

J.P. Morgan Wealth Plan Named #1 New Tool among Online Brokers

Wealth Plan recognized by StockBrokers.com for bringing planning to J.P. Morgan Self-Directed Investing customers

SJP reports record FUA but inflows fall by almost half

This largely came from significant growth in its pensions arm, which grew by over £6bn in the final quarter of the year

UBS to Get the Supervision it Deserves

He has few illusions about their ability to avoid crises, making him an ideal fit to watch over the new UBS.

Schroders boss: Advice guidance proposals ‘will not solve advice gap’

The FCA published its advice guidance plans last month.

‘It is an interesting time to be active asset management CEO’

The passive push, the advent of active ETFs, the all-round cost-cutting – Kamal Bhatia takes the reins of Principal AM at a pivotal point for the industry.

Observers expect massively higher provisions at Julius Baer

So far, the institute has set aside 70 million francs on this item.

Excellence: the way for private banks to stand out

A million dollars of short-term deposits is very different to a million dollars invested actively through a discretionary mandate.

Report: 10 resolutions for wealth management success

EY Global Wealth and Asset Management group’s 2024 outlook report presents 10 ‘resolutions’ that leaders and organisations should adopt in 2024

GBA wealth management scheme opens to brokers, more financial products available for purchase

Investors can now purchase a wider range of wealth management products, including deposits, bonds, equity funds, and public mutual funds.

CA Indosuez Wealth (Asset Management) celebrates its 10th anniversary in 2024

Its main mission is to serve Crédit Agricole Group entities internationally, as well as their clients and partners, by delivering a high level of service and offering a privileged client experience.

Jersey takes top spot as ‘International Financial Centre of the Year’ in Citywealth Awards

Now in their thirteenth year, the awards highlight the excellence of advisers and managers in the private wealth sector across major IFCs.

Crédit Agricole SA announces the acquisition of a minority stake in the capital of Worldline

It aims to strengthen this partnership in order to create a major player in payment services to merchants in France.

Citibank Enhances Debit Card Benefits for Top-Tier Clients and is First Bank in Singapore to Partner Mastercard in Tree Restoration Initiative

Bank launches Citigold Private Client World Elite Debit Mastercard and joins Mastercard Priceless Planet Coalition; commits to restoring a tree with every S$1,000 spent on card

Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Generational wealth transfer

Quilter platform awarded ‘A’ financial strength rating by AKG

AKG’s assessment of financial strength measures a company’s ability to sustain delivery of its products or services.

Baillie Gifford US Growth discount narrows as positive performance returns

Six-month results

Libera and ZWEI Wealth are now working together for manager selection for pension funds

The collaboration enables small and large pension funds to use the latest technology and to take a very broad provider universe into account in every selection.

VENCORA UK Limited publishes definitive notice of the interim result of the public tender offer for all publicly held registered shares in CREALOGIX Holding AG

The definitive notice of the interim result shows that 622,800 CREALOGIX shares were tendered into the offer during the main offer period.

Quilter: Q4 Reported and core net flows rebound to deliver net positive inflow; fourth quarter IFA Platform gross flows up 44% year-on-year

Our actions to enhance the proposition of our Platform continue to bear fruit.

Abrdn confirms job losses amid £120mn of cuts to investment business

The division had total assets under administration of £66bn, and net inflows in the six month period to 31 December 2023 of £1.1bn.

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