Managers of Wealth

Why Schroders Capital is now going for wealth clients

Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.

How a Swedish wealth manager tailored its MPS to UK investors

The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

Interim management statement for the first four months of 2024

This resulted in net profit for the first four months of 2024 that is 50 per cent lower compared with the previous-year period.

New CEO and chair buy majority stake in Ticino IAM

Taurus Asset Management has also moved into a larger office in Lugano.

UBS: Does Iqbal Khan have to bake smaller rolls?

The major Swiss bank UBS is apparently considering putting investment bank boss Rob Karofsky at the head of its entire US business.

Lombard Odier celebrates 20 years in Belgium and opens an office in Antwerp

Lombard Odier supports entrepreneurs and their families from generation to generation with a comprehensive and tailored approach to wealth management, wealth planning and asset management.

Crookall chooses Objectway as a strategic partner for digital transformation and market expansion

The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.

PE-backed MKC Wealth snaps up two advice firms

Two client support staff have joined MKC Wealth’s London office in an administrative capacity as a result of the deal with Gibson Lamb.

UBS Revamps Leadership of Asset Management Unit

The memo offers an indication of the Swiss bank plans for its asset management unit, following earlier changes at its wealth management and investment bank divisions.

The existential threat at the heart of Britain's biggest wealth manager

Fees made St James's Place rich but now risk toppling the firm

Private banks see China opportunities, despite US tariff hike

Hong Kong equities look overbought, but mainland stocks are trading at an attractive discount.

Barron's Names Cassaday & Company One of Nation's Top Wealth Management Teams

The financial planning processes are interrelated and must be carefully coordinated by a team of professionals.

BIL Suisse establishes itself in the profit zone

The Luxembourg state still has a 10 percent stake in the company.

New group structure internationalizes management and strengthens cooperation

Helvetia will adjust the group structure as of July 1, 2024 and strengthen the international dimension of the group.

A dollar invested in children yields US$13 return

UNICEF pursues an integrated partnership approach to philanthropy in Asia

Swiss Re reports a first-quarter IFRS net income of USD 1.1 billion

This reflects continued underwriting discipline, a strong return on investments and effective management of operating expenses.

Investors and wealth managers turn attentions to yields

Up to 74% expect allocations to fixed-income assets to rise over the same period, with 22% predicting a dramatic increase in allocations.

UBS asset management leadership gets a refresh

The unit is undergoing streamlining, cost reductions.

IQ-EQ France supports Milleis Banque on its first retained securitisation transaction

Milleis Banque stands as the third-largest independent entity in French wealth management, catering to nearly 60,000 families and overseeing €13 billion of assets.

SEB to open a Family Office Service Company and Representative Office in Switzerland

The bank is also seeking to open a representative office under the same roof.

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Wealth and Asset Management