Managers of Wealth

SJP records net inflows of £890m in last quarter

The UK’s largest wealth manager also recorded gross inflows of £4.4bn in the third quarter, 20% higher compared to the same period last year.

Liontrust shares fall after fund manager suffers £1.1 billion of outflows

Active fund manager hit by economic and political uncertainty ahead of Budget

UBS Financial Advisor Warren Coughlin Named to the Forbes Top Next-Gen Best-in-State Wealth Advisor List

This is Warren's third inclusion on the list.

Tracey Davidson named in Spear’s ‘Power List 2024’

The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.

This Assessment Will Please Swiss Banks

One of his conclusions will particularly please Swiss private banks.

Three areas wealth industry should tackle to deliver better consumer support outcomes

It’s only right that in time, attention will turn to consumer support

StanChart Runs UHNW Family Forum in Hong Kong

Hong Kong was chosen as the first stop for the bank’s forum as one of the four wealth hubs from which it serves ultra-high net worth indivi

Quilter reports third quarter net inflows of £1.4 billion

The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.

Luxembourg Tops the Global Wealth Rankings in 2024

The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.

Merrill Earnings Highlight Size of New Clients, Not Quantity

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

Julius Baer CIO tells rich to brace for private market 'hangover phase'

Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.

Affinity Private Wealth announces succession plan to remain independent and owner-managed

The strategic initiative is driven by the original founders and shareholders.

Switzerland’s wealth managers bank on a future in Asia

Hong Kong and Singapore are the world’s rising wealth centres

UBS Forecasts Impact of China’s Fiscal Package

UBS shares its views on the market impact based on varying package sizes that could be announced.

AXA IM launches a global Philanthropy programme, bringing together all global and local charitable endeavours focused on “Empowering Sustainable Futures”

AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.

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Wealth and Asset Management