Managers of Wealth

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.

Wealth Manager Consolidation Intensifies in Pursuit of Capturing Client Walletshare

Wealth managers are increasingly focused on providing truly comprehensive wealth management, pursuing M&A to bolster capabilities and capture more of the value chain.

Italian scheme hands over Credit Suisse AM’s mandate to Pictet, Fidelity

The moves was made with a view to structuring one single public tender for the management of the fund’s assets, and to support its strategic asset allocation project.

DIFC fortifies position as preferred global hub for wealth and asset management firms

Total number of wealth and asset management firms surpasses 370 in the first quarter of 2024

Best Middle East wealth managers 2024

Part of the Spear's Wealth Management Indices 2024

GKB sells minority stake in Twelve Capital Holding AG

The investment manager will increasingly focus internationally in the future.

Kaiser Partner Privatbank is increasing the pace

The assets under management increased from 5.3 billion francs in the previous year to 5.7 billion francs.

BLKB strengthens the investment business

In order to further expand its market share in the indifferent business, BLKB will create the new Wealth Management division on October 1, 2024.

DFMs face big challenge as real returns slump to 2016 levels

ARC finds that the typical client at a wealth manager would effectively have lost 15% of their wealth since a peak in 2021.

ABN AMRO Bank posts net profit of EUR 674 million in Q1 2024

In the first quarter of 2024 we delivered a very strong performance, with a net profit of EUR 674 million.

Private Bankers and Dealmakers in a Daring Role Reversal

This is currently evident between investment banking and private banking—two branches of banking with deep cultural divides and distinctly different archetypes.