Managers of Wealth

Lombard Odier lands prestigious pension mandate

With this, the British hope to achieve sustainable income and solid investment returns.

Northern Trust Appointed by Sanlam Asset Management (Ireland) Limited

Appointment Confirms Northern Trust as Sole Asset Servicing Provider for US$8.7 billion Investment Management Platform

Söderberg adds performance reporting tool following platform launch

Advisers will be able to show capital and income returns across single and multiple accounts.

Lyfeguard partners with Finova Money to overhaul financial planning and digital wealth management

The platform enables clients to share vital personal and financial information with family and friends to build a digital legacy and facilitate inclusive financial planning.

Wealth Club launches portfolio service ‘40% cheaper’ than DFMs

The service, managed by investment research head Jonathan Moyes, has average ongoing costs of 1.08%.

Wealth Management: Baker Tilly Partners with Wealthtech Addepar to Diversify Revenue Streams

They partnered with Addepar in order “to help grow their Family Office client base, diversify revenue streams and continue to provide the best in personalized, transparent wealth solutions.

J.P. Morgan Private Bank grows presence in Scotland

The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.

LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors

Building on the successful launch of Tax Planning, LPL’s Business Solutions team continues to evolve customized ways for advisors to offer innovative planning solutions for affluent families

HSBC Holdings plc Annual Results 2023

This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment.

Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs

The new business will focus on helping executives at registered investment advisors and hybrid firms with succession planning, team management, and strategic decisions.

UBS Wealth Management pushes back Fed rate-cut forecast to June

U.S. consumer prices rose more than expected in January amid a surge in the cost of rental housing, recent data showed, while job growth accelerated and wages increased by the most in nearly two years.

Al Ahli Bank of Kuwait Elevates Customer Experience with Nationwide Private Banking Expansion

The hustle of everyday banking often leaves little room for personalized attention.

EFG International Record profit

We made strategic investments in EFG’s future growth in 2023

Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name

The Swiss and French branches are both leveraging the family name to win a bigger piece of the lucrative global wealth-management pie. The odds are rising that the best way forward would be a merger.

Meet the new man at the helm of Canaccord in Jersey

CHARLES Cohen has had a varied career leading to his move to Jersey which will help him face any challenges ahead.

A Service That Grows With Your Family

We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.

Belvédère Asset Management CIO joins private bank in Zurich

Thomas Heller will become the new CIO of Frankfurter Bankgesellschaft in March.

Barclays PLC (“Barclays”) New operating divisions and management

Barclays segmental reporting will reflect these five operating divisions, in addition to Head Office, from the first quarter of 2024.

Netwealth sees FUM growth as it pursues ‘emerging’ opportunities

This included net inflows of $9.5 billion and positive market movement of $6.0 billion.

The Vincenz epic goes beyond any framework

Observers are rubbing their eyes: Instead of the expected appeal process next July, the case against Pierin Vincenz is going back to square one.

1
2
3
…
241
242
243
244
245
246
247
248
249
250
251
…
1588
1589
1590

Wealth and Asset Management