Managers of Wealth

Envestnet accelerates product enhancements and builds out distribution capabilities

More than two-thirds of investable assets are now tied to HNW and UHNW investors.

Private banking: “We cannot talk about wealth management until we talk about wealth planning”, says Serge Fehr

On top of these skills, he has nearly 30 years’ experience in key positions in private banking in Switzerland.

Five UBS Financial Advisors in the Pacific Desert Market Recognized by Forbes as Top Next-Gen Advisors

Of the five, Phoenix based advisor Stockton Schultz also ranked 34th nationally on the Forbes America's Top Next-Gen Wealth Advisors list.

What the new rate-cutting cycle means for asset classes

Equities stand to benefit, as lower rates typically stimulate economic growth and consumer trends.

How Quilter’s £16bn WealthSelect MPS range beat its biggest rivals

Quilter is vying with Tatton for the title of the UK’s largest MPS provider – and the performance of its WealthSelect range shows why.

Finding a purpose for family wealth during uncertainty

Conversations around wealth planning and succession in family businesses can give UHNW clients a long-term perspective in an uncertain world, says HSBC Global Private Banking

Wealth managers weigh election strategies as vote approaches

Financial advisors are not immune to the upcoming election.

Nikko AM Group strengthens international investment platform with ManCo transfer to Apex Group

By outsourcing management company services to Apex Group, Nikko AM Group can concentrate on its core focus- delivering investment outperformance to its clients.

Janus Henderson completes NBK Capital Partners acquisition

The firms have closed the deal after announcing it in May

The critical role of empathy in client relationships

A culture of empathy also extends to employees.

JPMorgan net income falls as bank sets aside more money to cover potential bad loans

JPMorgan CEO Jamie Dimon said the bank continues to monitor geopolitical tensions that he called “treacherous and getting worse.”

Commerzbank expands business with ultra-high-net-worth clients

The Bank is consolidating relevant expertise and highly specialised departments into a dedicated UHNWI & FO division and will open two additional locations for holistic advisory services to this client group.

StepStone Private Wealth Surpasses $5 Billion in AUM Milestone

Powered by StepStone Group, one of the largest global institutional allocators to the private markets, SPW was founded in 2019 to expand access to these assets for the private wealth market.

BOS Closes Luxembourg Office, Rejigs Europe Strategy

The bank will continue to cover the UK market via its existing London office.

Money in motion: preserving legacy during generational wealth transfer

Predicting and preparing for the future is one of the most challenging aspects of being a trustee.

Protecting the legacy of the new generation of wealth generators

A recent Harvard business review article described creators as ‘change agents’, and estimated the creator economy capable of affecting $130billion of purchasing decisions annually.

UBS tech chief says Credit Suisse integration is on track after test run

Ermotti said in May that any delay to the IT integration would hit the Swiss banking giant's promised cost savings.

Liontrust blames outflows on Budget 'speculation and uncertainty'

For the three months to September 30, net outflows were £1.1bn, a slight drop from the £1.6bn recorded in the same period in 2023.

Brooks Macdonald to acquire Lift for £45m

Lift is headquartered in Greater Manchester, with offices in London and Edinburgh.

Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors

New data from “The Alts Institute” provides key insights into the value of alternatives in end investor portfolios

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Wealth and Asset Management