Managers of Wealth

Morgan Stanley First Quarter 2024 Earnings Results

Morgan Stanley Reports Net Revenues of $15.1 Billion, EPS of $2.02 and ROTCE of 19.7%

Quintet partners with BlackRock to launch first in series of new funds

Quintet will use Aladdin, BlackRock’s proprietary investment technology platform, for its risk analytics and reporting.

REYL Intesa Sanpaolo renews its partnership with Swiss Paralympic ahead of the 2024 Summer Paralympic Games in Paris

The Group aims to encourage their sporting career and personal development by enabling them to approach this important competition as confidently as possible and achieve their ambitions.

CaixaBank Private Banking commits to independent advice with a new exclusive centre in Barcelona

The goal is to make it a benchmark for independent wealth advice in the city of Barcelona.

Titan Wealth snaps up Bristol Planner Aspira

Earlier this week it completed the acquisition of Norwich-based Financial Planning firm Loveday & Partners which has around £600m of AUM.

Liontrust suffers £6bn of outflows in year

In the three months to March 31, the firm saw outflows of £1.2bn but assets under management remained steady at £27.8bn over the period.

Thurgauer Kantonalbank is expanding into online mortgages

In return, TKB will participate in Credex as a minority shareholder and will act as a lender on its mortgage marketplace in the future.

Liontrust GF Pan-European Dynamic Fund launches with over €150m.

The new Fund uses the same investment process

Endowus launches its full-service digital wealth platform; leading conflict-free investment advisory and fund distribution in Hong Kong

The full-service launch empowers Hong Kong-based investors with better choices, curated advice and control over their wealth.

CEO Summit: Why customisation is the future

This is part of a general drive to bring institutional approaches to wealth platforms says another participant.

Sanctuary brought in $4.9m through asset manager partner program in 2023

Sanctuary made the money via a strategic partnership program, sources told Citywire.

BNP Paribas has signed an agreement with Fosun Group to acquire its stake in ageas

BNP Paribas Group acquisition of a minority stake in ageas does not modify any term of this historic and strategic partnership.

The UAE is attracting HNWs – and wealth managers are following

Some 4,500 millionaires moved to the UAE in 2023.

Responsible Investment: Two Swiss Asset Managers Among Global Top 10

Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10.

Tatton pauses on buys as MPS valuations soar

CEO Paul Hogarth says that the firm is focusing on organic growth after another strong trading period for the business.

First Global Catalytic Capital Marketplace Co-Axis Unveils 70+ Solutions from 40+ Countries to Speed Up and Scale Impact

Co-Axis aims to unlock risk capital and harness the power of community to scale and speed up impact innovations tackling the world’s greatest sustainability challenges.

UBS publishes updated time series with restated segment financial information reflecting previously announced changes with no impact on Group results

These changes improve the consistency of reporting across the Group and provide details around funding and cost allocation methodologies.

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Wealth and Asset Management