Managers of Wealth

Brooks Macdonald flags how adviser acquisitions ‘demonstrate pace’ of unfolding strategy

During the first quarter of the financial year, the group saw net outflows of £0.1bn

Infrastructure investments with impact

Companies participating in the infrastructure boom benefit from an unprecedented pipeline.

Exploring wholesale digital payments: Deutsche Börse Group at the ECB trials

Together with leading institutions, infrastructures and fintech businesses, Deutsche Börse Group contributes to this transformative endeavour with its Clearstream and Eurex Clearing businesses.

Former Executives from Reyl and UBP Establish Their Own Firm

They are receiving support from Natalia Souto Rodríguez, a former partner at Prime Partners.

Apollo CEO Rowan Sees Private and Public Markets Converging

Competition and liquidity will boost demand for private assets, Apollo's CEO said at the CAIS Alternative Investment Summit.

InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation

InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle

Citizens Private Bank welcomes team in Boca Raton

A team at Citizens Private Bank is added to the workforce in Boca Raton.

deVere Group Secures Family Office Licence, Marking New Era in Elite Wealth Management

The newly secured Family Office Licence allows deVere to cater to the most complex financial needs of ultra-high-net-worth individuals (UHNWIs) and families, setting it apart from competitors.

Are the good years in asset management over?

The asset management industry is under pressure.

Rathbones Group PLC Third Quarter Trading Update

Net flows in the quarter reflected the resilience of gross inflows despite the impacts of managing a significant client consent process.

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.

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Wealth and Asset Management