Managers of Wealth

Private banks place importance on Asia desks in Switzerland

Ongoing geopolitical tension and desire for booking diversification has kept desks serving wealthy Asian families in Switzerland busy, despite concerns from Chinese clients.

Private trust companies: a crucial tool for wealthy families

From the magazine: PTCs are becoming increasingly popular with wealthy families seeking to protect themselves and their assets

Swiss banking plan leaves 'relieved' UBS out of immediate firing line

Switzerland said that capital demands could be adjusted to reflect exposure to international subsidiaries, as well as lenders' governance, complexity and profitability, without setting specific thresholds.

T. Rowe Price Group Reports Preliminary Month-end Assets Under Management For March 2024

Preliminary net outflows were $1.2 billion for March 2024 and $8.0 billion for the quarter-ended March 2024.

Bank Julius Baer Deutschland AG : Deficiencies in business organization

Proper business organization is intended to ensure that credit institutions comply with legal regulations and do what is economically necessary.

St James’s Place advisers owe £920mn in business loans

Debt extended for purchases of partner firms’ client books shows extent of key scheme in wealth manager’s model

Hampden & Co reports strong client and profit growth in 2023

To meet the increased demand and deliver the personalised service expected, the bank grew the number of employees by almost a quarter (23%) to 154.

Year end trading summary and date of full year result

As a result of these substantial inflows, Mercia has begun the new financial year in a strong position.

Stratos Private Wealth extends its market footprint

Stratos Private Wealth extends its market footprint Stratos Private Wealth expands to Westchester, New York, and Southern New Jersey

Wealth Management tech solution wins at WealthBriefing European Awards

Laserfiche enables organisations to digitalise their business processes and manage their files effectively

Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms: Objectway’s Response to Growing Client Interest

Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.

Glarner Kantonalbank does not exercise call option for Tier 1 bond

Glarner Kantonalbank makes the decision to exercise the call right based on the underlying market conditions, economic aspects, the regulatory value of the instrument and its own capital planning.

Former RBS wealth management brand returns to Glasgow following takeover deal

That deal has now been completed, with the Glasgow business operating under the Adam & Co name going forward.

Wealth Management’s Rising Star in Asia Has Tricky Task at UBS

She’s using her ties with UBS investment bankers hailing from Credit Suisse to win business from ultra-rich clients.

Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability

The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices.

Canaccord Genuity Group Inc. through its wealth management business in the UK, announces completion of acquisition of Intelligent Capital

Operating under the Adam & Company brand, the combined teams become a significant wealth management business in Scotland with further growth potential

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Wealth and Asset Management