Managers of Wealth

Wealth management firms merge

The firm’s team of 14 will continue to be based at its Grove Farm headquarters.

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Firm introduces plans to expand existing team and services catering to UHNW clientele

JPMAM Inks New Zealand Wealth Tie-Up

Under the tie-up, CIP will further develop its offering by directly accessing JPMAM’s global capabilities and expertise.

Kestra Private Wealth Services Announces New Partnership Between Maven Bridge Capital and Evoke Wealth Management

Merger takes Evoke Wealth Management bicoastal, adding a West Coast footprint while fueling continued premier client service

Odey’s sole female fund manager resurfaces at Ninety One

Sophia Whitbread's Brook Global Emerging Markets fund closed last year

Wealth Solutions Report Announces Second Annual Wealth Exemplar Award Winners

Awards Across 15 Categories Recognize Excellence And Contributions To Industry

Two key UBS investors worry about bank's size, regulatory friction

UBS took over its rival in a state-orchestrated rescue last year, creating a bank with a balance sheet of more than $1.6 trillion, nearly twice the size of the Swiss economy.

Unicredit begins distributing Apollo’s clean transition Eltif in Italy

The fund aims to “offer European wealth investors access to private equity opportunities focused on the transition to clean energy and sustainable industry,” said the communiqué.

Nordea AM to wind down emerging markets debt team

Outsourcing to external manager

Majority of high net worth borrowers rejected for preferred mortgage – Investec

In the last five years, 84 per cent of high net worth applicants had to accept a lower LTV or put down a larger deposit to secure their preferred mortgage.

Nadège Lesueur-Pène: “Private Banks Should Better Focus”

A million dollars of short-term deposits differs from a million dollars invested actively through a discretionary mandate.

Business Awards UK Announces Winners of the 2023 Wealth Management Excellence Awards

This year's honourees have exemplified a dedication to excellence and a commitment to client satisfaction that distinguish them as industry leaders.

Titan Wealth Group announces sponsorship of GB Sevens men’s and women’s teams

Titan Wealth has an ambitious strategy for growth over the next 3 years, both in the UK and internationally.

Jupiter launches five-strong thematic fund range

The Article 8 range will be led by Amadeo Alentorn and focus on ‘transformative, and often disruptive, megatrends’.

Swiss Banks Entranced by Dubai's Allure

The United Arab Emirates (UAE) has become a melting pot of famous stars, influencers, and digital nomads as well as visionary entrepreneurs, investors, and asset managers.

Julius Baer to Announce Signa-Linked Write-Off

This is the largest exposure in its private debt loan book and is widely believed to be linked to Signa, which filed for insolvency in November 2023.

Swiss asset management back on track for growth

A strong final quarter on the stock exchanges led to a positive balance in the Swiss fund and asset management market for 2023 as a whole.

Bristol Planner named SJP Chartered Award winner

She was one of five Chartered Financial Planners shortlisted for the award, which recognises professional standards and commitment.

UniCredit to offer Apollo Clean Transition Equity ELTIF to wealth and private clients

UniCredit becomes the first bank in Italy to offer the ACT Equity ELTIF and one of the first in Europe to provide its clients with investment solutions according the new ELTIF 2.0 directive

Observers Expect Massive Provision Increase at Julius Baer

The bankruptcy proceedings for the various Signa companies are progressing.

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Wealth and Asset Management