Managers of Wealth

Wealth Club launches portfolio service ‘40% cheaper’ than DFMs

The service, managed by investment research head Jonathan Moyes, has average ongoing costs of 1.08%.

Wealth Management: Baker Tilly Partners with Wealthtech Addepar to Diversify Revenue Streams

They partnered with Addepar in order “to help grow their Family Office client base, diversify revenue streams and continue to provide the best in personalized, transparent wealth solutions.

J.P. Morgan Private Bank grows presence in Scotland

The new team of dedicated advisors will join the existing team based in Edinburgh and will provide wealth management services to individuals, family offices, charities and family foundations across Scotland.

LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors

Building on the successful launch of Tax Planning, LPL’s Business Solutions team continues to evolve customized ways for advisors to offer innovative planning solutions for affluent families

HSBC Holdings plc Annual Results 2023

This reflected four years of hard work and the strength of our balance sheet in a higher interest rate environment.

Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs

The new business will focus on helping executives at registered investment advisors and hybrid firms with succession planning, team management, and strategic decisions.

UBS Wealth Management pushes back Fed rate-cut forecast to June

U.S. consumer prices rose more than expected in January amid a surge in the cost of rental housing, recent data showed, while job growth accelerated and wages increased by the most in nearly two years.

Al Ahli Bank of Kuwait Elevates Customer Experience with Nationwide Private Banking Expansion

The hustle of everyday banking often leaves little room for personalized attention.

EFG International Record profit

We made strategic investments in EFG’s future growth in 2023

Two Rothschild Bank Clans Fight Over Clients, Power and the Family Name

The Swiss and French branches are both leveraging the family name to win a bigger piece of the lucrative global wealth-management pie. The odds are rising that the best way forward would be a merger.

Meet the new man at the helm of Canaccord in Jersey

CHARLES Cohen has had a varied career leading to his move to Jersey which will help him face any challenges ahead.

A Service That Grows With Your Family

We know banking needs change for family members at different life stages, here’s how we could help you and your family grow across the generations.

Belvédère Asset Management CIO joins private bank in Zurich

Thomas Heller will become the new CIO of Frankfurter Bankgesellschaft in March.

Barclays PLC (“Barclays”) New operating divisions and management

Barclays segmental reporting will reflect these five operating divisions, in addition to Head Office, from the first quarter of 2024.

Netwealth sees FUM growth as it pursues ‘emerging’ opportunities

This included net inflows of $9.5 billion and positive market movement of $6.0 billion.

The Vincenz epic goes beyond any framework

Observers are rubbing their eyes: Instead of the expected appeal process next July, the case against Pierin Vincenz is going back to square one.

AKB with strong annual results

Increase in business success and annual profit – abolition of annual fee for AKB Debit Mastercard

Walliser Kantonalbank Annual results for 2023

The normalization of the interest rate environment led to a positive development in the interest business.

Has the wealth industry entered a new era of dealmaking?

In a new report, the boutique investment bank revealed a slight year-over-year dip of 5.6 percent in dealmaking in 2023

Yves de Montmollin: «We have looked at a few wealth managers»

Yves de Montmollin steps into a Zurich-bound train every week now.

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Wealth and Asset Management