Managers of Wealth

New Swiss alts funds disappoint Amas

The association’s CEO Adrian Schatzmann does not think the L-qif fund structure is liberal enough.

ZKB high yield fund chief secures first Citywire AAA rating

Roland Hausheer manages high yield and convertible bond strategies at Zürcher Kantonalbank.

Sumitomo Mitsui Trust expands assets abroad on Middle East mandates

Region accounts for 90% of assets from overseas, says Japanese company

Breaking Julius Baer‘s String of Bad CEO Luck

But it is not a permanent step – and the bank wants to put a stop to internal appointments.

Impact Investing Institute aims to ‘unlock £200m from family offices in next two years’

“The appetite is there, the capital is there, and a tipping point where this becomes the norm is within reach.”

China's bank wealth management market expands in 2023

By the end of last year, the number of investors holding wealth management products in the banking market rose 17.84 percent year on year to 114 million

Silverview Credit Partners Optimizes Investment Operations with Broadridge’s Private Debt Portfolio Management Solution

Broadridge’s Sentry solution to streamline and further automate Silverview’s private credit investment processes

SEI Reports Fourth-Quarter 2023 Financial Results

Diluted earnings per share were $0.91 in fourth-quarter 2023 compared to $0.83 in fourth-quarter 2022.

Presentation of the 2023 full-year results for the Julius Baer Group

The results also reflect the continued financial strength of Julius Baer, as expressed by our capitalisation, the solidity of our balance sheet, and our robust underlying profitability.

BEKB is growing solidly: Successful implementation of the strategy for a sustainable future

This success underlines that BEKB is on the right track towards a sustainable future with the implementation of its strategy.

SZKB Very pleasing annual results for 2023

In this challenging environment, SZKB achieved a very pleasing annual result for 2023.

Mirova Gigaton Fund reaches $282m to accelerate clean energy access and climate action in emerging markets with support from the EIB

Projects funded by the blended finance debt fund will help to increase access to reliable and affordable energy and ensure viable alternatives to fossil fuel-based activities.

GAM's Fund Management Services Transferred to Carne Group

Carne is a leading provider of third-party fund management services and clients will be able to benefit from a continuous best in class, high quality service.

SJP to launch national brand advertising campaign

The campaign will include a television advert, due to air from this spring, which will also “demonstrate the importance of the value of advice”.

Schroders Personal Wealth to launch new platform

This is a key strategic development for the business, enabling SPW to bring the control and oversight of client money and investments, in-house.

Ex-Waverton duo launch wealth firm with client profit promise

Douglas Barnett and Charles Jones join with private banking heavyweight William Davies to launch a wealth firm which will return to clients anything above its profit margin benchmark.

Deutsche Bank reports 2023 profit before tax of € 5.7 billion and announces € 1.6 billion of proposed capital distributions to shareholders

Net profit of € 4.9 billion, down 14%, reflecting higher income tax expense

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Wealth and Asset Management