Managers of Wealth

Crédit Agricole SA announces the acquisition of a minority stake in the capital of Worldline

It aims to strengthen this partnership in order to create a major player in payment services to merchants in France.

Citibank Enhances Debit Card Benefits for Top-Tier Clients and is First Bank in Singapore to Partner Mastercard in Tree Restoration Initiative

Bank launches Citigold Private Client World Elite Debit Mastercard and joins Mastercard Priceless Planet Coalition; commits to restoring a tree with every S$1,000 spent on card

Capgemini head of capital markets: Four key calls for the wealth sector in 2024

Generational wealth transfer

Quilter platform awarded ‘A’ financial strength rating by AKG

AKG’s assessment of financial strength measures a company’s ability to sustain delivery of its products or services.

Baillie Gifford US Growth discount narrows as positive performance returns

Six-month results

Libera and ZWEI Wealth are now working together for manager selection for pension funds

The collaboration enables small and large pension funds to use the latest technology and to take a very broad provider universe into account in every selection.

VENCORA UK Limited publishes definitive notice of the interim result of the public tender offer for all publicly held registered shares in CREALOGIX Holding AG

The definitive notice of the interim result shows that 622,800 CREALOGIX shares were tendered into the offer during the main offer period.

Quilter: Q4 Reported and core net flows rebound to deliver net positive inflow; fourth quarter IFA Platform gross flows up 44% year-on-year

Our actions to enhance the proposition of our Platform continue to bear fruit.

Abrdn confirms job losses amid £120mn of cuts to investment business

The division had total assets under administration of £66bn, and net inflows in the six month period to 31 December 2023 of £1.1bn.

Pictet’s wealth management unit cuts back on clients' hedge fund holdings

On average, the top 20 managers were up 10.5% last year, while the industry overall returned 6.4%, the fund of funds investor LCH said in a report on Monday.

Third ‘Most Influential’ listing for Saffery Trust Director

Lisa’s work in this area saw her working in partnership with specialist advisors to successfully attain a blessing from The Grand Court of the Cayman Islands

Tradition and innovation create winning formula for Weatherbys, the Private Bank of the Year (UK)

Spear's Awards 2023 winner: Weatherbys Private Bank embraces innovation while staying true to the importance placed on human relationships

Wealth.com Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

Wealth.com demystifies the estate planning process for Farther’s advisors, offering a technology-forward platform

HNW Wealth Manager of the Year Ross Elder on being ‘the best, not the biggest’

Spear's Awards 2023 winner: Ross Elder won HNW Wealth Manager of the Year, in association with August

Standard Chartered Presents 2024 Market Outlook to Hundreds of High-Net-Worth Clients

Over the next few weeks, the Bank will reach out to 5,000 clients with over 20 planned events in markets

Patience in an uncertain environment

Markets & Investment Update

UBS Launches Large-scale Brand Campaign

The results of that exercise came into full view on Tuesday during the bank's worldwide launch of its new brand campaign.

Migros Bank: CEO Manuel Kunzelmann was right

As expected, the most important contribution to this came from the interest business, where success increased by a quarter to 641.4 million francs.

UBS advisor team Endurance Artist Management named to the Forbes Best-in-State Wealth Management Teams list

This is the second consecutive year the team has been named to the list.

Endowus launches CashUp Portfolios offering institutional-grade, flexible short-term cash management solution for Hong Kong investors

New investment offering enables investors to manage their short-term cash with access to institutional share class money market funds at lower fees, with projected net yields of up to 5.5%* per annum

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Wealth and Asset Management