Managers of Wealth

Square Mile CEO steps up to lead Titan AM as FCA approves acquisition

Square Mile’s Richard Romer-Lee has joined Paul Hunt as co-chief executive of Titan Asset Management after the acquisition has received regulatory approval.

UBS: High-yield bonds in euros are attractive

This should help keep defaults not only below long-term averages

The wealth of generations

These phenomena are often linked to the secular decline in interest rates and labour income shares, and are connected to the life-cycle behaviour of consecutive generations.

LLB Group significantly increases profits

The LLB Group was able to maintain its growth momentum in the 2023 financial year.

Greater Bay Area: HSBC, Standard Chartered increase Wealth Management Connect products amid drive to promote cross-border investment

It comes a month after the PBOC and HKMA announced six measures to strengthen financial cooperation between the mainland and Hong Kong

Wealth manager GSB strives to become ‘biggest financial services firm in the world’

The couple named the business after their three children – George, Spencer and Beatrice.

Keebeck Wealth Management and iCapital team to expand investing opportunities

Keebeck Wealth Management and iCapital collaborate to increase family and entrepreneur investment options.

Saudi Arabia's Wealth Management Sector Embraces the Future with Robo-Advisors

Saudi Arabia is at the forefront of financial technology innovation with the rise of robo-advisors. Discover how this digital renaissance is reshaping wealth management in the Kingdom and beyond.

SJP co-founder and former RIT chair Jacob Rothschild dies aged 87

Stepped down from RIT in 2019

IBK asset management lays groundwork for rebound in 2024

As the newly appointed leader of the group, she emphasized that the focus is on regaining the eroded trust of financial consumers throughout the industry.

The hottest topic in private banking at the moment

Private bankers are returning from this region with bright eyes and spreading an optimism that has not been seen for a long time.

Sandra Cho and Kristy Motta named 2024 Forbes Top Women Wealth Advisors Best-In-State

This award marks the eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State, which features 1,991 women managing cumulative assets of over $2.8 trillion.

Deutsche Bank: Ex-CS squad feels IT breakdown in its own pocket

The background to the sanction against management is the failed migration of Postbank's IT data to Deutsche Bank's systems.

Schroders Solutions client secures £114m buy-in

Schroders Solutions, the £212.1 billion global capability, has a long-standing relationship with the trustees of Vector Pension Scheme, a valued Fiduciary Management client, for over 15 years.

Morgan Stanley wealth chief touts the benefits of being big

Morgan Stanley COO Jed Finn touted his wealth management team’s multiple advantages over rivals at this week's Bank of America Financial Services conference in Miami.

StanChart records $14bn wealth inflows as it announces strategic overhaul

The British lender is to cut $1.5bn of costs, buy back $1bn of shares and distribute $5bn over the next three years as it looks to bolster its ailing share price.

JPMorgan CEO Dimon sells about $150 million of his shares, SEC filing says

The sale is not related to leadership succession and the bank chief had no current plans to sell more stock, but could consider doing so in the future, a company spokesperson said in October.

SJP’s Onuekwusi: Fee unbundling will make our funds look better

Justin Onuekwusi says the performance of SJP strategies has been ‘pretty good’ over the long term and that clarity over fees will help like-for-like comparisons.

UBS eyes Australia’s richest family offices in latest wealth play

The Swiss bank is advancing the integration with former rival Credit Suisse.

Nucleus replatforming project could take five years, says Fundscape CEO

Bella Caridade-Ferreira is our guest on the latest episode of The Advice Show.

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Wealth and Asset Management