Managers of Wealth

Wealth managers key to boosting donations as UHNWs give less

UHNWs in the UK are giving less than they did last year – and wealth managers are key to turning the trend around

Managing Ultra-Wealthy Clients' Most Unusual Financial Requests

Geller’s main lines of business include investment management, strategic wealth planning, tax advisory and Personal CFO Services.

Bowmore Wealth snaps up firm taking assets above £400mn

The deal adds £50mn to Bowmore Financial Planning’s assets under advice and brings the total for Bowmore Group to above £400mn.

EFG Hermes acquires minority stake in Danish fintech Kenzi Wealth

EFG Hermes says it will push the technology to its client base across the Mena region. providing customers with a more efficient and personalised investment experience.

The Future of Wealth Management: A Client-led Revolution

Technological advancements and demographic changes are unquestionably reshaping the landscape of wealth management.

Lazard AM adds AI-enhanced US small-cap equity fund to UCITS range

The fund will typically hold 350 to 400 stocks

Goldman Sachs leads bullish chorus on Chinese stocks, as Morgan Stanley and JPMorgan’s private bank remain cautious

JPMorgan Private Bank calls an end to the rebound and advises investors to sell Chinese stocks, particularly offshore shares

Odey Asset Management closed in a crisis. Two of its former funds are now top performers.

The Odey Absolute Return Focus Fund and the CF Odey Absolute Return Fund both ranked in the top 10 in April, having achieved gains of 16.7% and 9.61% respectively, figures from Societe Generale show.

Goldman Sachs PWM's Campos on growing ME families' direct private investments

Goldman Sachs is seeing an uptick in private credit and private equity interest as family offices grow more sophisticated in their needs.

Singapore: An Increasingly Isolated Outpost of Wealth

What a trip Singapore is on.

BNPP WM's Peter on the talent war in Thailand

The French private bank plans to triple both its Thai client assets and relationship manager head count over the next three years.

Citywealth Magic Circle Awards Channel Islands winners announced

Nine awards in total were handed out to Channel Island based individuals and companies with offices in the crown territories.

ABN Amro to sell its stake in life insurance joint venture Neuflize Vie

The transaction will marginally affect ABN AMRO’s profitability and RWAs, resulting in a minor positive impact on ABN AMRO’s CET1 capital ratio.

Not another one? Abrdn property trust moves to shutter

It cited its small size and low share liquidity, which it said had deterred some potential investors, as well as its “materially uncovered” dividend.

Vanguard defends dominance of US equities in EU-domiciled funds

Response follows warnings of ‘unintended consequences’ of passive funds shunning EU corporations

Overhyped, but ignore at your peril: AI in Wealth Management and Private Banking

This isn’t changing the world, but it will eke out a few basis points efficiency, similar to how the digital trend eked out incremental benefits but not brought revolution.

Why Schroders Capital is now going for wealth clients

Georg Wunderlin, head of private assets at the firm, is ready to push into the wealth space, even though adoption continues to be slow.

How a Swedish wealth manager tailored its MPS to UK investors

The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

Interim management statement for the first four months of 2024

This resulted in net profit for the first four months of 2024 that is 50 per cent lower compared with the previous-year period.

New CEO and chair buy majority stake in Ticino IAM

Taurus Asset Management has also moved into a larger office in Lugano.

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Wealth and Asset Management