Managers of Wealth

Coutts: 2023 Year in Review

Investment Outlook 2024

The Main Thing Sergio Ermotti Learnt from Ulrich Koerner

The World Economic Forum (WEF) starts in Davos today and the UBS leadership team will be there in force.

Citi to cut 20,000 jobs in Fraser's turnaround drive

The Wall Street bank said the move will cut costs by $2.5bn by 2026 as it posted a $1.8bn loss in the fourth quarter, its worst results in 14 years.

Rockefeller Global Family Office Expands Northern Division with the Addition of Axiom Wealth Partners of Grand Rapids, MI

Axiom Wealth Partners is led by Managing Directors and Private Advisors Jeffrey Towner, David Lund, Brett Howell, and Craig Sharp.

Former Vontobel star is now focusing on the Middle East

What convinced him about the region were the business-friendly approaches of the local governments and their plans to break away from their dependence on oil.

Mattioli Woods joins forces with T Rowe for income model portfolio

The firms see an ‘exciting opportunity set’ on offer in income-producing assets following a prolonged period of low interest rates and yields.

Schroders launches multi-asset Article 8 fund with ILS component & HSBC reach

The idea is to deliver “an attractive and resilient income stream” through investments into a diversified portfolio of assets, including alternative asset classes.

Baloise boss has an open ear for activists

The insurer's CEO is now quite calm about the request.

Cambridge CEO finds his financial future in private wealth management

Olly Phillips, former Managing Director at Cambridge firm Brown Shipley, has joined the board of KMD Private Wealth Management.

Schroders collaborates with HSBC to launch multi-asset income fund

Additionally, the fund seeks to offer capital growth opportunities while effectively managing thematic variations and market volatility.

Rothschild is cutting bankers in the US

This year, sources say cuts there are likely to be more dramatic, particularly in the US, where we understand they have already begun.

UBS Advisor Team Montage Financial Group named a Top 100 Private Wealth Management Team by Forbes

Montage Financial Group has also recently been named to the 2023 Barron’s Top 100 Private Wealth Teams list as well as the 2023 Forbes Best-in-State Wealth Management Teams list.

Oxford wealth management group named to Forbes 2024 ‘best of’ list

This is the second consecutive year it has been named to the distinguished list, which recognizes teams from national, regional and independent firms.

How private equity bosses become wealth management clients

As private equity firms grow assets, staff lack the time to look after their own wealth. Private bankers see opportunity here.

Morgan Stanley Wealth Management says stocks won't be able to match last year's dazzling rally in 2024

“When investors have such high expectations, there is very little margin for error.”

Forget relationships, complex services are top of mind for HNW clients

Advisors say estate planning and tax planning are key areas of interest for such clients.

Swiss banks optimistic about immediate future

The Swiss banks are doing better than they have for a long time.

JPMAM launches Asia equity high income fund in Hong Kong

The Asia equity dividend fund incorporates an options overlay strategy aiming to capture higher income and reduce the volatility of the portfolio.

St. Galler Kantonalbank is also pushing forward business in Germany

As we learned, Germany is an important growth market for the state institute.

Odey Asset Management partners pocket £64m in last payout before wind down

The payout will be split between the partners, with one member alone set to take £28.6m of the total profits.

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Wealth and Asset Management